SHDG vs KAPR overlap
2 institutions report holding both SHDG and KAPR.
SHDGKAPR
Pick 2 to 4 ETFs.
We don’t have holdings for KAPR. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
2
institutions report holding both, of 112 holding any
SHDG0.5% of its 13F dollars, 22.2% of its 9 holders
KAPR2.7% of its 13F dollars, 1.9% of its 105 holders
Largest institutions holding both
| Firm | SHDG | KAPR |
|---|---|---|
| Raymond James Financial Inc. | $268K | $3.9M |
| Susquehanna International Group, LLP | $456K | $509K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: SHDG institutional holders, KAPR institutional holders.
Frequently asked questions
Do institutions hold both SHDG and KAPR?
2 Form 13F filers report positions in both, out of 112 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.