SIXZ vs KAUG overlap
10 institutions report holding both SIXZ and KAUG.
SIXZKAUG
Pick 2 to 4 ETFs.
We don’t have holdings for SIXZ, KAUG. 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.
10
institutions report holding both, of 58 holding any
SIXZ21.9% of its 13F dollars, 35.7% of its 28 holders
KAUG18.4% of its 13F dollars, 25.0% of its 40 holders
Largest institutions holding both
| Firm | SIXZ | KAUG |
|---|---|---|
| Osaic Holdings, Inc. | $3.0M | $2.3M |
| Commonwealth Equity Services, LLC | $1.8M | $3.4M |
| Kestra Advisory Services, LLC | $1.4M | $1.1M |
| Susquehanna International Group, LLP | $1.7M | $343K |
| Cetera Investment Advisers | $1.1M | $487K |
| AE Wealth Management LLC | $767K | $427K |
| Old Mission Capital LLC | $446K | $406K |
| LPL Financial LLC | $301K | $420K |
| IFP Advisors, Inc | $58K | $196K |
| Harbour Investments, Inc. | $128K | $14K |
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: SIXZ institutional holders, KAUG institutional holders.
Frequently asked questions
Do institutions hold both SIXZ and KAUG?
10 Form 13F filers report positions in both, out of 58 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%.