UGL vs KORU overlap
11 institutions report holding both UGL and KORU.
UGLKORU
Pick 2 to 4 ETFs.
We don’t have holdings for UGL. 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.
11
institutions report holding both, of 57 holding any
UGL11.8% of its 13F dollars, 27.5% of its 40 holders
KORU42.0% of its 13F dollars, 39.3% of its 28 holders
Largest institutions holding both
| Firm | UGL | KORU |
|---|---|---|
| Jump Financial, LLC | $3.7M | $3.1M |
| Morgan Stanley | $149K | $6.6M |
| UBS Group AG | $622K | $4.5M |
| JPMorgan Chase & Co | $95K | $2.6M |
| Group One Trading LLC | $266K | $1.5M |
| Two Sigma Securities, LLC | $527K | $599K |
| StoneX Group Inc. | $293K | $544K |
| Larson Financial Group LLC | $59K | $521K |
| Citigroup Inc. | $22K | $394K |
| Tower Research Capital LLC (TRC) | $11K | $13K |
| IFP Advisors, Inc | $3K | $20K |
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: UGL institutional holders, KORU institutional holders.
Frequently asked questions
Do institutions hold both UGL and KORU?
11 Form 13F filers report positions in both, out of 57 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%.