VSOL vs KARS overlap
2 institutions report holding both VSOL and KARS.
VSOLKARS
Pick 2 to 4 ETFs.
We don’t have holdings for VSOL. 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 38 holding any
VSOL0.1% of its 13F dollars, 33.3% of its 6 holders
KARS0.1% of its 13F dollars, 5.9% of its 34 holders
Largest institutions holding both
| Firm | VSOL | KARS |
|---|---|---|
| Simplex Trading, LLC | $5K | $8K |
| Parallel Advisors, LLC | $5K | $2K |
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: VSOL institutional holders, KARS institutional holders.
Frequently asked questions
Do institutions hold both VSOL and KARS?
2 Form 13F filers report positions in both, out of 38 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%.