YMAR vs KSPY overlap
5 institutions report holding both YMAR and KSPY.
YMARKSPY
Pick 2 to 4 ETFs.
We don’t have holdings for YMAR. 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.
5
institutions report holding both, of 84 holding any
YMAR8.4% of its 13F dollars, 7.3% of its 69 holders
KSPY40.2% of its 13F dollars, 25.0% of its 20 holders
Largest institutions holding both
| Firm | YMAR | KSPY |
|---|---|---|
| LPL Financial LLC | $1.4M | $21.8M |
| Cetera Investment Advisers | $3.3M | $6.2M |
| Envestnet Asset Management Inc. | $491K | $6.3M |
| Osaic Holdings, Inc. | $1.6M | $132K |
| DHJJ Financial Advisors, Ltd. | $293K | $967 |
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: YMAR institutional holders, KSPY institutional holders.
Frequently asked questions
Do institutions hold both YMAR and KSPY?
5 Form 13F filers report positions in both, out of 84 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%.