KAMO vs ACII overlap
3 institutions report holding both KAMO and ACII.
KAMOACII
Pick 2 to 4 ETFs.
We don’t have holdings for ACII. 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.
3
institutions report holding both, of 69 holding any
KAMO2.6% of its 13F dollars, 12.5% of its 24 holders
ACII6.3% of its 13F dollars, 6.3% of its 48 holders
Largest institutions holding both
| Firm | KAMO | ACII |
|---|---|---|
| Osaic Holdings, Inc. | $6K | $3.1M |
| Strategic Blueprint, LLC | $699K | $1.4M |
| IFP Advisors, Inc | $1.2M | $59K |
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: KAMO institutional holders, ACII institutional holders.
Frequently asked questions
Do institutions hold both KAMO and ACII?
3 Form 13F filers report positions in both, out of 69 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%.