AUSM vs AMUN overlap
2 institutions report holding both AUSM and AMUN.
AUSMAMUN
Pick 2 to 4 ETFs.
We don’t have holdings for AMUN. 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 17 holding any
AUSM2.7% of its 13F dollars, 20.0% of its 10 holders
AMUN2.4% of its 13F dollars, 22.2% of its 9 holders
Largest institutions holding both
| Firm | AUSM | AMUN |
|---|---|---|
| LPL Financial LLC | $507K | $391K |
| Jane Street Group, LLC | $206K | $245K |
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: AUSM institutional holders, AMUN institutional holders.
Frequently asked questions
Do institutions hold both AUSM and AMUN?
2 Form 13F filers report positions in both, out of 17 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%.