IAUG vs AJAN overlap
16 institutions report holding both IAUG and AJAN.
IAUGAJAN
Pick 2 to 4 ETFs.
We don’t have holdings for IAUG, AJAN. 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.
16
institutions report holding both, of 70 holding any
IAUG44.4% of its 13F dollars, 37.2% of its 43 holders
AJAN51.5% of its 13F dollars, 37.2% of its 43 holders
Largest institutions holding both
| Firm | IAUG | AJAN |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.5M | $1.9M |
| Susquehanna International Group, LLP | $299K | $3.3M |
| Osaic Holdings, Inc. | $330K | $1.6M |
| Focus Partners Wealth | $736K | $685K |
| Creative Planning | $787K | $584K |
| GILL Capital Partners, LLC | $1.3M | $101K |
| Kestra Advisory Services, LLC | $564K | $597K |
| Old Mission Capital LLC | $730K | $377K |
| HighTower Advisors, LLC | $293K | $655K |
| Cetera Investment Advisers | $329K | $599K |
| LPL Financial LLC | $323K | $374K |
| CoreCap Advisors, LLC | $7K | $570K |
| JPMorgan Chase & Co | $518K | $39K |
| AE Wealth Management LLC | $246K | $168K |
| Harbour Investments, Inc. | $9K | $162K |
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: IAUG institutional holders, AJAN institutional holders.
Frequently asked questions
Do institutions hold both IAUG and AJAN?
16 Form 13F filers report positions in both, out of 70 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%.