IMAY vs AUGU overlap
6 institutions report holding both IMAY and AUGU.
IMAYAUGU
Pick 2 to 4 ETFs.
We don’t have holdings for IMAY, AUGU. 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.
6
institutions report holding both, of 66 holding any
IMAY15.4% of its 13F dollars, 11.5% of its 52 holders
AUGU11.8% of its 13F dollars, 30.0% of its 20 holders
Largest institutions holding both
| Firm | IMAY | AUGU |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.7M | $1.9M |
| Susquehanna International Group, LLP | $383K | $1.8M |
| Osaic Holdings, Inc. | $1.5M | $112K |
| Cetera Investment Advisers | $1.3M | $279K |
| Harbour Investments, Inc. | $329K | $92K |
| IFP Advisors, Inc | $261K | $3K |
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: IMAY institutional holders, AUGU institutional holders.
Frequently asked questions
Do institutions hold both IMAY and AUGU?
6 Form 13F filers report positions in both, out of 66 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%.