MARZ vs AUGZ overlap
MARZ and AUGZ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: MARZ, SEC Form N-PORT, June 30, 2026; AUGZ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MARZ | AUGZ |
|---|---|---|
| TrueMark Investments, LLC | $29.1M | $21.8M |
| Weaver Consulting Group | $1.9M | $4.8M |
| Capital Investment Advisory Services, LLC | $52K | $1.5M |
| Old Mission Capital LLC | $460K | $883K |
| AE Wealth Management LLC | $26K | $63K |
| Blue Bell Private Wealth Management, LLC | $31K | $50K |
| Harbour Investments, Inc. | $40K | $27K |
| IFG Advisory, LLC | $110 | $39K |
| Compass Financial Management LLC | $527 | $29K |
| DHJJ Financial Advisors, Ltd. | $12K | $13K |
| Lloyd Advisory Services, LLC. | $52 | $2K |
| Tounjian Advisory Partners, LLC | $58 | $771 |
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: MARZ institutional holders, AUGZ institutional holders.
Frequently asked questions
How much do MARZ and AUGZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for MARZ as of June 30, 2026 and AUGZ as of June 30, 2026.
Do institutions hold both MARZ and AUGZ?
12 Form 13F filers report positions in both, out of 26 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%.