NAUG vs AJAN overlap
19 institutions report holding both NAUG and AJAN.
NAUGAJAN
Pick 2 to 4 ETFs.
We don’t have holdings for NAUG, 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.
19
institutions report holding both, of 63 holding any
NAUG68.0% of its 13F dollars, 48.7% of its 39 holders
AJAN63.9% of its 13F dollars, 44.2% of its 43 holders
Largest institutions holding both
| Firm | NAUG | AJAN |
|---|---|---|
| Susquehanna International Group, LLP | $2.7M | $3.3M |
| Commonwealth Equity Services, LLC | $3.1M | $1.9M |
| HighTower Advisors, LLC | $2.3M | $655K |
| Osaic Holdings, Inc. | $1.1M | $1.6M |
| Cambridge Investment Research Advisors, Inc. | $570K | $1.4M |
| Cetera Investment Advisers | $1.3M | $599K |
| Kestra Advisory Services, LLC | $1.0M | $597K |
| MML Investors Services, LLC | $204K | $1.1M |
| Raymond James Financial Inc. | $518K | $791K |
| Old Mission Capital LLC | $687K | $377K |
| AE Wealth Management LLC | $770K | $168K |
| Envestnet Asset Management Inc. | $276K | $497K |
| Merit Financial Group, LLC | $407K | $291K |
| LPL Financial LLC | $306K | $374K |
| CoreCap Advisors, LLC | $15K | $570K |
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: NAUG institutional holders, AJAN institutional holders.
Frequently asked questions
Do institutions hold both NAUG and AJAN?
19 Form 13F filers report positions in both, out of 63 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%.