NAUG vs IAUG overlap
18 institutions report holding both NAUG and IAUG.
NAUGIAUG
Pick 2 to 4 ETFs.
We don’t have holdings for NAUG, IAUG. 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.
18
institutions report holding both, of 64 holding any
NAUG70.2% of its 13F dollars, 46.1% of its 39 holders
IAUG43.7% of its 13F dollars, 41.9% of its 43 holders
Largest institutions holding both
| Firm | NAUG | IAUG |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.1M | $3.5M |
| Corrado Advisors, LLC | $2.0M | $2.0M |
| Susquehanna International Group, LLP | $2.7M | $299K |
| HighTower Advisors, LLC | $2.3M | $293K |
| Cetera Investment Advisers | $1.3M | $329K |
| Kestra Advisory Services, LLC | $1.0M | $564K |
| Osaic Holdings, Inc. | $1.1M | $330K |
| Old Mission Capital LLC | $687K | $730K |
| AE Wealth Management LLC | $770K | $246K |
| LPL Financial LLC | $306K | $323K |
| JPMorgan Chase & Co | $44K | $518K |
| Diligent Investors, LLC | $244K | $314K |
| DHJJ Financial Advisors, Ltd. | $179K | $188K |
| Lanark Financial, Inc. | $76K | $73K |
| Creative Financial Designs Inc. | $73K | $15K |
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, IAUG institutional holders.
Frequently asked questions
Do institutions hold both NAUG and IAUG?
18 Form 13F filers report positions in both, out of 64 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%.