NAUG vs MAYP overlap
4 institutions report holding both NAUG and MAYP.
NAUGMAYP
Pick 2 to 4 ETFs.
We don’t have holdings for NAUG, MAYP. 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.
4
institutions report holding both, of 43 holding any
NAUG19.1% of its 13F dollars, 10.3% of its 39 holders
MAYP18.1% of its 13F dollars, 50.0% of its 8 holders
Largest institutions holding both
| Firm | NAUG | MAYP |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.1M | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $570K | $1.3M |
| Raymond James Financial Inc. | $518K | $694K |
| DHJJ Financial Advisors, Ltd. | $179K | $292K |
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, MAYP institutional holders.
Frequently asked questions
Do institutions hold both NAUG and MAYP?
4 Form 13F filers report positions in both, out of 43 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%.