NMAY vs AUGU overlap
9 institutions report holding both NMAY and AUGU.
NMAYAUGU
Pick 2 to 4 ETFs.
We don’t have holdings for NMAY, 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.
9
institutions report holding both, of 56 holding any
NMAY20.8% of its 13F dollars, 20.0% of its 45 holders
AUGU27.3% of its 13F dollars, 45.0% of its 20 holders
Largest institutions holding both
| Firm | NMAY | AUGU |
|---|---|---|
| AE Wealth Management LLC | $1.2M | $4.2M |
| Susquehanna International Group, LLP | $2.3M | $1.8M |
| Commonwealth Equity Services, LLC | $1.1M | $1.9M |
| Old Mission Capital LLC | $900K | $726K |
| Cetera Investment Advisers | $1.2M | $279K |
| Arax Advisory Partners | $20K | $536K |
| Osaic Holdings, Inc. | $420K | $112K |
| Harbour Investments, Inc. | $164K | $92K |
| IFP Advisors, Inc | $26K | $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: NMAY institutional holders, AUGU institutional holders.
Frequently asked questions
Do institutions hold both NMAY and AUGU?
9 Form 13F filers report positions in both, out of 56 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%.