QBUF vs AUGW overlap
15 institutions report holding both QBUF and AUGW.
QBUFAUGW
Pick 2 to 4 ETFs.
We don’t have holdings for QBUF, AUGW. 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.
15
institutions report holding both, of 95 holding any
QBUF28.2% of its 13F dollars, 26.8% of its 56 holders
AUGW61.6% of its 13F dollars, 27.8% of its 54 holders
Largest institutions holding both
| Firm | QBUF | AUGW |
|---|---|---|
| Raymond James Financial Inc. | $4.3M | $28.0M |
| Commonwealth Equity Services, LLC | $1.9M | $12.8M |
| Osaic Holdings, Inc. | $4.3M | $9.8M |
| Centaurus Financial, Inc. | $5.8M | $362K |
| Cetera Investment Advisers | $2.1M | $3.5M |
| Kestra Advisory Services, LLC | $2.7M | $2.3M |
| LPL Financial LLC | $627K | $4.0M |
| Farther Finance Advisors, LLC | $3.2M | $237K |
| Envestnet Asset Management Inc. | $632K | $1.7M |
| Independent Financial Group, LLC | $1.3M | $298K |
| MML Investors Services, LLC | $737K | $717K |
| Harbour Investments, Inc. | $277K | $1.0M |
| Red Crane Wealth Management, LLC | $884K | $254K |
| AE Wealth Management LLC | $666K | $458K |
| IFP Advisors, Inc | $7K | $10K |
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: QBUF institutional holders, AUGW institutional holders.
Frequently asked questions
Do institutions hold both QBUF and AUGW?
15 Form 13F filers report positions in both, out of 95 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%.