RING vs AAAU overlap
72 institutions report holding both RING and AAAU.
RINGAAAU
Pick 2 to 4 ETFs.
We don’t have holdings for AAAU. 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.
72
institutions report holding both, of 379 holding any
RING41.8% of its 13F dollars, 34.5% of its 209 holders
AAAU34.4% of its 13F dollars, 29.8% of its 242 holders
Largest institutions holding both
| Firm | RING | AAAU |
|---|---|---|
| LPL Financial LLC | $25.6M | $45.5M |
| BlackRock, Inc. | $65.9M | $81K |
| Proficio Capital Partners LLC | $14.5M | $30.1M |
| Raymond James Financial Inc. | $10.3M | $32.7M |
| Morgan Stanley | $40.2M | $1.1M |
| Osaic Holdings, Inc. | $6.0M | $32.6M |
| Cambridge Investment Research Advisors, Inc. | $11.3M | $21.0M |
| HighTower Advisors, LLC | $19.2M | $5.6M |
| Royal Bank of Canada | $6.1M | $15.6M |
| Mirae Asset Global Investments Co., Ltd. | $151K | $20.2M |
| Stifel Financial Corp. | $994K | $16.3M |
| Wells Fargo & Company | $16.5M | $26K |
| Cetera Investment Advisers | $5.5M | $10.9M |
| JPMorgan Chase & Co | $3.7M | $8.3M |
| Kestra Advisory Services, LLC | $347K | $11.2M |
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: RING institutional holders, AAAU institutional holders.
Frequently asked questions
Do institutions hold both RING and AAAU?
72 Form 13F filers report positions in both, out of 379 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%.