SMAY vs SAUG overlap
35 institutions report holding both SMAY and SAUG.
SMAYSAUG
Pick 2 to 4 ETFs.
We don’t have holdings for SMAY, SAUG. 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.
35
institutions report holding both, of 86 holding any
SMAY64.2% of its 13F dollars, 53.0% of its 66 holders
SAUG64.0% of its 13F dollars, 63.6% of its 55 holders
Largest institutions holding both
| Firm | SMAY | SAUG |
|---|---|---|
| Cetera Investment Advisers | $3.0M | $2.4M |
| Raymond James Financial Inc. | $1.3M | $3.1M |
| Susquehanna International Group, LLP | $2.3M | $1.9M |
| Envestnet Asset Management Inc. | $1.3M | $2.8M |
| Osaic Holdings, Inc. | $2.4M | $1.6M |
| LPL Financial LLC | $2.6M | $1.3M |
| Commonwealth Equity Services, LLC | $1.5M | $1.5M |
| Kestra Advisory Services, LLC | $1.1M | $1.8M |
| BFI Wealth Solutions, LLC | $1.1M | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $1.7M | $695K |
| NorthCrest Asset Manangement, LLC | $982K | $868K |
| Grantvest Financial Group LLC | $676K | $919K |
| Ignite Planners, LLC | $779K | $801K |
| Diligent Investors, LLC | $599K | $226K |
| Ameritas Investment Partners, Inc. | $11K | $775K |
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: SMAY institutional holders, SAUG institutional holders.
Frequently asked questions
Do institutions hold both SMAY and SAUG?
35 Form 13F filers report positions in both, out of 86 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%.