UAUG vs DHDG overlap
12 institutions report holding both UAUG and DHDG.
UAUGDHDG
Pick 2 to 4 ETFs.
We don’t have holdings for UAUG, DHDG. 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.
12
institutions report holding both, of 108 holding any
UAUG16.7% of its 13F dollars, 13.6% of its 88 holders
DHDG13.7% of its 13F dollars, 37.5% of its 32 holders
Largest institutions holding both
| Firm | UAUG | DHDG |
|---|---|---|
| Osaic Holdings, Inc. | $6.0M | $5K |
| Farther Finance Advisors, LLC | $457K | $5.3M |
| Gallagher Fiduciary Advisors, LLC | $253K | $4.9M |
| Susquehanna International Group, LLP | $3.0M | $1.7M |
| Cetera Investment Advisers | $1.4M | $2.4M |
| Envestnet Asset Management Inc. | $3.1M | $302K |
| Old Mission Capital LLC | $1.9M | $706K |
| LPL Financial LLC | $1.5M | $249K |
| MML Investors Services, LLC | $1.2M | $302K |
| Jane Street Group, LLC | $630K | $279K |
| AE Wealth Management LLC | $126K | $54K |
| Triumph Capital Management | $1K | $7K |
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: UAUG institutional holders, DHDG institutional holders.
Frequently asked questions
Do institutions hold both UAUG and DHDG?
12 Form 13F filers report positions in both, out of 108 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%.