UBRL vs AMAU overlap
2 institutions report holding both UBRL and AMAU.
UBRLAMAU
Pick 2 to 4 ETFs.
We don’t have holdings for AMAU. 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.
2
institutions report holding both, of 11 holding any
UBRL1.9% of its 13F dollars, 25.0% of its 8 holders
AMAU1.4% of its 13F dollars, 40.0% of its 5 holders
Largest institutions holding both
| Firm | UBRL | AMAU |
|---|---|---|
| SBI Securities Co., Ltd. | $8K | $13K |
| Simplex Trading, LLC | $10K | $395 |
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: UBRL institutional holders, AMAU institutional holders.
Frequently asked questions
Do institutions hold both UBRL and AMAU?
2 Form 13F filers report positions in both, out of 11 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%.