UJUN vs BAUG overlap
38 institutions report holding both UJUN and BAUG.
UJUNBAUG
Pick 2 to 4 ETFs.
We don’t have holdings for UJUN, BAUG. 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.
38
institutions report holding both, of 131 holding any
UJUN73.1% of its 13F dollars, 55.1% of its 69 holders
BAUG46.0% of its 13F dollars, 38.0% of its 100 holders
Largest institutions holding both
| Firm | UJUN | BAUG |
|---|---|---|
| Brookstone Capital Management | $55.5M | $1.0M |
| Commonwealth Equity Services, LLC | $3.8M | $10.1M |
| Osaic Holdings, Inc. | $2.3M | $10.7M |
| Kestra Advisory Services, LLC | $2.3M | $6.0M |
| Trek Financial, LLC | $5.8M | $905K |
| Envestnet Asset Management Inc. | $3.7M | $2.5M |
| MML Investors Services, LLC | $4.0M | $1.3M |
| Raymond James Financial Inc. | $386K | $4.6M |
| LPL Financial LLC | $1.7M | $2.7M |
| Susquehanna International Group, LLP | $945K | $3.1M |
| Cetera Investment Advisers | $1.5M | $2.3M |
| Beacon Pointe Advisors, LLC | $1.2M | $2.4M |
| Cambridge Investment Research Advisors, Inc. | $588K | $2.8M |
| Central Valley Advisors, LLC | $2.5M | $460K |
| Spire Wealth Management | $2.6M | $142K |
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: UJUN institutional holders, BAUG institutional holders.
Frequently asked questions
Do institutions hold both UJUN and BAUG?
38 Form 13F filers report positions in both, out of 131 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%.