UMAY vs AUGW overlap
15 institutions report holding both UMAY and AUGW.
UMAYAUGW
Pick 2 to 4 ETFs.
We don’t have holdings for UMAY, AUGW. 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.
15
institutions report holding both, of 99 holding any
UMAY18.8% of its 13F dollars, 25.0% of its 60 holders
AUGW63.8% of its 13F dollars, 27.8% of its 54 holders
Largest institutions holding both
| Firm | UMAY | AUGW |
|---|---|---|
| Raymond James Financial Inc. | $718K | $28.0M |
| Commonwealth Equity Services, LLC | $2.1M | $12.8M |
| Osaic Holdings, Inc. | $2.5M | $9.8M |
| Cetera Investment Advisers | $2.1M | $3.5M |
| LPL Financial LLC | $724K | $4.0M |
| Kestra Advisory Services, LLC | $2.2M | $2.3M |
| Envestnet Asset Management Inc. | $2.4M | $1.7M |
| Spire Wealth Management | $2.2M | $1.4M |
| Castle Rock Wealth Management, LLC | $1.8M | $1.4M |
| Old Mission Capital LLC | $921K | $1.0M |
| MML Investors Services, LLC | $1.1M | $717K |
| Merit Financial Group, LLC | $595K | $640K |
| AE Wealth Management LLC | $341K | $458K |
| Tounjian Advisory Partners, LLC | $166K | $783 |
| Creative Financial Designs Inc. | $20K | $55K |
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: UMAY institutional holders, AUGW institutional holders.
Frequently asked questions
Do institutions hold both UMAY and AUGW?
15 Form 13F filers report positions in both, out of 99 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%.