XAUG vs AUGM overlap
14 institutions report holding both XAUG and AUGM.
XAUGAUGM
Pick 2 to 4 ETFs.
We don’t have holdings for XAUG, AUGM. 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.
14
institutions report holding both, of 61 holding any
XAUG57.5% of its 13F dollars, 40.0% of its 35 holders
AUGM51.1% of its 13F dollars, 35.0% of its 40 holders
Largest institutions holding both
| Firm | XAUG | AUGM |
|---|---|---|
| Susquehanna International Group, LLP | $1.4M | $2.3M |
| Old Mission Capital LLC | $1.4M | $780K |
| Cetera Investment Advisers | $986K | $1.1M |
| Kestra Advisory Services, LLC | $898K | $1.0M |
| Osaic Holdings, Inc. | $1.2M | $388K |
| Ashton Thomas Private Wealth, LLC | $1.0M | $344K |
| Commonwealth Equity Services, LLC | $586K | $548K |
| Envestnet Asset Management Inc. | $576K | $249K |
| Truist Financial Corp. | $293K | $425K |
| Centaurus Financial, Inc. | $156K | $526K |
| Barclays PLC | $208K | $72K |
| Harbour Investments, Inc. | $170K | $11K |
| Creative Financial Designs Inc. | $49K | $48K |
| DHJJ Financial Advisors, Ltd. | $46K | $26K |
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: XAUG institutional holders, AUGM institutional holders.
Frequently asked questions
Do institutions hold both XAUG and AUGM?
14 Form 13F filers report positions in both, out of 61 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%.