XAUG vs TJAN overlap
11 institutions report holding both XAUG and TJAN.
XAUGTJAN
Pick 2 to 4 ETFs.
We don’t have holdings for XAUG, TJAN. 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.
11
institutions report holding both, of 49 holding any
XAUG50.5% of its 13F dollars, 31.4% of its 35 holders
TJAN22.8% of its 13F dollars, 44.0% of its 25 holders
Largest institutions holding both
| Firm | XAUG | TJAN |
|---|---|---|
| Old Mission Capital LLC | $1.4M | $559K |
| Susquehanna International Group, LLP | $1.4M | $279K |
| Commonwealth Equity Services, LLC | $586K | $983K |
| Cetera Investment Advisers | $986K | $365K |
| Osaic Holdings, Inc. | $1.2M | $113K |
| Citadel Advisors LLC | $947K | $218K |
| Mutual Advisors, LLC | $329K | $704K |
| LPL Financial LLC | $579K | $213K |
| Barclays PLC | $208K | $147K |
| Farther Finance Advisors, LLC | $98K | $91K |
| Harbour Investments, Inc. | $170K | $2K |
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, TJAN institutional holders.
Frequently asked questions
Do institutions hold both XAUG and TJAN?
11 Form 13F filers report positions in both, out of 49 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%.