XMAR vs UAUG overlap
21 institutions report holding both XMAR and UAUG.
XMARUAUG
Pick 2 to 4 ETFs.
We don’t have holdings for XMAR, UAUG. 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.
21
institutions report holding both, of 138 holding any
XMAR56.0% of its 13F dollars, 29.6% of its 71 holders
UAUG30.2% of its 13F dollars, 23.9% of its 88 holders
Largest institutions holding both
| Firm | XMAR | UAUG |
|---|---|---|
| Osaic Holdings, Inc. | $10.7M | $6.0M |
| Commonwealth Equity Services, LLC | $9.1M | $6.3M |
| Cetera Investment Advisers | $12.8M | $1.4M |
| Envestnet Asset Management Inc. | $9.1M | $3.1M |
| Kestra Advisory Services, LLC | $4.1M | $2.2M |
| Aptus Capital Advisors, LLC | $6.2M | $76K |
| Brookstone Capital Management | $1.2M | $4.9M |
| Foundations Investment Advisors, LLC | $3.1M | $1.1M |
| Susquehanna International Group, LLP | $748K | $3.0M |
| LPL Financial LLC | $2.2M | $1.5M |
| MML Investors Services, LLC | $1.9M | $1.2M |
| Cambridge Investment Research Advisors, Inc. | $274K | $2.8M |
| Octavia Wealth Advisors, LLC | $1.0M | $230K |
| Steward Partners Investment Advisory, LLC | $381K | $642K |
| Cresset Asset Management, LLC | $288K | $391K |
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: XMAR institutional holders, UAUG institutional holders.
Frequently asked questions
Do institutions hold both XMAR and UAUG?
21 Form 13F filers report positions in both, out of 138 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%.