ZAUG vs MARM overlap
23 institutions report holding both ZAUG and MARM.
ZAUGMARM
Pick 2 to 4 ETFs.
We don’t have holdings for ZAUG, MARM. 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.
23
institutions report holding both, of 124 holding any
ZAUG30.4% of its 13F dollars, 31.9% of its 72 holders
MARM44.6% of its 13F dollars, 30.7% of its 75 holders
Largest institutions holding both
| Firm | ZAUG | MARM |
|---|---|---|
| Commonwealth Equity Services, LLC | $2.8M | $6.6M |
| Brookstone Capital Management | $1.1M | $4.2M |
| Truist Financial Corp. | $3.7M | $1.3M |
| Kestra Advisory Services, LLC | $2.5M | $2.4M |
| Cetera Investment Advisers | $1.6M | $2.6M |
| Osaic Holdings, Inc. | $1.3M | $1.5M |
| Susquehanna International Group, LLP | $1.2M | $1.3M |
| Captrust Financial Advisors | $281K | $1.9M |
| LPL Financial LLC | $647K | $1.4M |
| AE Wealth Management LLC | $1.3M | $547K |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $595K |
| Main Street Financial Solutions, LLC | $226K | $1.2M |
| Mutual Advisors, LLC | $316K | $1.1M |
| Harbour Investments, Inc. | $46K | $759K |
| First Heartland Consultants, Inc. | $306K | $276K |
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: ZAUG institutional holders, MARM institutional holders.
Frequently asked questions
Do institutions hold both ZAUG and MARM?
23 Form 13F filers report positions in both, out of 124 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%.