ZAUG vs MARW overlap
19 institutions report holding both ZAUG and MARW.
ZAUGMARW
Pick 2 to 4 ETFs.
We don’t have holdings for ZAUG, MARW. 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.
19
institutions report holding both, of 102 holding any
ZAUG25.6% of its 13F dollars, 26.4% of its 72 holders
MARW65.3% of its 13F dollars, 38.8% of its 49 holders
Largest institutions holding both
| Firm | ZAUG | MARW |
|---|---|---|
| Commonwealth Equity Services, LLC | $2.8M | $8.4M |
| Osaic Holdings, Inc. | $1.3M | $6.9M |
| LPL Financial LLC | $647K | $6.7M |
| Kestra Advisory Services, LLC | $2.5M | $4.3M |
| Cetera Investment Advisers | $1.6M | $3.4M |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $3.2M |
| Susquehanna International Group, LLP | $1.2M | $1.9M |
| Raymond James Financial Inc. | $598K | $2.2M |
| Centaurus Financial, Inc. | $1.3M | $418K |
| Harbour Investments, Inc. | $46K | $1.4M |
| AE Wealth Management LLC | $1.3M | $101K |
| Farther Finance Advisors, LLC | $207K | $1.1M |
| Envestnet Asset Management Inc. | $249K | $1.0M |
| Cypress Wealth Services, LLC | $818K | $399K |
| Concurrent Investment Advisors, LLC | $510K | $471K |
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, MARW institutional holders.
Frequently asked questions
Do institutions hold both ZAUG and MARW?
19 Form 13F filers report positions in both, out of 102 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%.