GAUG vs BMAY overlap
39 institutions report holding both GAUG and BMAY.
GAUGBMAY
Pick 2 to 4 ETFs.
We don’t have holdings for GAUG, BMAY. 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.
39
institutions report holding both, of 164 holding any
GAUG73.3% of its 13F dollars, 37.9% of its 103 holders
BMAY57.5% of its 13F dollars, 39.0% of its 100 holders
Largest institutions holding both
| Firm | GAUG | BMAY |
|---|---|---|
| Arax Advisory Partners | $63.2M | $608K |
| Brookstone Capital Management | $1.8M | $48.2M |
| Raymond James Financial Inc. | $10.5M | $9.2M |
| Commonwealth Equity Services, LLC | $11.6M | $5.5M |
| Osaic Holdings, Inc. | $5.0M | $6.6M |
| Kestra Advisory Services, LLC | $7.5M | $1.3M |
| Envestnet Asset Management Inc. | $2.1M | $4.2M |
| Cetera Investment Advisers | $3.1M | $3.1M |
| Susquehanna International Group, LLP | $2.8M | $2.6M |
| Blue Bell Private Wealth Management, LLC | $276K | $4.5M |
| LPL Financial LLC | $2.3M | $1.9M |
| MML Investors Services, LLC | $225K | $2.5M |
| Independent Financial Group, LLC | $1.9M | $663K |
| Chris Bulman Inc | $1.8M | $782K |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $1.0M |
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: GAUG institutional holders, BMAY institutional holders.
Frequently asked questions
Do institutions hold both GAUG and BMAY?
39 Form 13F filers report positions in both, out of 164 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%.