AUGP vs AOCT overlap
4 institutions report holding both AUGP and AOCT.
AUGPAOCT
Pick 2 to 4 ETFs.
We don’t have holdings for AUGP, AOCT. 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.
4
institutions report holding both, of 41 holding any
AUGP10.0% of its 13F dollars, 40.0% of its 10 holders
AOCT31.5% of its 13F dollars, 11.4% of its 35 holders
Largest institutions holding both
| Firm | AUGP | AOCT |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.3M | $2.8M |
| Raymond James Financial Inc. | $300K | $3.1M |
| Old Mission Capital LLC | $235K | $561K |
| Steward Partners Investment Advisory, LLC | $298K | $188K |
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: AUGP institutional holders, AOCT institutional holders.
Frequently asked questions
Do institutions hold both AUGP and AOCT?
4 Form 13F filers report positions in both, out of 41 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%.