AUGU vs APRT overlap
9 institutions report holding both AUGU and APRT.
AUGUAPRT
Pick 2 to 4 ETFs.
We don’t have holdings for AUGU, APRT. 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.
9
institutions report holding both, of 45 holding any
AUGU70.7% of its 13F dollars, 45.0% of its 20 holders
APRT37.6% of its 13F dollars, 26.5% of its 34 holders
Largest institutions holding both
| Firm | AUGU | APRT |
|---|---|---|
| Allianz SE | $15.9M | $229K |
| Commonwealth Equity Services, LLC | $1.9M | $4.5M |
| AE Wealth Management LLC | $4.2M | $2K |
| Susquehanna International Group, LLP | $1.8M | $2.2M |
| Osaic Holdings, Inc. | $112K | $3.4M |
| Cetera Investment Advisers | $279K | $2.5M |
| Old Mission Capital LLC | $726K | $214K |
| Harbour Investments, Inc. | $92K | $270K |
| UBS Group AG | $21K | $5K |
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: AUGU institutional holders, APRT institutional holders.
Frequently asked questions
Do institutions hold both AUGU and APRT?
9 Form 13F filers report positions in both, out of 45 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%.