CPNJ vs AUGT overlap
9 institutions report holding both CPNJ and AUGT.
CPNJAUGT
Pick 2 to 4 ETFs.
We don’t have holdings for CPNJ, AUGT. 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 51 holding any
CPNJ56.5% of its 13F dollars, 28.1% of its 32 holders
AUGT70.7% of its 13F dollars, 32.1% of its 28 holders
Largest institutions holding both
| Firm | CPNJ | AUGT |
|---|---|---|
| Commonwealth Equity Services, LLC | $839K | $4.7M |
| Cambridge Investment Research Advisors, Inc. | $4.9M | $618K |
| Cetera Investment Advisers | $1.7M | $917K |
| Osaic Holdings, Inc. | $52K | $2.6M |
| LPL Financial LLC | $413K | $1.1M |
| Susquehanna International Group, LLP | $722K | $643K |
| Old Mission Capital LLC | $405K | $784K |
| PFG Advisors | $537K | $628K |
| Harbour Investments, Inc. | $465K | $648K |
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: CPNJ institutional holders, AUGT institutional holders.
Frequently asked questions
Do institutions hold both CPNJ and AUGT?
9 Form 13F filers report positions in both, out of 51 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%.