CPSF vs AUGT overlap
7 institutions report holding both CPSF and AUGT.
CPSFAUGT
Pick 2 to 4 ETFs.
We don’t have holdings for CPSF, 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.
7
institutions report holding both, of 44 holding any
CPSF13.1% of its 13F dollars, 30.4% of its 23 holders
AUGT59.7% of its 13F dollars, 25.0% of its 28 holders
Largest institutions holding both
| Firm | CPSF | AUGT |
|---|---|---|
| Commonwealth Equity Services, LLC | $602K | $4.7M |
| Osaic Holdings, Inc. | $178K | $2.6M |
| Susquehanna International Group, LLP | $579K | $643K |
| PFG Advisors | $474K | $628K |
| Old Mission Capital LLC | $302K | $784K |
| Raymond James Financial Inc. | $212K | $681K |
| Harbour Investments, Inc. | $4K | $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: CPSF institutional holders, AUGT institutional holders.
Frequently asked questions
Do institutions hold both CPSF and AUGT?
7 Form 13F filers report positions in both, out of 44 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%.