CPSN vs AUGT overlap
4 institutions report holding both CPSN and AUGT.
CPSNAUGT
Pick 2 to 4 ETFs.
We don’t have holdings for CPSN, 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.
4
institutions report holding both, of 41 holding any
CPSN32.1% of its 13F dollars, 23.5% of its 17 holders
AUGT38.0% of its 13F dollars, 14.3% of its 28 holders
Largest institutions holding both
| Firm | CPSN | AUGT |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.3M | $4.7M |
| Susquehanna International Group, LLP | $2.8M | $643K |
| Harbour Investments, Inc. | $1.3M | $648K |
| Old Mission Capital LLC | $382K | $784K |
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: CPSN institutional holders, AUGT institutional holders.
Frequently asked questions
Do institutions hold both CPSN and AUGT?
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%.