DDNQ vs AUGT overlap
6 institutions report holding both DDNQ and AUGT.
DDNQAUGT
Pick 2 to 4 ETFs.
We don’t have holdings for DDNQ, 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.
6
institutions report holding both, of 35 holding any
DDNQ30.6% of its 13F dollars, 46.1% of its 13 holders
AUGT49.8% of its 13F dollars, 21.4% of its 28 holders
Largest institutions holding both
| Firm | DDNQ | AUGT |
|---|---|---|
| Commonwealth Equity Services, LLC | $4.3M | $4.7M |
| Osaic Holdings, Inc. | $25K | $2.6M |
| Susquehanna International Group, LLP | $483K | $643K |
| Envestnet Asset Management Inc. | $375K | $300K |
| Harbour Investments, Inc. | $3K | $648K |
| UBS Group AG | $216K | $8K |
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: DDNQ institutional holders, AUGT institutional holders.
Frequently asked questions
Do institutions hold both DDNQ and AUGT?
6 Form 13F filers report positions in both, out of 35 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%.