DECM vs AUGZ overlap
8 institutions report holding both DECM and AUGZ.
DECMAUGZ
Pick 2 to 4 ETFs.
We don’t have holdings for DECM. 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.
8
institutions report holding both, of 54 holding any
DECM12.8% of its 13F dollars, 20.5% of its 39 holders
AUGZ15.7% of its 13F dollars, 34.8% of its 23 holders
Largest institutions holding both
| Firm | DECM | AUGZ |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.8M | $1.3M |
| Old Mission Capital LLC | $888K | $883K |
| Capital Investment Advisory Services, LLC | $67K | $1.5M |
| Osaic Holdings, Inc. | $53K | $920K |
| Harbour Investments, Inc. | $768K | $27K |
| Jane Street Group, LLC | $341K | $283K |
| Fiduciary Financial Advisors | $56K | $344K |
| AE Wealth Management LLC | $307K | $63K |
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: DECM institutional holders, AUGZ institutional holders.
Frequently asked questions
Do institutions hold both DECM and AUGZ?
8 Form 13F filers report positions in both, out of 54 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%.