NOVM vs AUGM overlap
21 institutions report holding both NOVM and AUGM.
NOVMAUGM
Pick 2 to 4 ETFs.
We don’t have holdings for NOVM, AUGM. 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.
21
institutions report holding both, of 50 holding any
NOVM75.0% of its 13F dollars, 67.7% of its 31 holders
AUGM65.2% of its 13F dollars, 52.5% of its 40 holders
Largest institutions holding both
| Firm | NOVM | AUGM |
|---|---|---|
| Susquehanna International Group, LLP | $1.2M | $2.3M |
| Clear Creek Financial Management, LLC | $2.9M | $488K |
| Cetera Investment Advisers | $1.7M | $1.1M |
| Commonwealth Equity Services, LLC | $943K | $548K |
| Kestra Advisory Services, LLC | $292K | $1.0M |
| Old Mission Capital LLC | $404K | $780K |
| Envestnet Asset Management Inc. | $825K | $249K |
| Glen Eagle Advisors, LLC | $428K | $595K |
| Waverly Advisors, LLC | $638K | $332K |
| Madrona Financial Services, LLC | $666K | $270K |
| Ameritas Advisory Services, LLC | $517K | $393K |
| Truist Financial Corp. | $470K | $425K |
| AE Wealth Management LLC | $380K | $450K |
| Buck Wealth Strategies, LLC | $242K | $223K |
| Osaic Holdings, Inc. | $31K | $388K |
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: NOVM institutional holders, AUGM institutional holders.
Frequently asked questions
Do institutions hold both NOVM and AUGM?
21 Form 13F filers report positions in both, out of 50 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%.