NVBT vs AUGP overlap
4 institutions report holding both NVBT and AUGP.
NVBTAUGP
Pick 2 to 4 ETFs.
We don’t have holdings for NVBT, AUGP. 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 32 holding any
NVBT37.3% of its 13F dollars, 15.4% of its 26 holders
AUGP8.8% of its 13F dollars, 40.0% of its 10 holders
Largest institutions holding both
| Firm | NVBT | AUGP |
|---|---|---|
| Raymond James Financial Inc. | $4.5M | $300K |
| Commonwealth Equity Services, LLC | $2.4M | $1.3M |
| Old Mission Capital LLC | $589K | $235K |
| Harbour Investments, Inc. | $389K | $49K |
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: NVBT institutional holders, AUGP institutional holders.
Frequently asked questions
Do institutions hold both NVBT and AUGP?
4 Form 13F filers report positions in both, out of 32 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%.