NVBU vs AUGZ overlap
6 institutions report holding both NVBU and AUGZ.
NVBUAUGZ
Pick 2 to 4 ETFs.
We don’t have holdings for NVBU. 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 41 holding any
NVBU7.0% of its 13F dollars, 25.0% of its 24 holders
AUGZ7.2% of its 13F dollars, 26.1% of its 23 holders
Largest institutions holding both
| Firm | NVBU | AUGZ |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.5M | $1.3M |
| Osaic Holdings, Inc. | $39K | $920K |
| Arax Advisory Partners | $589K | $76K |
| AE Wealth Management LLC | $44K | $63K |
| Harbour Investments, Inc. | $76K | $27K |
| IFG Advisory, LLC | $6K | $39K |
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: NVBU institutional holders, AUGZ institutional holders.
Frequently asked questions
Do institutions hold both NVBU and AUGZ?
6 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%.