PBDE vs AUGU overlap
3 institutions report holding both PBDE and AUGU.
PBDEAUGU
Pick 2 to 4 ETFs.
We don’t have holdings for PBDE, AUGU. 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.
3
institutions report holding both, of 36 holding any
PBDE6.0% of its 13F dollars, 15.8% of its 19 holders
AUGU6.9% of its 13F dollars, 15.0% of its 20 holders
Largest institutions holding both
| Firm | PBDE | AUGU |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.2M | $1.9M |
| Cetera Investment Advisers | $584K | $279K |
| Grantvest Financial Group LLC | $405K | $286K |
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: PBDE institutional holders, AUGU institutional holders.
Frequently asked questions
Do institutions hold both PBDE and AUGU?
3 Form 13F filers report positions in both, out of 36 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%.