PNOV vs PAUG overlap
144 institutions report holding both PNOV and PAUG.
PNOVPAUG
Pick 2 to 4 ETFs.
We don’t have holdings for PNOV, PAUG. 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.
144
institutions report holding both, of 281 holding any
PNOV89.5% of its 13F dollars, 67.9% of its 212 holders
PAUG90.2% of its 13F dollars, 67.6% of its 213 holders
Largest institutions holding both
| Firm | PNOV | PAUG |
|---|---|---|
| Alliancebernstein L.P. | $212.4M | $133.0M |
| Penserra Capital Management LLC | $74.3M | $73.3M |
| Osaic Holdings, Inc. | $26.5M | $42.4M |
| Focus Partners Wealth | $17.9M | $22.7M |
| Commonwealth Equity Services, LLC | $16.8M | $23.4M |
| Kestra Advisory Services, LLC | $15.5M | $16.3M |
| Brookstone Capital Management | $22.3M | $6.3M |
| LPL Financial LLC | $16.7M | $11.6M |
| HighTower Advisors, LLC | $11.6M | $15.3M |
| Cetera Investment Advisers | $13.2M | $13.0M |
| Raymond James Financial Inc. | $11.7M | $12.9M |
| Cresset Asset Management, LLC | $2.0M | $20.1M |
| Envestnet Asset Management Inc. | $11.3M | $9.8M |
| Beacon Pointe Advisors, LLC | $11.2M | $8.8M |
| Blair William & Co | $2.5M | $17.2M |
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: PNOV institutional holders, PAUG institutional holders.
Frequently asked questions
Do institutions hold both PNOV and PAUG?
144 Form 13F filers report positions in both, out of 281 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%.