SEPM vs AUGM overlap
21 institutions report holding both SEPM and AUGM.
SEPMAUGM
Pick 2 to 4 ETFs.
We don’t have holdings for SEPM, 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
SEPM70.4% of its 13F dollars, 67.7% of its 31 holders
AUGM68.0% of its 13F dollars, 52.5% of its 40 holders
Largest institutions holding both
| Firm | SEPM | AUGM |
|---|---|---|
| Susquehanna International Group, LLP | $553K | $2.3M |
| Cetera Investment Advisers | $1.0M | $1.1M |
| Commonwealth Equity Services, LLC | $1.5M | $548K |
| Old Mission Capital LLC | $1.2M | $780K |
| Ashton Thomas Private Wealth, LLC | $1.6M | $344K |
| Kestra Advisory Services, LLC | $661K | $1.0M |
| HBW Advisory Services LLC | $816K | $210K |
| Americana Partners, LLC | $659K | $354K |
| Mariner, LLC | $661K | $287K |
| AE Wealth Management LLC | $422K | $450K |
| IFP Advisors, Inc | $214K | $562K |
| Waverly Advisors, LLC | $382K | $332K |
| Osaic Holdings, Inc. | $252K | $388K |
| Truist Financial Corp. | $211K | $425K |
| Main Street Financial Solutions, LLC | $217K | $385K |
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: SEPM institutional holders, AUGM institutional holders.
Frequently asked questions
Do institutions hold both SEPM 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%.