ETF Holders

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.

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%.