SNOV vs SAUG overlap
37 institutions report holding both SNOV and SAUG.
SNOVSAUG
Pick 2 to 4 ETFs.
We don’t have holdings for SNOV, SAUG. 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.
37
institutions report holding both, of 73 holding any
SNOV79.3% of its 13F dollars, 67.3% of its 55 holders
SAUG74.4% of its 13F dollars, 67.3% of its 55 holders
Largest institutions holding both
| Firm | SNOV | SAUG |
|---|---|---|
| Osaic Holdings, Inc. | $6.4M | $1.6M |
| Cetera Investment Advisers | $3.3M | $2.4M |
| Raymond James Financial Inc. | $1.6M | $3.1M |
| Commonwealth Equity Services, LLC | $2.6M | $1.5M |
| Susquehanna International Group, LLP | $2.1M | $1.9M |
| BFI Wealth Solutions, LLC | $2.1M | $1.7M |
| Envestnet Asset Management Inc. | $404K | $2.8M |
| LPL Financial LLC | $1.6M | $1.3M |
| Kestra Advisory Services, LLC | $925K | $1.8M |
| NorthCrest Asset Manangement, LLC | $1.8M | $868K |
| Truist Financial Corp. | $1.2M | $1.5M |
| Cambridge Investment Research Advisors, Inc. | $1.9M | $695K |
| Grantvest Financial Group LLC | $1.3M | $919K |
| Ignite Planners, LLC | $739K | $801K |
| HRT Financial LP | $392K | $971K |
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: SNOV institutional holders, SAUG institutional holders.
Frequently asked questions
Do institutions hold both SNOV and SAUG?
37 Form 13F filers report positions in both, out of 73 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%.