TEND vs AUGU overlap
5 institutions report holding both TEND and AUGU.
TENDAUGU
Pick 2 to 4 ETFs.
We don’t have holdings for 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.
5
institutions report holding both, of 30 holding any
TEND2.8% of its 13F dollars, 33.3% of its 15 holders
AUGU19.2% of its 13F dollars, 25.0% of its 20 holders
Largest institutions holding both
| Firm | TEND | AUGU |
|---|---|---|
| AE Wealth Management LLC | $3K | $4.2M |
| Susquehanna International Group, LLP | $386K | $1.8M |
| Old Mission Capital LLC | $323K | $726K |
| UBS Group AG | $292K | $21K |
| IFP Advisors, Inc | $1K | $3K |
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: TEND institutional holders, AUGU institutional holders.
Frequently asked questions
Do institutions hold both TEND and AUGU?
5 Form 13F filers report positions in both, out of 30 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%.