AMJB vs AGIX overlap
18 institutions report holding both AMJB and AGIX.
AMJBAGIX
Pick 2 to 4 ETFs.
We don’t have holdings for AMJB. 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.
18
institutions report holding both, of 141 holding any
AMJB20.4% of its 13F dollars, 25.0% of its 72 holders
AGIX82.6% of its 13F dollars, 20.7% of its 87 holders
Largest institutions holding both
| Firm | AMJB | AGIX |
|---|---|---|
| Morgan Stanley | $2.2M | $267.2M |
| LPL Financial LLC | $18.3M | $48.1M |
| Equitable Holdings, Inc. | $47.6M | $655K |
| Waverly Advisors, LLC | $11.0M | $449K |
| Osaic Holdings, Inc. | $153K | $9.4M |
| Cetera Investment Advisers | $609K | $2.0M |
| Susquehanna International Group, LLP | $1.5M | $1.1M |
| UBS Group AG | $2.1M | $184K |
| NewEdge Advisors, LLC | $702K | $1.3M |
| HighTower Advisors, LLC | $1.4M | $342K |
| Rockefeller Capital Management L.P. | $49K | $1.7M |
| Wealth Enhancement Advisory Services, LLC | $268K | $1.4M |
| Cambridge Investment Research Advisors, Inc. | $804K | $594K |
| Steward Partners Investment Advisory, LLC | $630K | $159K |
| Janney Montgomery Scott LLC | $371K | $371K |
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: AMJB institutional holders, AGIX institutional holders.
Frequently asked questions
Do institutions hold both AMJB and AGIX?
18 Form 13F filers report positions in both, out of 141 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%.