CMDT vs AGZ overlap
CMDT and AGZ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: CMDT, SEC Form N-PORT, June 30, 2026; AGZ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | CMDT | AGZ |
|---|---|---|
| Wells Fargo & Company | $179.8M | $5.8M |
| LPL Financial LLC | $9.3M | $5.5M |
| Cambridge Investment Research Advisors, Inc. | $11.8M | $1.1M |
| Bank of America Corp. | $403K | $7.3M |
| Morgan Stanley | $14K | $7.6M |
| Osaic Holdings, Inc. | $154K | $6.9M |
| Susquehanna International Group, LLP | $1.8M | $4.5M |
| PNC Financial Services Group, Inc. | $143K | $5.1M |
| Steward Partners Investment Advisory, LLC | $3.3M | $298K |
| Envestnet Asset Management Inc. | $460K | $2.1M |
| Commonwealth Equity Services, LLC | $569K | $769K |
| Jane Street Group, LLC | $906K | $419K |
| Arax Advisory Partners | $629K | $328K |
| Vestmark Advisory Solutions, Inc. | $307K | $495K |
| Corient Private Wealth LP | $429K | $218K |
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: CMDT institutional holders, AGZ institutional holders.
Frequently asked questions
How much do CMDT and AGZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for CMDT as of June 30, 2026 and AGZ as of May 31, 2026.
Do institutions hold both CMDT and AGZ?
25 Form 13F filers report positions in both, out of 179 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%.