COPY vs AGZD overlap

COPY and AGZD overlap 0.0% by weight, across 0 shared holdings.

COPYAGZD

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0.0%

overlap by weight, across 0 shared holdings

COPY0.0% of the fund is in shared holdings, of 175

AGZD0.0% of the fund is in shared holdings, of 1,387

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: COPY, SEC Form N-PORT, May 31, 2026; AGZD, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 82 holding any

COPY26.9% of its 13F dollars, 18.6% of its 43 holders

AGZD17.9% of its 13F dollars, 17.0% of its 47 holders

Largest institutions holding both

Firm	COPY	AGZD
LPL Financial LLC	$6.1M	$10.2M
Royal Bank of Canada	$14.2M	$1.6M
Steward Partners Investment Advisory, LLC	$1.7M	$157K
UBS Group AG	$8K	$1.7M
Osaic Holdings, Inc.	$59K	$818K
Kestra Advisory Services, LLC	$341K	$379K
HighTower Advisors, LLC	$179K	$208K
Morgan Stanley	$15K	$23

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: COPY institutional holders, AGZD institutional holders.

Frequently asked questions

How much do COPY and AGZD overlap?

0.0% by weight, with 0 holdings in common, using holdings for COPY as of May 31, 2026 and AGZD as of May 31, 2026.

Do institutions hold both COPY and AGZD?

8 Form 13F filers report positions in both, out of 82 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%.