DCRE vs AGIX overlap
DCRE and AGIX 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: DCRE, SEC Form N-PORT, June 30, 2026; AGIX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | DCRE | AGIX |
|---|---|---|
| Morgan Stanley | $233K | $267.2M |
| LPL Financial LLC | $7.6M | $48.1M |
| Envestnet Asset Management Inc. | $17.2M | $7.7M |
| Osaic Holdings, Inc. | $2.8M | $9.4M |
| HighTower Advisors, LLC | $11.1M | $342K |
| MML Investors Services, LLC | $936K | $7.3M |
| Private Advisor Group, LLC | $473K | $7.2M |
| Steward Partners Investment Advisory, LLC | $6.6M | $159K |
| Bank of America Corp. | $779K | $2.3M |
| Jane Street Group, LLC | $1.3M | $1.2M |
| UBS Group AG | $1.0M | $184K |
| Royal Bank of Canada | $23K | $32K |
| Global Retirement Partners, LLC | $2K | $14K |
| Golden State Wealth Management, LLC | $1K | $14K |
| Integrated Wealth Concepts LLC | $6K | $9K |
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: DCRE institutional holders, AGIX institutional holders.
Frequently asked questions
How much do DCRE and AGIX overlap?
0.0% by weight, with 0 holdings in common, using holdings for DCRE as of June 30, 2026 and AGIX as of June 30, 2026.
Do institutions hold both DCRE and AGIX?
15 Form 13F filers report positions in both, out of 159 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%.