EVX vs AGNG overlap
EVX and AGNG 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: EVX, SEC Form N-PORT, June 30, 2026; AGNG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | EVX | AGNG |
|---|---|---|
| LPL Financial LLC | $3.1M | $1.5M |
| Cetera Investment Advisers | $464K | $3.7M |
| National Bank of Canada | $3.8M | $57K |
| Bank of America Corp. | $2.3M | $1.3M |
| Morgan Stanley | $3.1M | $22K |
| Raymond James Financial Inc. | $418K | $1.3M |
| Cambridge Investment Research Advisors, Inc. | $642K | $656K |
| NewEdge Advisors, LLC | $6K | $1.0M |
| Osaic Holdings, Inc. | $154K | $600K |
| Farther Finance Advisors, LLC | $47K | $243K |
| Global Retirement Partners, LLC | $115K | $50K |
| FMR LLC | $86K | $8K |
| Royal Bank of Canada | $50K | $6K |
| Geneos Wealth Management Inc. | $40K | $4K |
| Wells Fargo & Company | $25K | $13K |
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: EVX institutional holders, AGNG institutional holders.
Frequently asked questions
How much do EVX and AGNG overlap?
0.0% by weight, with 0 holdings in common, using holdings for EVX as of June 30, 2026 and AGNG as of May 31, 2026.
Do institutions hold both EVX and AGNG?
17 Form 13F filers report positions in both, out of 77 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%.