EWJV vs AGEM overlap
13 institutions report holding both EWJV and AGEM.
EWJVAGEM
Pick 2 to 4 ETFs.
We don’t have holdings for AGEM. 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.
13
institutions report holding both, of 121 holding any
EWJV18.8% of its 13F dollars, 16.7% of its 78 holders
AGEM7.0% of its 13F dollars, 23.2% of its 56 holders
Largest institutions holding both
| Firm | EWJV | AGEM |
|---|---|---|
| Old Mission Capital LLC | $16.4M | $3.4M |
| Citadel Advisors LLC | $7.0M | $546K |
| Envestnet Asset Management Inc. | $2.0M | $4.1M |
| LPL Financial LLC | $3.2M | $2.5M |
| Osaic Holdings, Inc. | $3.3M | $1.5M |
| MML Investors Services, LLC | $1.5M | $203K |
| Morgan Stanley | $1.0M | $506K |
| FMR LLC | $758K | $450K |
| Royal Bank of Canada | $1.2M | $0 |
| Steward Partners Investment Advisory, LLC | $154K | $25K |
| Northwestern Mutual Wealth Management Co | $117K | $21K |
| National Bank of Canada | $8K | $25K |
| Wells Fargo & Company | $270 | $33 |
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: EWJV institutional holders, AGEM institutional holders.
Frequently asked questions
Do institutions hold both EWJV and AGEM?
13 Form 13F filers report positions in both, out of 121 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%.