FLV vs AGOX overlap
FLV and AGOX 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: FLV, SEC Form N-PORT, May 31, 2026; AGOX, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FLV | AGOX |
|---|---|---|
| Envestnet Asset Management Inc. | $52.3M | $13.9M |
| LPL Financial LLC | $901K | $16.7M |
| Cetera Investment Advisers | $368K | $14.8M |
| UBS Group AG | $2.6M | $10.4M |
| Commonwealth Equity Services, LLC | $5.5M | $6.0M |
| Wells Fargo & Company | $9.9M | $4K |
| Osaic Holdings, Inc. | $193K | $7.6M |
| NewEdge Advisors, LLC | $2.9M | $2.0M |
| Raymond James Financial Inc. | $252K | $2.0M |
| Morgan Stanley | $100K | $37K |
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: FLV institutional holders, AGOX institutional holders.
Frequently asked questions
How much do FLV and AGOX overlap?
0.0% by weight, with 0 holdings in common, using holdings for FLV as of May 31, 2026 and AGOX as of May 31, 2026.
Do institutions hold both FLV and AGOX?
10 Form 13F filers report positions in both, out of 87 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%.