GXC vs AGEM overlap
20 institutions report holding both GXC and AGEM.
GXCAGEM
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.
20
institutions report holding both, of 110 holding any
GXC8.8% of its 13F dollars, 27.0% of its 74 holders
AGEM17.6% of its 13F dollars, 35.7% of its 56 holders
Largest institutions holding both
| Firm | GXC | AGEM |
|---|---|---|
| AE Wealth Management LLC | $5K | $21.4M |
| Morgan Stanley | $7.7M | $506K |
| Envestnet Asset Management Inc. | $461K | $4.1M |
| Steward Partners Investment Advisory, LLC | $3.3M | $25K |
| LPL Financial LLC | $716K | $2.5M |
| Wells Fargo & Company | $2.3M | $33 |
| Cetera Investment Advisers | $433K | $1.7M |
| Osaic Holdings, Inc. | $63K | $1.5M |
| Cambridge Investment Research Advisors, Inc. | $416K | $730K |
| Royal Bank of Canada | $733K | $0 |
| FMR LLC | $15K | $450K |
| Parallel Advisors, LLC | $188K | $258K |
| Commonwealth Equity Services, LLC | $210K | $234K |
| CoreCap Advisors, LLC | $311K | $20K |
| Fifth Third Bancorp | $25K | $260K |
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: GXC institutional holders, AGEM institutional holders.
Frequently asked questions
Do institutions hold both GXC and AGEM?
20 Form 13F filers report positions in both, out of 110 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%.