HERD vs AGZD overlap
HERD and AGZD overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (HERD: July 31, 2026, AGZD: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: HERD, SEC Form N-PORT, July 31, 2026; AGZD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | HERD | AGZD |
|---|---|---|
| LPL Financial LLC | $10.7M | $10.2M |
| Envestnet Asset Management Inc. | $11.9M | $940K |
| Osaic Holdings, Inc. | $5.4M | $818K |
| Citadel Advisors LLC | $1.7M | $815K |
| Cambridge Investment Research Advisors, Inc. | $1.7M | $536K |
| Jane Street Group, LLC | $681K | $1.3M |
| Ameritas Advisory Services, LLC | $161K | $1.3M |
| Kestra Advisory Services, LLC | $484K | $379K |
| Creative Financial Designs Inc. | $131K | $666K |
| Commonwealth Equity Services, LLC | $201K | $327K |
| Morgan Stanley | $20K | $23 |
| Wells Fargo & Company | $14 | $37 |
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: HERD institutional holders, AGZD institutional holders.
Frequently asked questions
How much do HERD and AGZD overlap?
0.0% by weight, with 0 holdings in common, using holdings for HERD as of July 31, 2026 and AGZD as of May 31, 2026.
Do institutions hold both HERD and AGZD?
12 Form 13F filers report positions in both, out of 79 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%.