HRSK vs AGNG overlap
4 institutions report holding both HRSK and AGNG.
HRSKAGNG
Pick 2 to 4 ETFs.
We don’t have holdings for HRSK. 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.
4
institutions report holding both, of 59 holding any
HRSK10.9% of its 13F dollars, 23.5% of its 17 holders
AGNG18.6% of its 13F dollars, 8.7% of its 46 holders
Largest institutions holding both
| Firm | HRSK | AGNG |
|---|---|---|
| Cetera Investment Advisers | $506K | $3.7M |
| Osaic Holdings, Inc. | $2.2M | $600K |
| Jane Street Group, LLC | $407K | $975K |
| Harbour Investments, Inc. | $7K | $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: HRSK institutional holders, AGNG institutional holders.
Frequently asked questions
Do institutions hold both HRSK and AGNG?
4 Form 13F filers report positions in both, out of 59 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%.