IAT vs AGOX overlap
IAT 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: IAT, SEC Form N-PORT, June 30, 2026; AGOX, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IAT | AGOX |
|---|---|---|
| Royal Bank of Canada | $15.7M | $33.1M |
| Wells Fargo & Company | $33.0M | $4K |
| LPL Financial LLC | $14.9M | $16.7M |
| JPMorgan Chase & Co | $24.7M | $735K |
| Cetera Investment Advisers | $3.6M | $14.8M |
| UBS Group AG | $6.8M | $10.4M |
| Morgan Stanley | $16.1M | $37K |
| Envestnet Asset Management Inc. | $1.3M | $13.9M |
| Raymond James Financial Inc. | $9.8M | $2.0M |
| Osaic Holdings, Inc. | $3.1M | $7.6M |
| Commonwealth Equity Services, LLC | $4.3M | $6.0M |
| Steward Partners Investment Advisory, LLC | $5.0M | $124K |
| Global Retirement Partners, LLC | $45K | $3.9M |
| Susquehanna International Group, LLP | $819K | $2.0M |
| NewEdge Advisors, LLC | $140K | $2.0M |
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: IAT institutional holders, AGOX institutional holders.
Frequently asked questions
How much do IAT and AGOX overlap?
0.0% by weight, with 0 holdings in common, using holdings for IAT as of June 30, 2026 and AGOX as of May 31, 2026.
Do institutions hold both IAT and AGOX?
22 Form 13F filers report positions in both, out of 200 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%.