IDYN vs AGGA overlap
2 institutions report holding both IDYN and AGGA.
IDYNAGGA
Pick 2 to 4 ETFs.
We don’t have holdings for IDYN. 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.
2
institutions report holding both, of 30 holding any
IDYN0.8% of its 13F dollars, 16.7% of its 12 holders
AGGA0.8% of its 13F dollars, 10.0% of its 20 holders
Largest institutions holding both
| Firm | IDYN | AGGA |
|---|---|---|
| Jane Street Group, LLC | $537K | $380K |
| Citadel Advisors LLC | $324K | $380K |
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: IDYN institutional holders, AGGA institutional holders.
Frequently asked questions
Do institutions hold both IDYN and AGGA?
2 Form 13F filers report positions in both, out of 30 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%.