JLQD vs AGGS overlap

JLQD and AGGS overlap 1.6% by weight, across 4 shared holdings.

JLQDAGGS

Pick 2 to 4 ETFs.

1.6%

overlap by weight, across 4 shared holdings

JLQD3.5% of the fund is in shared holdings, of 139

AGGS1.6% of the fund is in shared holdings, of 286

Top shared holdings

Holding	JLQD	AGGS	Overlap
JBS/Foods/FoodJBS	1.23%	0.52%	0.52%
Beignet Investor LLC 6.581% 05/30/2049 144ARPLDCI	0.46%	0.46%	0.46%
Marex Group	0.96%	0.29%	0.29%
Rollins Inc.	0.82%	0.29%	0.29%

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: JLQD, SEC Form N-PORT, July 31, 2026; AGGS, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 15 holding any

JLQD2.0% of its 13F dollars, 14.3% of its 7 holders

AGGS2.4% of its 13F dollars, 11.1% of its 9 holders

Largest institutions holding both

Firm	JLQD	AGGS
Jane Street Group, LLC	$278K	$339K

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: JLQD institutional holders, AGGS institutional holders.

Frequently asked questions

How much do JLQD and AGGS overlap?

1.6% by weight, with 4 holdings in common, using holdings for JLQD as of July 31, 2026 and AGGS as of July 31, 2026. The largest shared position is JBS.

Do institutions hold both JLQD and AGGS?

1 Form 13F filers report positions in both, out of 15 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%.