KIE vs AGIX overlap
KIE and AGIX 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: KIE, SEC Form N-PORT, June 30, 2026; AGIX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | KIE | AGIX |
|---|---|---|
| Morgan Stanley | $53.8M | $267.2M |
| LPL Financial LLC | $13.9M | $48.1M |
| UBS Group AG | $31.7M | $184K |
| Kingsview Wealth Management, LLC | $20.1M | $511K |
| Bank of America Corp. | $15.1M | $2.3M |
| MML Investors Services, LLC | $4.5M | $7.3M |
| Osaic Holdings, Inc. | $1.2M | $9.4M |
| Envestnet Asset Management Inc. | $1.4M | $7.7M |
| Susquehanna International Group, LLP | $4.3M | $1.1M |
| Belvedere Trading LLC | $41K | $4.4M |
| Stifel Financial Corp. | $1.4M | $1.6M |
| Cetera Investment Advisers | $960K | $2.0M |
| Cambridge Investment Research Advisors, Inc. | $1.9M | $594K |
| Royal Bank of Canada | $2.4M | $32K |
| Rockefeller Capital Management L.P. | $589K | $1.7M |
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: KIE institutional holders, AGIX institutional holders.
Frequently asked questions
How much do KIE and AGIX overlap?
0.0% by weight, with 0 holdings in common, using holdings for KIE as of June 30, 2026 and AGIX as of June 30, 2026.
Do institutions hold both KIE and AGIX?
29 Form 13F filers report positions in both, out of 203 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%.