LDRH vs AGGS overlap

LDRH and AGGS overlap 0.0% by weight, across 0 shared holdings.

LDRHAGGS

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

LDRH0.0% of the fund is in shared holdings, of 5

AGGS0.0% of the fund is in shared holdings, of 286

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

institutions report holding both, of 14 holding any

LDRH3.2% of its 13F dollars, 16.7% of its 6 holders

AGGS0.3% of its 13F dollars, 11.1% of its 9 holders

Largest institutions holding both

Firm	LDRH	AGGS
International Assets Investment Management, LLC	$423K	$39K

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: LDRH institutional holders, AGGS institutional holders.

Frequently asked questions

How much do LDRH and AGGS overlap?

0.0% by weight, with 0 holdings in common, using holdings for LDRH as of July 31, 2026 and AGGS as of July 31, 2026.

Do institutions hold both LDRH and AGGS?

1 Form 13F filers report positions in both, out of 14 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%.