MFSB vs AGZ overlap
MFSB and AGZ 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: MFSB, SEC Form N-PORT, May 31, 2026; AGZ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | MFSB | AGZ |
|---|---|---|
| LPL Financial LLC | $151.3M | $5.5M |
| Stifel Financial Corp. | $1.7M | $52.3M |
| Raymond James Financial Inc. | $12.2M | $35.9M |
| Jones Financial Companies LLLP | $26.2M | $155K |
| Cetera Investment Advisers | $12.8M | $986K |
| Private Advisor Group, LLC | $11.9M | $571K |
| UBS Group AG | $224 | $11.5M |
| Osaic Holdings, Inc. | $2.8M | $6.9M |
| Cambridge Investment Research Advisors, Inc. | $7.0M | $1.1M |
| Susquehanna International Group, LLP | $201K | $4.5M |
| Envestnet Asset Management Inc. | $1.4M | $2.1M |
| JPMorgan Chase & Co | $2.8M | $709K |
| Commonwealth Equity Services, LLC | $2.3M | $769K |
| Integrated Wealth Concepts LLC | $2.8M | $48K |
| Jane Street Group, LLC | $1.9M | $419K |
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: MFSB institutional holders, AGZ institutional holders.
Frequently asked questions
How much do MFSB and AGZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for MFSB as of May 31, 2026 and AGZ as of May 31, 2026.
Do institutions hold both MFSB and AGZ?
18 Form 13F filers report positions in both, out of 163 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%.