MGNR vs AFLG overlap
MGNR and AFLG overlap 0.8% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (MGNR: July 31, 2026, AFLG: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | MGNR | AFLG | Overlap |
|---|---|---|---|
| CF Industries HOCF | 1.09% | 0.67% | 0.67% |
| Permian Resour-aPR | 2.19% | 0.11% | 0.11% |
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: MGNR, SEC Form N-PORT, July 31, 2026; AFLG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | MGNR | AFLG |
|---|---|---|
| LPL Financial LLC | $34.0M | $162.8M |
| Morgan Stanley | $90.0M | $40K |
| Envestnet Asset Management Inc. | $9.7M | $58.7M |
| Osaic Holdings, Inc. | $32.3M | $11.4M |
| Janney Montgomery Scott LLC | $26.6M | $4.9M |
| Stifel Financial Corp. | $896K | $29.4M |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $17.1M |
| NewEdge Advisors, LLC | $10.1M | $3.1M |
| Integrated Wealth Concepts LLC | $15K | $12.4M |
| Kingsview Wealth Management, LLC | $1.2M | $8.3M |
| Kestra Advisory Services, LLC | $2.7M | $3.8M |
| IFP Advisors, Inc | $97K | $5.3M |
| Farther Finance Advisors, LLC | $332K | $4.3M |
| Orion Porfolio Solutions, LLC | $1.0M | $3.2M |
| Apollon Wealth Management, LLC | $3.6M | $530K |
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: MGNR institutional holders, AFLG institutional holders.
Frequently asked questions
How much do MGNR and AFLG overlap?
0.8% by weight, with 2 holdings in common, using holdings for MGNR as of July 31, 2026 and AFLG as of May 31, 2026. The largest shared position is CF.
Do institutions hold both MGNR and AFLG?
25 Form 13F filers report positions in both, out of 188 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%.