PCEF vs AGGH overlap
PCEF and AGGH 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: PCEF, SEC Form N-PORT, May 31, 2026; AGGH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PCEF | AGGH |
|---|---|---|
| Envestnet Asset Management Inc. | $46.0M | $27.2M |
| Royal Bank of Canada | $63.1M | $248K |
| Morgan Stanley | $53.0M | $11K |
| LPL Financial LLC | $18.5M | $23.1M |
| Sowell Financial Services LLC | $554K | $24.6M |
| Bank of America Corp. | $18.6M | $624K |
| Osaic Holdings, Inc. | $7.4M | $9.5M |
| AE Wealth Management LLC | $17K | $15.5M |
| Private Advisor Group, LLC | $551K | $13.8M |
| Raymond James Financial Inc. | $12.0M | $873K |
| Cambridge Investment Research Advisors, Inc. | $10.5M | $938K |
| Commonwealth Equity Services, LLC | $7.4M | $1.5M |
| Orion Porfolio Solutions, LLC | $608K | $2.9M |
| MML Investors Services, LLC | $2.1M | $559K |
| Janney Montgomery Scott LLC | $472K | $1.5M |
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: PCEF institutional holders, AGGH institutional holders.
Frequently asked questions
How much do PCEF and AGGH overlap?
0.0% by weight, with 0 holdings in common, using holdings for PCEF as of May 31, 2026 and AGGH as of June 30, 2026.
Do institutions hold both PCEF and AGGH?
23 Form 13F filers report positions in both, out of 195 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%.