PEY vs AGGH overlap
PEY 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: PEY, SEC Form N-PORT, July 31, 2026; AGGH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PEY | AGGH |
|---|---|---|
| Bank of America Corp. | $104.4M | $624K |
| Morgan Stanley | $55.7M | $11K |
| LPL Financial LLC | $31.3M | $23.1M |
| Envestnet Asset Management Inc. | $1.6M | $27.2M |
| Sowell Financial Services LLC | $298K | $24.6M |
| Raymond James Financial Inc. | $15.2M | $873K |
| AE Wealth Management LLC | $64K | $15.5M |
| Private Advisor Group, LLC | $1.6M | $13.8M |
| Osaic Holdings, Inc. | $3.9M | $9.5M |
| Principal Securities, Inc. | $852K | $10.3M |
| Brookwood Investment Group LLC | $244K | $9.6M |
| Jones Financial Companies LLLP | $6.4M | $10K |
| Cambridge Investment Research Advisors, Inc. | $4.5M | $938K |
| Royal Bank of Canada | $4.8M | $248K |
| Commonwealth Equity Services, LLC | $3.2M | $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: PEY institutional holders, AGGH institutional holders.
Frequently asked questions
How much do PEY and AGGH overlap?
0.0% by weight, with 0 holdings in common, using holdings for PEY as of July 31, 2026 and AGGH as of June 30, 2026.
Do institutions hold both PEY and AGGH?
32 Form 13F filers report positions in both, out of 251 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%.