PIE vs AGEM overlap
22 institutions report holding both PIE and AGEM.
PIEAGEM
Pick 2 to 4 ETFs.
We don’t have holdings for AGEM. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
22
institutions report holding both, of 110 holding any
PIE54.4% of its 13F dollars, 28.9% of its 76 holders
AGEM21.2% of its 13F dollars, 39.3% of its 56 holders
Largest institutions holding both
| Firm | PIE | AGEM |
|---|---|---|
| Morgan Stanley | $43.6M | $506K |
| Wells Fargo & Company | $29.3M | $33 |
| AE Wealth Management LLC | $4K | $21.4M |
| LPL Financial LLC | $9.8M | $2.5M |
| Royal Bank of Canada | $8.8M | $0 |
| Envestnet Asset Management Inc. | $2.5M | $4.1M |
| Cambridge Investment Research Advisors, Inc. | $5.5M | $730K |
| GTS Securities LLC | $398K | $3.6M |
| Old Mission Capital LLC | $606K | $3.4M |
| Cetera Investment Advisers | $352K | $1.7M |
| Osaic Holdings, Inc. | $231K | $1.5M |
| MML Investors Services, LLC | $1.3M | $203K |
| Fifth Third Bancorp | $588K | $260K |
| Commonwealth Equity Services, LLC | $594K | $234K |
| National Bank of Canada | $703K | $25K |
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: PIE institutional holders, AGEM institutional holders.
Frequently asked questions
Do institutions hold both PIE and AGEM?
22 Form 13F filers report positions in both, out of 110 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%.