PKB vs AGOX overlap
PKB and AGOX overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (PKB: July 31, 2026, AGOX: 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
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: PKB, SEC Form N-PORT, July 31, 2026; AGOX, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PKB | AGOX |
|---|---|---|
| Royal Bank of Canada | $9.1M | $33.1M |
| LPL Financial LLC | $21.7M | $16.7M |
| Morgan Stanley | $32.5M | $37K |
| Cetera Investment Advisers | $14.8M | $14.8M |
| Envestnet Asset Management Inc. | $2.2M | $13.9M |
| Raymond James Financial Inc. | $10.3M | $2.0M |
| UBS Group AG | $1.6M | $10.4M |
| Wells Fargo & Company | $9.4M | $4K |
| Osaic Holdings, Inc. | $1.6M | $7.6M |
| Commonwealth Equity Services, LLC | $1.1M | $6.0M |
| Global Retirement Partners, LLC | $344K | $3.9M |
| Susquehanna International Group, LLP | $655K | $2.0M |
| NewEdge Advisors, LLC | $83K | $2.0M |
| Kestra Advisory Services, LLC | $1.6M | $356K |
| JPMorgan Chase & Co | $24K | $735K |
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: PKB institutional holders, AGOX institutional holders.
Frequently asked questions
How much do PKB and AGOX overlap?
0.0% by weight, with 0 holdings in common, using holdings for PKB as of July 31, 2026 and AGOX as of May 31, 2026.
Do institutions hold both PKB and AGOX?
20 Form 13F filers report positions in both, out of 137 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%.