SPUU vs AGQ overlap
10 institutions report holding both SPUU and AGQ.
SPUUAGQ
Pick 2 to 4 ETFs.
We don’t have holdings for AGQ. 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.
10
institutions report holding both, of 69 holding any
SPUU12.8% of its 13F dollars, 37.0% of its 27 holders
AGQ33.5% of its 13F dollars, 19.2% of its 52 holders
Largest institutions holding both
| Firm | SPUU | AGQ |
|---|---|---|
| Citadel Advisors LLC | $1.7M | $8.6M |
| Susquehanna International Group, LLP | $2.9M | $2.5M |
| HRT Financial LP | $1.2M | $3.3M |
| Larson Financial Group LLC | $219K | $1.4M |
| Morgan Stanley | $380 | $949K |
| UBS Group AG | $17K | $902K |
| Bison Wealth, LLC | $316K | $299K |
| Arax Advisory Partners | $250K | $2K |
| Tower Research Capital LLC (TRC) | $208K | $9K |
| Farther Finance Advisors, LLC | $3K | $476 |
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: SPUU institutional holders, AGQ institutional holders.
Frequently asked questions
Do institutions hold both SPUU and AGQ?
10 Form 13F filers report positions in both, out of 69 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%.