SRHR vs AGQ overlap
1 institutions report holding both SRHR and AGQ.
SRHRAGQ
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.
1
institutions report holding both, of 54 holding any
SRHR0.5% of its 13F dollars, 33.3% of its 3 holders
AGQ16.1% of its 13F dollars, 1.9% of its 52 holders
Largest institutions holding both
| Firm | SRHR | AGQ |
|---|---|---|
| Citadel Advisors LLC | $257K | $8.6M |
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: SRHR institutional holders, AGQ institutional holders.
Frequently asked questions
Do institutions hold both SRHR and AGQ?
1 Form 13F filers report positions in both, out of 54 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%.