THNQ vs AGEM overlap
16 institutions report holding both THNQ and AGEM.
THNQAGEM
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.
16
institutions report holding both, of 143 holding any
THNQ14.4% of its 13F dollars, 15.5% of its 103 holders
AGEM9.2% of its 13F dollars, 28.6% of its 56 holders
Largest institutions holding both
| Firm | THNQ | AGEM |
|---|---|---|
| LPL Financial LLC | $14.5M | $2.5M |
| GTS Securities LLC | $6.0M | $3.6M |
| Envestnet Asset Management Inc. | $917K | $4.1M |
| Truist Financial Corp. | $711K | $2.4M |
| Cetera Investment Advisers | $834K | $1.7M |
| Osaic Holdings, Inc. | $884K | $1.5M |
| Commonwealth Equity Services, LLC | $1.2M | $234K |
| Wealth Enhancement Advisory Services, LLC | $1.1M | $210K |
| Morgan Stanley | $545K | $506K |
| FMR LLC | $47K | $450K |
| Steward Partners Investment Advisory, LLC | $414K | $25K |
| Fifth Third Bancorp | $68K | $260K |
| Royal Bank of Canada | $235K | $0 |
| Northwestern Mutual Wealth Management Co | $142K | $21K |
| Institute for Wealth Management, LLC. | $4K | $37K |
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: THNQ institutional holders, AGEM institutional holders.
Frequently asked questions
Do institutions hold both THNQ and AGEM?
16 Form 13F filers report positions in both, out of 143 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%.