UDOW vs AGQ overlap
14 institutions report holding both UDOW and AGQ.
UDOWAGQ
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.
14
institutions report holding both, of 93 holding any
UDOW31.0% of its 13F dollars, 25.4% of its 55 holders
AGQ31.6% of its 13F dollars, 26.9% of its 52 holders
Largest institutions holding both
| Firm | UDOW | AGQ |
|---|---|---|
| Citadel Advisors LLC | $10.0M | $8.6M |
| Susquehanna International Group, LLP | $4.7M | $2.5M |
| StoneX Group Inc. | $249K | $1.4M |
| Group One Trading LLC | $86K | $1.4M |
| Larson Financial Group LLC | $53K | $1.4M |
| Morgan Stanley | $85K | $949K |
| Tower Research Capital LLC (TRC) | $1.0M | $9K |
| EverSource Wealth Advisors, LLC | $205K | $457K |
| JPMorgan Chase & Co | $320K | $53K |
| Spire Wealth Management | $252K | $680 |
| Federation des caisses Desjardins du Quebec | $60K | $102K |
| Steward Partners Investment Advisory, LLC | $44 | $28K |
| Farther Finance Advisors, LLC | $25K | $476 |
| Harbour Investments, Inc. | $12K | $7K |
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: UDOW institutional holders, AGQ institutional holders.
Frequently asked questions
Do institutions hold both UDOW and AGQ?
14 Form 13F filers report positions in both, out of 93 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%.