XBB vs AGZ overlap
XBB and AGZ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (XBB: July 31, 2026, AGZ: 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: XBB, SEC Form N-PORT, July 31, 2026; AGZ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XBB | AGZ |
|---|---|---|
| Morgan Stanley | $205 | $7.6M |
| Osaic Holdings, Inc. | $14K | $6.9M |
| Mirae Asset Global Investments Co., Ltd. | $1.8M | $1.8M |
| IFP Advisors, Inc | $3.2M | $2K |
| Envestnet Asset Management Inc. | $867K | $2.1M |
| Cetera Investment Advisers | $934K | $986K |
| Kestra Advisory Services, LLC | $225K | $240K |
| Global Retirement Partners, LLC | $64K | $270K |
| Royal Bank of Canada | $16K | $241K |
| Archer Investment Corp | $98K | $4K |
| AE Wealth Management LLC | $2K | $12K |
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: XBB institutional holders, AGZ institutional holders.
Frequently asked questions
How much do XBB and AGZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for XBB as of July 31, 2026 and AGZ as of May 31, 2026.
Do institutions hold both XBB and AGZ?
11 Form 13F filers report positions in both, out of 159 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%.