YALL vs AGGM overlap

YALL and AGGM overlap 0.0% by weight, across 0 shared holdings.

YALLAGGM

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

YALL0.0% of the fund is in shared holdings, of 40

AGGM0.0% of the fund is in shared holdings, of 3,127

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: YALL, SEC Form N-PORT, May 31, 2026; AGGM, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 69 holding any

YALL4.2% of its 13F dollars, 23.1% of its 13 holders

AGGM19.4% of its 13F dollars, 5.1% of its 59 holders

Largest institutions holding both

Firm	YALL	AGGM
JPMorgan Chase & Co	$165K	$19.3M
LPL Financial LLC	$2.1M	$1.0M
AE Wealth Management LLC	$2.2M	$934

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: YALL institutional holders, AGGM institutional holders.

Frequently asked questions

How much do YALL and AGGM overlap?

0.0% by weight, with 0 holdings in common, using holdings for YALL as of May 31, 2026 and AGGM as of May 31, 2026.

Do institutions hold both YALL and AGGM?

3 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%.