BRHY vs ACYS overlap
5 institutions report holding both BRHY and ACYS.
BRHYACYS
Pick 2 to 4 ETFs.
We don’t have holdings for BRHY. 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.
5
institutions report holding both, of 82 holding any
BRHY11.8% of its 13F dollars, 22.7% of its 22 holders
ACYS17.6% of its 13F dollars, 7.7% of its 65 holders
Largest institutions holding both
| Firm | BRHY | ACYS |
|---|---|---|
| Commonwealth Equity Services, LLC | $386K | $16.2M |
| Kestra Advisory Services, LLC | $8.7M | $250K |
| Jane Street Group, LLC | $2.3M | $2.8M |
| Wedbush Securities Inc. | $1.4M | $1.0M |
| Merit Financial Group, LLC | $958K | $280K |
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: BRHY institutional holders, ACYS institutional holders.
Frequently asked questions
Do institutions hold both BRHY and ACYS?
5 Form 13F filers report positions in both, out of 82 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%.