FDHY vs BKHY overlap
FDHY and BKHY overlap 16.6% by weight, across 235 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (FDHY: May 31, 2026, BKHY: July 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
| Holding | FDHY | BKHY | Overlap |
|---|---|---|---|
| 1261229 BC Ltd.BHCCN | 0.95% | 0.45% | 0.45% |
| Transdigm Inc.TDG | 0.72% | 0.31% | 0.31% |
| Meridian ARC HOLMERIDI | 0.30% | 0.40% | 0.30% |
| Directv FIN/DTVDTV | 0.40% | 0.28% | 0.28% |
| Core ScientificCORZ | 0.35% | 0.25% | 0.25% |
| Discovery HLDGWBD | 0.29% | 0.24% | 0.24% |
| Venture Global LVENLNG | 0.35% | 0.23% | 0.23% |
| Oak-Eagle AcquirEA | 0.19% | 0.36% | 0.19% |
| Cloud Sftwr GRPTIBX | 0.19% | 0.35% | 0.19% |
| Comstock RE Inc.CRK | 0.32% | 0.19% | 0.19% |
| Oak-Eagle AcquirEA | 0.17% | 0.38% | 0.17% |
| Transdigm Inc. | 0.51% | 0.16% | 0.16% |
| Coreweave Inc.CRWV | 0.38% | 0.16% | 0.16% |
| Directv FinancinDTV | 0.43% | 0.16% | 0.16% |
| FAIR Isaac Corp.FAIRIC | 0.17% | 0.16% | 0.16% |
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: FDHY, SEC Form N-PORT, May 31, 2026; BKHY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FDHY | BKHY |
|---|---|---|
| LPL Financial LLC | $26.0M | $3.7M |
| Morgan Stanley | $2.8M | $16.7M |
| Raymond James Financial Inc. | $4.5M | $2.9M |
| JPMorgan Chase & Co | $2.0M | $4.8M |
| Integrated Wealth Concepts LLC | $227K | $6.1M |
| Envestnet Asset Management Inc. | $1.0M | $4.7M |
| Cetera Investment Advisers | $1.5M | $2.8M |
| Osaic Holdings, Inc. | $2.4M | $6K |
| AE Wealth Management LLC | $59K | $2.2M |
| Jane Street Group, LLC | $704K | $1.0M |
| Cambridge Investment Research Advisors, Inc. | $1.0M | $632K |
| Captrust Financial Advisors | $758K | $587K |
| Symphony Financial, Ltd. Co. | $250K | $992K |
| Janney Montgomery Scott LLC | $266K | $784K |
| Royal Bank of Canada | $232K | $460K |
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: FDHY institutional holders, BKHY institutional holders.
Frequently asked questions
How much do FDHY and BKHY overlap?
16.6% by weight, with 235 holdings in common, using holdings for FDHY as of May 31, 2026 and BKHY as of July 31, 2026. The largest shared position is BHCCN.
Do institutions hold both FDHY and BKHY?
20 Form 13F filers report positions in both, out of 98 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%.