FTNY vs AHYB overlap
3 institutions report holding both FTNY and AHYB.
FTNYAHYB
Pick 2 to 4 ETFs.
We don’t have holdings for FTNY. 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.
3
institutions report holding both, of 73 holding any
FTNY8.9% of its 13F dollars, 4.5% of its 67 holders
AHYB93.0% of its 13F dollars, 33.3% of its 9 holders
Largest institutions holding both
| Firm | FTNY | AHYB |
|---|---|---|
| Envestnet Asset Management Inc. | $1.0M | $48.7M |
| Cambridge Investment Research Advisors, Inc. | $3.2M | $662K |
| MML Investors Services, LLC | $409K | $316K |
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: FTNY institutional holders, AHYB institutional holders.
Frequently asked questions
Do institutions hold both FTNY and AHYB?
3 Form 13F filers report positions in both, out of 73 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%.