GHYB vs BBBI overlap
7 institutions report holding both GHYB and BBBI.
GHYBBBBI
Pick 2 to 4 ETFs.
We don’t have holdings for BBBI. 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.
7
institutions report holding both, of 55 holding any
GHYB15.6% of its 13F dollars, 17.9% of its 39 holders
BBBI65.7% of its 13F dollars, 30.4% of its 23 holders
Largest institutions holding both
| Firm | GHYB | BBBI |
|---|---|---|
| Atwood & Palmer Inc. | $812K | $40.4M |
| Jane Street Group, LLC | $5.0M | $1.5M |
| Envestnet Asset Management Inc. | $426K | $3.1M |
| MML Investors Services, LLC | $2.3M | $1.1M |
| Commonwealth Equity Services, LLC | $332K | $2.6M |
| Morgan Stanley | $2.4M | $6K |
| Integrated Wealth Concepts LLC | $310K | $2K |
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: GHYB institutional holders, BBBI institutional holders.
Frequently asked questions
Do institutions hold both GHYB and BBBI?
7 Form 13F filers report positions in both, out of 55 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%.