GHYG vs BBBS overlap
6 institutions report holding both GHYG and BBBS.
GHYGBBBS
Pick 2 to 4 ETFs.
We don’t have holdings for BBBS. 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.
6
institutions report holding both, of 75 holding any
GHYG9.0% of its 13F dollars, 12.0% of its 50 holders
BBBS10.3% of its 13F dollars, 19.4% of its 31 holders
Largest institutions holding both
| Firm | GHYG | BBBS |
|---|---|---|
| Royal Bank of Canada | $1.0M | $13.8M |
| Jane Street Group, LLC | $4.7M | $596K |
| Morgan Stanley | $3.8M | $3K |
| Osaic Holdings, Inc. | $2.3M | $15K |
| Envestnet Asset Management Inc. | $930K | $213K |
| Allworth Financial LP | $453 | $6K |
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: GHYG institutional holders, BBBS institutional holders.
Frequently asked questions
Do institutions hold both GHYG and BBBS?
6 Form 13F filers report positions in both, out of 75 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%.