HAPI vs FYLD overlap
HAPI and FYLD overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: HAPI, SEC Form N-PORT, July 31, 2026; FYLD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | HAPI | FYLD |
|---|---|---|
| Raymond James Financial Inc. | $1.8M | $16.9M |
| LPL Financial LLC | $4.7M | $13.0M |
| UBS Group AG | $2K | $7.8M |
| Steward Partners Investment Advisory, LLC | $5.0M | $89K |
| MML Investors Services, LLC | $356K | $890K |
| Morgan Stanley | $1.1M | $142K |
| Cetera Investment Advisers | $518K | $445K |
| Northwestern Mutual Wealth Management Co | $84K | $245K |
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: HAPI institutional holders, FYLD institutional holders.
Frequently asked questions
How much do HAPI and FYLD overlap?
0.0% by weight, with 0 holdings in common, using holdings for HAPI as of July 31, 2026 and FYLD as of July 31, 2026.
Do institutions hold both HAPI and FYLD?
8 Form 13F filers report positions in both, out of 103 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%.