HYHG vs FTCA overlap
16 institutions report holding both HYHG and FTCA.
HYHGFTCA
Pick 2 to 4 ETFs.
We don’t have holdings for FTCA. 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.
16
institutions report holding both, of 122 holding any
HYHG56.7% of its 13F dollars, 30.2% of its 53 holders
FTCA50.0% of its 13F dollars, 18.8% of its 85 holders
Largest institutions holding both
| Firm | HYHG | FTCA |
|---|---|---|
| Morgan Stanley | $16.9M | $7.2M |
| LPL Financial LLC | $4.0M | $12.4M |
| Wells Fargo & Company | $9.3M | $1.5M |
| Commonwealth Equity Services, LLC | $321K | $8.9M |
| Envestnet Asset Management Inc. | $4.8M | $246K |
| Raymond James Financial Inc. | $3.1M | $1.6M |
| Osaic Holdings, Inc. | $1.2M | $997K |
| Cetera Investment Advisers | $1.2M | $871K |
| Royal Bank of Canada | $581K | $1.1M |
| UBS Group AG | $276K | $1.2M |
| Jane Street Group, LLC | $340K | $984K |
| Rockefeller Capital Management L.P. | $704K | $136K |
| Kestra Advisory Services, LLC | $380K | $457K |
| Allworth Financial LP | $6K | $434K |
| Ameritas Advisory Services, LLC | $19K | $240K |
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: HYHG institutional holders, FTCA institutional holders.
Frequently asked questions
Do institutions hold both HYHG and FTCA?
16 Form 13F filers report positions in both, out of 122 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%.