HYTR vs HYGH overlap
HYTR and HYGH overlap 30.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | HYTR | HYGH | Overlap |
|---|---|---|---|
| iShares iBoxx USD High Yield Corporate Bond ETFHYG | 29.99% | 93.46% | 29.99% |
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: HYTR, SEC Form N-PORT, June 30, 2026; HYGH, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | HYTR | HYGH |
|---|---|---|
| LPL Financial LLC | $237.9M | $29.7M |
| Osaic Holdings, Inc. | $1.9M | $7.0M |
| Integrated Wealth Concepts LLC | $2.8M | $87K |
| Cetera Investment Advisers | $937K | $1.5M |
| Citadel Advisors LLC | $986K | $729K |
| NewEdge Advisors, LLC | $612K | $108K |
| Global Retirement Partners, LLC | $15K | $401K |
| Morgan Stanley | $97K | $167K |
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: HYTR institutional holders, HYGH institutional holders.
Frequently asked questions
How much do HYTR and HYGH overlap?
30.0% by weight, with 1 holdings in common, using holdings for HYTR as of June 30, 2026 and HYGH as of July 31, 2026. The largest shared position is HYG.
Do institutions hold both HYTR and HYGH?
8 Form 13F filers report positions in both, out of 115 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%.