HYXF vs BBBI overlap
7 institutions report holding both HYXF and BBBI.
HYXFBBBI
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 102 holding any
HYXF8.6% of its 13F dollars, 8.1% of its 86 holders
BBBI14.1% of its 13F dollars, 30.4% of its 23 holders
Largest institutions holding both
| Firm | HYXF | BBBI |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.6M | $2.6M |
| Cetera Investment Advisers | $1.4M | $3.9M |
| Envestnet Asset Management Inc. | $1.1M | $3.1M |
| JPMorgan Chase & Co | $259K | $443K |
| AE Wealth Management LLC | $47K | $324K |
| Integrated Wealth Concepts LLC | $60K | $2K |
| Morgan Stanley | $89 | $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: HYXF institutional holders, BBBI institutional holders.
Frequently asked questions
Do institutions hold both HYXF and BBBI?
7 Form 13F filers report positions in both, out of 102 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%.