HYZD vs BBLU overlap
HYZD and BBLU 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: HYZD, SEC Form N-PORT, May 31, 2026; BBLU, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | HYZD | BBLU |
|---|---|---|
| LPL Financial LLC | $38.9M | $6.4M |
| UBS Group AG | $39.1M | $26K |
| Cetera Investment Advisers | $4.2M | $30.1M |
| Raymond James Financial Inc. | $2.4M | $18.0M |
| Morgan Stanley | $15.7M | $149K |
| Cambridge Investment Research Advisors, Inc. | $890K | $13.1M |
| Osaic Holdings, Inc. | $1.8M | $10.4M |
| Commonwealth Equity Services, LLC | $1.1M | $10.8M |
| Envestnet Asset Management Inc. | $7.6M | $3.2M |
| Integrated Wealth Concepts LLC | $8.3M | $190K |
| MML Investors Services, LLC | $1.4M | $3.5M |
| Ameritas Advisory Services, LLC | $34K | $3.7M |
| Kestra Advisory Services, LLC | $3.1M | $369K |
| Royal Bank of Canada | $98K | $2.7M |
| Janney Montgomery Scott LLC | $1.4M | $435K |
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: HYZD institutional holders, BBLU institutional holders.
Frequently asked questions
How much do HYZD and BBLU overlap?
0.0% by weight, with 0 holdings in common, using holdings for HYZD as of May 31, 2026 and BBLU as of June 30, 2026.
Do institutions hold both HYZD and BBLU?
22 Form 13F filers report positions in both, out of 107 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%.