INCM vs HYS overlap
54 institutions report holding both INCM and HYS.
INCMHYS
Pick 2 to 4 ETFs.
We don’t have holdings for INCM. 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.
54
institutions report holding both, of 334 holding any
INCM79.4% of its 13F dollars, 44.6% of its 121 holders
HYS49.6% of its 13F dollars, 20.2% of its 267 holders
Largest institutions holding both
| Firm | INCM | HYS |
|---|---|---|
| LPL Financial LLC | $181.6M | $34.7M |
| Morgan Stanley | $45.4M | $67.6M |
| Wells Fargo & Company | $77.2M | $15.2M |
| Raymond James Financial Inc. | $73.1M | $14.1M |
| Royal Bank of Canada | $50.8M | $20.3M |
| Ameriprise Financial Inc. | $50.1M | $12.3M |
| Bank of America Corp. | $41.9M | $20.4M |
| Envestnet Asset Management Inc. | $3.2M | $55.4M |
| Assetmark, Inc. | $52K | $49.7M |
| Cetera Investment Advisers | $20.9M | $27.3M |
| Osaic Holdings, Inc. | $18.4M | $11.4M |
| Commonwealth Equity Services, LLC | $8.2M | $16.4M |
| Cambridge Investment Research Advisors, Inc. | $7.6M | $15.0M |
| Wealth Enhancement Advisory Services, LLC | $18.2M | $2.0M |
| Jones Financial Companies LLLP | $8.9M | $10.6M |
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: INCM institutional holders, HYS institutional holders.
Frequently asked questions
Do institutions hold both INCM and HYS?
54 Form 13F filers report positions in both, out of 334 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%.