MMIT vs HIMU overlap
71 institutions report holding both MMIT and HIMU.
MMITHIMU
Pick 2 to 4 ETFs.
We don’t have holdings for HIMU. 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.
71
institutions report holding both, of 337 holding any
MMIT62.3% of its 13F dollars, 41.5% of its 171 holders
HIMU74.0% of its 13F dollars, 30.0% of its 237 holders
Largest institutions holding both
| Firm | MMIT | HIMU |
|---|---|---|
| Bank of America Corp. | $160.8M | $122.7M |
| Jones Financial Companies LLLP | $81.3M | $158.6M |
| Morgan Stanley | $93.4M | $72.0M |
| LPL Financial LLC | $44.8M | $95.4M |
| Envestnet Asset Management Inc. | $23.9M | $66.5M |
| Raymond James Financial Inc. | $58.6M | $22.5M |
| Cetera Investment Advisers | $55.5M | $22.2M |
| UBS Group AG | $52.9M | $24.5M |
| JPMorgan Chase & Co | $3.7M | $52.3M |
| Wells Fargo & Company | $111K | $39.7M |
| Ameriprise Financial Inc. | $496K | $33.7M |
| Commonwealth Equity Services, LLC | $4.0M | $28.5M |
| Mariner, LLC | $29.0M | $324K |
| Sanctuary Advisors, LLC | $5.0M | $19.7M |
| Royal Bank of Canada | $17.8M | $6.3M |
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: MMIT institutional holders, HIMU institutional holders.
Frequently asked questions
Do institutions hold both MMIT and HIMU?
71 Form 13F filers report positions in both, out of 337 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%.