NUHY vs BSMY overlap
14 institutions report holding both NUHY and BSMY.
NUHYBSMY
Pick 2 to 4 ETFs.
We don’t have holdings for BSMY. 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.
14
institutions report holding both, of 101 holding any
NUHY44.6% of its 13F dollars, 22.9% of its 61 holders
BSMY29.0% of its 13F dollars, 25.9% of its 54 holders
Largest institutions holding both
| Firm | NUHY | BSMY |
|---|---|---|
| Envestnet Asset Management Inc. | $11.9M | $971K |
| Morgan Stanley | $10.2M | $1.4M |
| LPL Financial LLC | $3.5M | $6.9M |
| Bank of America Corp. | $4.3M | $3.0M |
| Raymond James Financial Inc. | $352K | $6.9M |
| UBS Group AG | $2.7M | $731K |
| MML Investors Services, LLC | $1.0M | $374K |
| Osaic Holdings, Inc. | $177K | $1.2M |
| NewEdge Advisors, LLC | $497K | $323K |
| Jane Street Group, LLC | $454K | $317K |
| Royal Bank of Canada | $46K | $364K |
| Fifth Third Bancorp | $106K | $41K |
| IFP Advisors, Inc | $1K | $97K |
| Integrated Wealth Concepts LLC | $11K | $50K |
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: NUHY institutional holders, BSMY institutional holders.
Frequently asked questions
Do institutions hold both NUHY and BSMY?
14 Form 13F filers report positions in both, out of 101 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%.