PAYM vs IDYN overlap
2 institutions report holding both PAYM and IDYN.
PAYMIDYN
Pick 2 to 4 ETFs.
We don’t have holdings for PAYM, IDYN. 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.
2
institutions report holding both, of 45 holding any
PAYM0.6% of its 13F dollars, 5.7% of its 35 holders
IDYN0.7% of its 13F dollars, 16.7% of its 12 holders
Largest institutions holding both
| Firm | PAYM | IDYN |
|---|---|---|
| Envestnet Asset Management Inc. | $601K | $728K |
| UBS Group AG | $15K | $16K |
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: PAYM institutional holders, IDYN institutional holders.
Frequently asked questions
Do institutions hold both PAYM and IDYN?
2 Form 13F filers report positions in both, out of 45 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%.