PHO vs HACK overlap
169 institutions report holding both PHO and HACK.
PHOHACK
Pick 2 to 4 ETFs.
We don’t have holdings for HACK. 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.
169
institutions report holding both, of 618 holding any
PHO72.5% of its 13F dollars, 44.5% of its 380 holders
HACK69.2% of its 13F dollars, 41.5% of its 407 holders
Largest institutions holding both
| Firm | PHO | HACK |
|---|---|---|
| Bank of America Corp. | $110.5M | $20.5M |
| LPL Financial LLC | $55.6M | $73.7M |
| Morgan Stanley | $90.1M | $11.6M |
| Raymond James Financial Inc. | $24.0M | $32.1M |
| Royal Bank of Canada | $22.3M | $22.3M |
| HighTower Advisors, LLC | $2.8M | $39.5M |
| UBS Group AG | $20.9M | $17.6M |
| Perigon Wealth Management, LLC | $33.0M | $1.3M |
| Cetera Investment Advisers | $13.8M | $19.4M |
| Osaic Holdings, Inc. | $11.5M | $14.2M |
| Cambridge Investment Research Advisors, Inc. | $2.1M | $20.7M |
| Commonwealth Equity Services, LLC | $10.8M | $11.3M |
| Wealth Enhancement Advisory Services, LLC | $568K | $21.5M |
| PNC Financial Services Group, Inc. | $19.9M | $451K |
| Bluespring Wealth Management, LLC | $12.8M | $3.9M |
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: PHO institutional holders, HACK institutional holders.
Frequently asked questions
Do institutions hold both PHO and HACK?
169 Form 13F filers report positions in both, out of 618 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%.