PHYL vs HIMU overlap
49 institutions report holding both PHYL and HIMU.
PHYLHIMU
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.
49
institutions report holding both, of 322 holding any
PHYL27.2% of its 13F dollars, 36.6% of its 134 holders
HIMU60.0% of its 13F dollars, 20.7% of its 237 holders
Largest institutions holding both
| Firm | PHYL | HIMU |
|---|---|---|
| Jones Financial Companies LLLP | $6.2M | $158.6M |
| Envestnet Asset Management Inc. | $52.8M | $66.5M |
| LPL Financial LLC | $11.8M | $95.4M |
| Raymond James Financial Inc. | $80.2M | $22.5M |
| Ameriprise Financial Inc. | $51.0M | $33.7M |
| Morgan Stanley | $129K | $72.0M |
| JPMorgan Chase & Co | $14.2M | $52.3M |
| Wells Fargo & Company | $18.9M | $39.7M |
| Cetera Investment Advisers | $15.6M | $22.2M |
| Commonwealth Equity Services, LLC | $609K | $28.5M |
| MML Investors Services, LLC | $9.2M | $15.6M |
| UBS Group AG | $4K | $24.5M |
| Natixis Advisors, LLC | $788K | $22.9M |
| Integrated Wealth Concepts LLC | $4.6M | $17.3M |
| Cambridge Investment Research Advisors, Inc. | $11.1M | $7.3M |
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: PHYL institutional holders, HIMU institutional holders.
Frequently asked questions
Do institutions hold both PHYL and HIMU?
49 Form 13F filers report positions in both, out of 322 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%.