PHYL vs MMIT overlap
PHYL and MMIT overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (PHYL: May 29, 2026, MMIT: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: PHYL, SEC Form N-PORT, May 29, 2026; MMIT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PHYL | MMIT |
|---|---|---|
| Raymond James Financial Inc. | $80.2M | $58.6M |
| Morgan Stanley | $129K | $93.4M |
| Jones Financial Companies LLLP | $6.2M | $81.3M |
| Envestnet Asset Management Inc. | $52.8M | $23.9M |
| Cetera Investment Advisers | $15.6M | $55.5M |
| LPL Financial LLC | $11.8M | $44.8M |
| UBS Group AG | $4K | $52.9M |
| Ameriprise Financial Inc. | $51.0M | $496K |
| Royal Bank of Canada | $12.0M | $17.8M |
| Wells Fargo & Company | $18.9M | $111K |
| JPMorgan Chase & Co | $14.2M | $3.7M |
| Stifel Financial Corp. | $6.9M | $10.7M |
| Thrivent Financial for Lutherans | $14.7M | $383K |
| Osaic Holdings, Inc. | $3.4M | $10.6M |
| MML Investors Services, LLC | $9.2M | $3.5M |
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, MMIT institutional holders.
Frequently asked questions
How much do PHYL and MMIT overlap?
0.0% by weight, with 0 holdings in common, using holdings for PHYL as of May 29, 2026 and MMIT as of July 31, 2026.
Do institutions hold both PHYL and MMIT?
42 Form 13F filers report positions in both, out of 263 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%.