PWZ vs HYS overlap
PWZ and HYS overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: PWZ, SEC Form N-PORT, May 31, 2026; HYS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PWZ | HYS |
|---|---|---|
| Mercer Global Advisors Inc. | $85.3M | $3.9M |
| Morgan Stanley | $15.3M | $67.6M |
| Envestnet Asset Management Inc. | $1.1M | $55.4M |
| LPL Financial LLC | $16.7M | $34.7M |
| Bank of America Corp. | $29.8M | $20.4M |
| Assetmark, Inc. | $344K | $49.7M |
| OneDigital Investment Advisors LLC | $947K | $35.5M |
| Cetera Investment Advisers | $1.1M | $27.3M |
| Royal Bank of Canada | $448K | $20.3M |
| Wells Fargo & Company | $4.5M | $15.2M |
| Commonwealth Equity Services, LLC | $1.5M | $16.4M |
| Cambridge Investment Research Advisors, Inc. | $2.0M | $15.0M |
| Raymond James Financial Inc. | $1.8M | $14.1M |
| UBS Group AG | $2.0M | $13.0M |
| Ameriprise Financial Inc. | $1.5M | $12.3M |
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: PWZ institutional holders, HYS institutional holders.
Frequently asked questions
How much do PWZ and HYS overlap?
0.0% by weight, with 0 holdings in common, using holdings for PWZ as of May 31, 2026 and HYS as of June 30, 2026.
Do institutions hold both PWZ and HYS?
50 Form 13F filers report positions in both, out of 347 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%.