PYLD vs MINT overlap
338 institutions report holding both PYLD and MINT.
PYLDMINT
Pick 2 to 4 ETFs.
We don’t have holdings for PYLD. 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.
338
institutions report holding both, of 1,112 holding any
PYLD63.7% of its 13F dollars, 48.9% of its 691 holders
MINT88.5% of its 13F dollars, 44.5% of its 759 holders
Largest institutions holding both
| Firm | PYLD | MINT |
|---|---|---|
| JPMorgan Chase & Co | $8.9M | $3.2B |
| Morgan Stanley | $616.1M | $933.1M |
| LPL Financial LLC | $566.6M | $499.5M |
| Assetmark, Inc. | $3K | $1.0B |
| Bank of America Corp. | $664.6M | $232.7M |
| Wells Fargo & Company | $261.5M | $511.6M |
| UBS Group AG | $148.8M | $338.4M |
| Envestnet Asset Management Inc. | $359.4M | $104.2M |
| HighTower Advisors, LLC | $304.8M | $59.2M |
| Sequoia Financial Advisors, LLC | $328.9M | $4.0M |
| AE Wealth Management LLC | $197.6M | $115.1M |
| Raymond James Financial Inc. | $210.8M | $89.4M |
| NewEdge Advisors, LLC | $171.0M | $78.2M |
| Royal Bank of Canada | $109.7M | $121.2M |
| Cambridge Investment Research Advisors, Inc. | $111.2M | $76.7M |
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: PYLD institutional holders, MINT institutional holders.
Frequently asked questions
Do institutions hold both PYLD and MINT?
338 Form 13F filers report positions in both, out of 1,112 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%.