SHYM vs ACLO overlap
6 institutions report holding both SHYM and ACLO.
SHYMACLO
Pick 2 to 4 ETFs.
We don’t have holdings for SHYM, ACLO. 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.
6
institutions report holding both, of 157 holding any
SHYM13.2% of its 13F dollars, 4.0% of its 150 holders
ACLO1.7% of its 13F dollars, 46.1% of its 13 holders
Largest institutions holding both
| Firm | SHYM | ACLO |
|---|---|---|
| LPL Financial LLC | $59.1M | $1.7M |
| Farther Finance Advisors, LLC | $142K | $5.1M |
| Truist Financial Corp. | $2.4M | $473K |
| Equitable Holdings, Inc. | $356K | $331K |
| HRT Financial LP | $371K | $213K |
| Fifth Third Bancorp | $88K | $7K |
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: SHYM institutional holders, ACLO institutional holders.
Frequently asked questions
Do institutions hold both SHYM and ACLO?
6 Form 13F filers report positions in both, out of 157 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%.