SHYM vs MUST overlap
29 institutions report holding both SHYM and MUST.
SHYMMUST
Pick 2 to 4 ETFs.
We don’t have holdings for SHYM. 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.
29
institutions report holding both, of 205 holding any
SHYM32.9% of its 13F dollars, 19.3% of its 150 holders
MUST56.0% of its 13F dollars, 34.5% of its 84 holders
Largest institutions holding both
| Firm | SHYM | MUST |
|---|---|---|
| LPL Financial LLC | $59.1M | $80.6M |
| Morgan Stanley | $33 | $121.5M |
| Commonwealth Equity Services, LLC | $29.7M | $5.9M |
| Osaic Holdings, Inc. | $18.8M | $4.1M |
| Wells Fargo & Company | $7 | $21.6M |
| Envestnet Asset Management Inc. | $17.1M | $1.2M |
| JPMorgan Chase & Co | $9.3M | $1.4M |
| Private Advisor Group, LLC | $1.7M | $5.0M |
| ARQ Wealth Advisors, LLC | $355K | $6.0M |
| MML Investors Services, LLC | $4.9M | $395K |
| Cetera Investment Advisers | $2.4M | $2.6M |
| Janney Montgomery Scott LLC | $2.4M | $660K |
| Wealth Enhancement Advisory Services, LLC | $924K | $1.8M |
| Truist Financial Corp. | $2.4M | $261K |
| Vestmark Advisory Solutions, Inc. | $1.2M | $1.1M |
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, MUST institutional holders.
Frequently asked questions
Do institutions hold both SHYM and MUST?
29 Form 13F filers report positions in both, out of 205 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%.