SHYM vs RMOP overlap
12 institutions report holding both SHYM and RMOP.
SHYMRMOP
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.
12
institutions report holding both, of 168 holding any
SHYM22.8% of its 13F dollars, 8.0% of its 150 holders
RMOP24.1% of its 13F dollars, 40.0% of its 30 holders
Largest institutions holding both
| Firm | SHYM | RMOP |
|---|---|---|
| Envestnet Asset Management Inc. | $17.1M | $92.1M |
| LPL Financial LLC | $59.1M | $11.2M |
| Osaic Holdings, Inc. | $18.8M | $8K |
| HighTower Advisors, LLC | $8.3M | $3.9M |
| Jane Street Group, LLC | $698K | $5.5M |
| Old Mission Capital LLC | $618K | $2.1M |
| Diversify Wealth Management, LLC | $1.2M | $250K |
| Diversify Advisory Services, LLC | $1.2M | $250K |
| NewEdge Advisors, LLC | $847K | $76K |
| Steward Partners Investment Advisory, LLC | $55K | $383K |
| Fifth Third Bancorp | $88K | $51K |
| Morgan Stanley | $33 | $4K |
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, RMOP institutional holders.
Frequently asked questions
Do institutions hold both SHYM and RMOP?
12 Form 13F filers report positions in both, out of 168 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%.