TFI vs HYLB overlap
TFI and HYLB 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: TFI, SEC Form N-PORT, June 30, 2026; HYLB, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | TFI | HYLB |
|---|---|---|
| Bank of America Corp. | $404.3M | $395.3M |
| Betterment LLC | $505.2M | $11.5M |
| Northwestern Mutual Wealth Management Co | $266.3M | $133K |
| Envestnet Asset Management Inc. | $134.5M | $106.6M |
| Wells Fargo & Company | $46.0M | $182.8M |
| Royal Bank of Canada | $4.4M | $211.6M |
| UBS Group AG | $115.7M | $25.4M |
| Morgan Stanley | $112.2M | $10.4M |
| PNC Financial Services Group, Inc. | $678K | $103.7M |
| LPL Financial LLC | $81.7M | $15.6M |
| Fifth Third Bancorp | $4.1M | $73.6M |
| Bank of Montreal | $70.5M | $256 |
| Raymond James Financial Inc. | $53.7M | $12.7M |
| Assetmark, Inc. | $31.2M | $32.3M |
| Arax Advisory Partners | $61.8M | $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: TFI institutional holders, HYLB institutional holders.
Frequently asked questions
How much do TFI and HYLB overlap?
0.0% by weight, with 0 holdings in common, using holdings for TFI as of June 30, 2026 and HYLB as of May 29, 2026.
Do institutions hold both TFI and HYLB?
100 Form 13F filers report positions in both, out of 475 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%.