THY vs BFOR overlap
6 institutions report holding both THY and BFOR.
THYBFOR
Pick 2 to 4 ETFs.
We don’t have holdings for THY. 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 55 holding any
THY3.8% of its 13F dollars, 33.3% of its 18 holders
BFOR56.3% of its 13F dollars, 13.9% of its 43 holders
Largest institutions holding both
| Firm | THY | BFOR |
|---|---|---|
| Morgan Stanley | $49K | $46.5M |
| LPL Financial LLC | $1.2M | $1.3M |
| Osaic Holdings, Inc. | $1.2M | $502K |
| Cambridge Investment Research Advisors, Inc. | $452K | $544K |
| GTS Securities LLC | $460K | $370K |
| IFP Advisors, Inc | $12K | $401K |
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: THY institutional holders, BFOR institutional holders.
Frequently asked questions
Do institutions hold both THY and BFOR?
6 Form 13F filers report positions in both, out of 55 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%.