THY vs FCVT overlap
6 institutions report holding both THY and FCVT.
THYFCVT
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 73 holding any
THY4.0% of its 13F dollars, 33.3% of its 18 holders
FCVT32.8% of its 13F dollars, 9.8% of its 61 holders
Largest institutions holding both
| Firm | THY | FCVT |
|---|---|---|
| LPL Financial LLC | $1.2M | $13.6M |
| Osaic Holdings, Inc. | $1.2M | $9.5M |
| Morgan Stanley | $49K | $3.1M |
| Cambridge Investment Research Advisors, Inc. | $452K | $2.7M |
| Geneos Wealth Management Inc. | $587K | $35K |
| Continuum Advisory, LLC | $8K | $38K |
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, FCVT institutional holders.
Frequently asked questions
Do institutions hold both THY and FCVT?
6 Form 13F filers report positions in both, out of 73 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%.