THY vs PFIG overlap
3 institutions report holding both THY and PFIG.
THYPFIG
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.
3
institutions report holding both, of 49 holding any
THY2.8% of its 13F dollars, 16.7% of its 18 holders
PFIG15.8% of its 13F dollars, 8.8% of its 34 holders
Largest institutions holding both
| Firm | THY | PFIG |
|---|---|---|
| LPL Financial LLC | $1.2M | $13.5M |
| Osaic Holdings, Inc. | $1.2M | $14K |
| Morgan Stanley | $49K | $310K |
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, PFIG institutional holders.
Frequently asked questions
Do institutions hold both THY and PFIG?
3 Form 13F filers report positions in both, out of 49 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%.