THYF vs BSSX overlap
13 institutions report holding both THYF and BSSX.
THYFBSSX
Pick 2 to 4 ETFs.
We don’t have holdings for BSSX. 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.
13
institutions report holding both, of 90 holding any
THYF45.5% of its 13F dollars, 36.1% of its 36 holders
BSSX28.7% of its 13F dollars, 19.4% of its 67 holders
Largest institutions holding both
| Firm | THYF | BSSX |
|---|---|---|
| LPL Financial LLC | $28.3M | $7.5M |
| Raymond James Financial Inc. | $527K | $4.3M |
| Cetera Investment Advisers | $4.3M | $431K |
| HighTower Advisors, LLC | $242K | $3.5M |
| Morgan Stanley | $107 | $2.3M |
| Jane Street Group, LLC | $1.1M | $1000K |
| Envestnet Asset Management Inc. | $789K | $1.2M |
| Jones Financial Companies LLLP | $1.1M | $585K |
| UBS Group AG | $362K | $934K |
| Osaic Holdings, Inc. | $38K | $1.2M |
| Integrated Wealth Concepts LLC | $36K | $238K |
| Wells Fargo & Company | $7K | $258K |
| Steward Partners Investment Advisory, LLC | $75K | $10K |
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: THYF institutional holders, BSSX institutional holders.
Frequently asked questions
Do institutions hold both THYF and BSSX?
13 Form 13F filers report positions in both, out of 90 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%.