VYMI vs CORO overlap
186 institutions report holding both VYMI and CORO.
VYMICORO
Pick 2 to 4 ETFs.
We don’t have holdings for CORO. 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.
186
institutions report holding both, of 1,107 holding any
VYMI44.1% of its 13F dollars, 21.0% of its 884 holders
CORO76.3% of its 13F dollars, 45.5% of its 409 holders
Largest institutions holding both
| Firm | VYMI | CORO |
|---|---|---|
| Envestnet Asset Management Inc. | $275.1M | $1.8B |
| Morgan Stanley | $654.1M | $199.4M |
| LPL Financial LLC | $283.6M | $471.6M |
| JPMorgan Chase & Co | $46.9M | $653.6M |
| Jones Financial Companies LLLP | $273.6M | $10K |
| Wells Fargo & Company | $244.7M | $10K |
| Royal Bank of Canada | $194.8M | $32.1M |
| Merit Financial Group, LLC | $8.5M | $210.2M |
| MML Investors Services, LLC | $33.9M | $141.2M |
| Cetera Investment Advisers | $66.4M | $107.9M |
| Raymond James Financial Inc. | $167.8M | $6.3M |
| Envestnet Portfolio Solutions, Inc. | $15.8M | $153.7M |
| Park Avenue Securities LLC | $2.7M | $157.4M |
| Commonwealth Equity Services, LLC | $47.0M | $98.6M |
| Janney Montgomery Scott LLC | $36.2M | $91.0M |
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: VYMI institutional holders, CORO institutional holders.
Frequently asked questions
Do institutions hold both VYMI and CORO?
186 Form 13F filers report positions in both, out of 1,107 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%.