WELD vs FYEE overlap
9 institutions report holding both WELD and FYEE.
WELDFYEE
Pick 2 to 4 ETFs.
We don’t have holdings for WELD. 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.
9
institutions report holding both, of 93 holding any
WELD16.8% of its 13F dollars, 18.4% of its 49 holders
FYEE38.7% of its 13F dollars, 17.0% of its 53 holders
Largest institutions holding both
| Firm | WELD | FYEE |
|---|---|---|
| LPL Financial LLC | $8.0M | $14.0M |
| Commonwealth Equity Services, LLC | $389K | $20.3M |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $5.5M |
| Wealth Enhancement Advisory Services, LLC | $5.7M | $606K |
| Royal Bank of Canada | $2.4M | $90K |
| Envestnet Asset Management Inc. | $250K | $488K |
| MML Investors Services, LLC | $395K | $212K |
| Farther Finance Advisors, LLC | $49K | $15K |
| Osaic Holdings, Inc. | $7K | $53K |
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: WELD institutional holders, FYEE institutional holders.
Frequently asked questions
Do institutions hold both WELD and FYEE?
9 Form 13F filers report positions in both, out of 93 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%.