XAGG vs HYS overlap
XAGG and HYS overlap 6.0% by weight, across 73 shared holdings.
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Top shared holdings
| Holding | XAGG | HYS | Overlap |
|---|---|---|---|
| Cloud Sftwr GRPTIBX | 0.23% | 0.60% | 0.23% |
| Minerva MergerATHENA | 0.34% | 0.23% | 0.23% |
| Oak-Eagle AcquirEA | 0.23% | 0.20% | 0.20% |
| NGL EN OP/FINNGL | 0.18% | 0.18% | 0.18% |
| Voltagrid LVOLTAG | 0.18% | 0.20% | 0.18% |
| NATL Mentor HLDGMENTOR | 0.18% | 0.39% | 0.18% |
| APLD Compute 2PFORGE | 0.18% | 0.34% | 0.18% |
| Leeward Renewabl | 0.17% | 0.19% | 0.17% |
| Allied Universal | 0.17% | 0.35% | 0.17% |
| Cloud Sftwr GRPTIBX | 0.15% | 0.42% | 0.15% |
| Michaels COS Inc.MIK | 0.17% | 0.15% | 0.15% |
| White Cap SupplyWHTCAP | 0.14% | 0.21% | 0.14% |
| Dream Finders HDFH | 0.13% | 0.14% | 0.13% |
| Clydesdale AcquiNOVHOL | 0.13% | 0.22% | 0.13% |
| Black Pearl COMPBLKPRL | 0.20% | 0.13% | 0.13% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: XAGG, SEC Form N-PORT, June 30, 2026; HYS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XAGG | HYS |
|---|---|---|
| Morgan Stanley | $224.6M | $67.6M |
| LPL Financial LLC | $84.5M | $34.7M |
| Raymond James Financial Inc. | $62.1M | $14.1M |
| Ameriprise Financial Inc. | $62.1M | $12.3M |
| Envestnet Asset Management Inc. | $15.4M | $55.4M |
| UBS Group AG | $57.0M | $13.0M |
| Wells Fargo & Company | $37.4M | $15.2M |
| Janney Montgomery Scott LLC | $42.2M | $2.4M |
| Wealth Enhancement Advisory Services, LLC | $41.0M | $2.0M |
| Cetera Investment Advisers | $14.0M | $27.3M |
| Wesbanco Bank Inc. | $21.3M | $4.9M |
| Royal Bank of Canada | $3.7M | $20.3M |
| Commonwealth Equity Services, LLC | $1.8M | $16.4M |
| Bleakley Financial Group, LLC | $834K | $17.3M |
| Cambridge Investment Research Advisors, Inc. | $2.7M | $15.0M |
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: XAGG institutional holders, HYS institutional holders.
Frequently asked questions
How much do XAGG and HYS overlap?
6.0% by weight, with 73 holdings in common, using holdings for XAGG as of June 30, 2026 and HYS as of June 30, 2026. The largest shared position is TIBX.
Do institutions hold both XAGG and HYS?
42 Form 13F filers report positions in both, out of 305 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%.