YBTC vs BHDG overlap
1 institutions report holding both YBTC and BHDG.
YBTCBHDG
Pick 2 to 4 ETFs.
We don’t have holdings for BHDG. 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.
1
institutions report holding both, of 16 holding any
YBTC1.5% of its 13F dollars, 6.3% of its 16 holders
BHDG100.0% of its 13F dollars, 100.0% of its 1 holders
Largest institutions holding both
| Firm | YBTC | BHDG |
|---|---|---|
| Tidal Investments LLC | $246K | $21.6M |
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: YBTC institutional holders, BHDG institutional holders.
Frequently asked questions
Do institutions hold both YBTC and BHDG?
1 Form 13F filers report positions in both, out of 16 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%.