HYDB vs CARY overlap
HYDB and CARY overlap 1.5% by weight, across 25 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (HYDB: May 31, 2026, CARY: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | HYDB | CARY | Overlap |
|---|---|---|---|
| Suncoke EnergySXC | 0.36% | 0.11% | 0.11% |
| CVR Energy Inc. | 0.28% | 0.11% | 0.11% |
| Onemain FinanceOMF | 0.53% | 0.11% | 0.11% |
| Stonex Escrow | 0.44% | 0.10% | 0.10% |
| Genesis EnergyGEL | 0.45% | 0.10% | 0.10% |
| Taseko Mines Ltd.TKOCN | 0.34% | 0.09% | 0.09% |
| Alliance RES OP | 0.16% | 0.08% | 0.08% |
| EquipmentshareEQMSRM | 0.43% | 0.08% | 0.08% |
| Credit AcceptancCACC | 0.36% | 0.07% | 0.07% |
| GEN Digital Inc.GEN | 0.71% | 0.05% | 0.05% |
| Blackstone MTGE | 0.34% | 0.05% | 0.05% |
| Enerflex Inc. | 0.27% | 0.05% | 0.05% |
| Firstcash Inc. | 0.31% | 0.05% | 0.05% |
| Gulfport Energy | 0.46% | 0.05% | 0.05% |
| Millrose Properties Inc. REIT 6.375% 08/01/2030 144AMRP | 0.30% | 0.05% | 0.05% |
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: HYDB, SEC Form N-PORT, May 31, 2026; CARY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | HYDB | CARY |
|---|---|---|
| Bank of America Corp. | $68.0M | $186.9M |
| Morgan Stanley | $31.4M | $169.5M |
| Wells Fargo & Company | $40 | $114.5M |
| LPL Financial LLC | $73.4M | $11.7M |
| UBS Group AG | $3.7M | $66.7M |
| Arkadios Wealth Advisors | $1.0M | $60.0M |
| Envestnet Asset Management Inc. | $23.6M | $23.0M |
| Raymond James Financial Inc. | $9.5M | $30.7M |
| Osaic Holdings, Inc. | $13.1M | $25.2M |
| Stifel Financial Corp. | $1.3M | $12.4M |
| Envestnet Portfolio Solutions, Inc. | $5.9M | $4.2M |
| Equitable Holdings, Inc. | $6.8M | $944K |
| Wealthcare Advisory Partners LLC | $888K | $5.7M |
| Sanctuary Advisors, LLC | $3.3M | $2.2M |
| Truist Financial Corp. | $2.3M | $2.3M |
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: HYDB institutional holders, CARY institutional holders.
Frequently asked questions
How much do HYDB and CARY overlap?
1.5% by weight, with 25 holdings in common, using holdings for HYDB as of May 31, 2026 and CARY as of July 31, 2026. The largest shared position is SXC.
Do institutions hold both HYDB and CARY?
34 Form 13F filers report positions in both, out of 274 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%.