LEND vs AFIF overlap
LEND and AFIF overlap 0.3% by weight, across 9 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | LEND | AFIF | Overlap |
|---|---|---|---|
| Icahn Enter/FIN | 0.06% | 0.91% | 0.06% |
| NCL Corp. | 0.05% | 0.48% | 0.05% |
| Aramark SERV Inc. | 0.05% | 0.60% | 0.05% |
| Brightstr LOTBRSL | 0.04% | 0.76% | 0.04% |
| Aadvantage Loyal | 0.04% | 1.23% | 0.04% |
| Station CAS | 0.03% | 0.50% | 0.03% |
| Springleaf FINOMF | 0.02% | 0.09% | 0.02% |
| Nissan Motor Acceptance Co LLC | 0.02% | 0.42% | 0.02% |
| Station Casinos LLC 2024 Term Loan BRRR | 0.01% | 0.45% | 0.01% |
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: LEND, SEC Form N-PORT, June 30, 2026; AFIF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LEND | AFIF |
|---|---|---|
| Mariner, LLC | $7.2M | $3.1M |
| Cambridge Investment Research Advisors, Inc. | $460K | $6.5M |
| Envestnet Asset Management Inc. | $5.4M | $389K |
| Commonwealth Equity Services, LLC | $1.8M | $596K |
| Ameritas Advisory Services, LLC | $1K | $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: LEND institutional holders, AFIF institutional holders.
Frequently asked questions
How much do LEND and AFIF overlap?
0.3% by weight, with 9 holdings in common, using holdings for LEND as of June 30, 2026 and AFIF as of July 31, 2026. The largest shared position is ICAHN ENTER/FIN.
Do institutions hold both LEND and AFIF?
5 Form 13F filers report positions in both, out of 110 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%.