NHYM vs LDSF overlap
NHYM and LDSF overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: NHYM, SEC Form N-PORT, June 30, 2026; LDSF, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | NHYM | LDSF |
|---|---|---|
| Envestnet Asset Management Inc. | $360K | $1.8M |
| Osaic Holdings, Inc. | $317K | $314K |
| Truist Financial Corp. | $235K | $206K |
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: NHYM institutional holders, LDSF institutional holders.
Frequently asked questions
How much do NHYM and LDSF overlap?
0.0% by weight, with 0 holdings in common, using holdings for NHYM as of June 30, 2026 and LDSF as of May 31, 2026.
Do institutions hold both NHYM and LDSF?
3 Form 13F filers report positions in both, out of 69 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%.