NHYM vs MBS overlap

NHYM and MBS overlap 0.0% by weight, across 0 shared holdings.

NHYMMBS

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

NHYM0.0% of the fund is in shared holdings, of 268

MBS0.0% of the fund is in shared holdings, of 129

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; MBS, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 50 holding any

NHYM6.6% of its 13F dollars, 25.0% of its 16 holders

MBS41.6% of its 13F dollars, 10.5% of its 38 holders

Largest institutions holding both

Firm	NHYM	MBS
Osaic Holdings, Inc.	$317K	$45.8M
Jane Street Group, LLC	$7.3M	$366K
Envestnet Asset Management Inc.	$360K	$4.1M
Farther Finance Advisors, LLC	$102K	$1.2M

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, MBS institutional holders.

Frequently asked questions

How much do NHYM and MBS overlap?

0.0% by weight, with 0 holdings in common, using holdings for NHYM as of June 30, 2026 and MBS as of July 31, 2026.

Do institutions hold both NHYM and MBS?

4 Form 13F filers report positions in both, out of 50 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%.