NYF vs BIZD overlap
NYF and BIZD 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: NYF, SEC Form N-PORT, May 31, 2026; BIZD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | NYF | BIZD |
|---|---|---|
| Bank of America Corp. | $45.3M | $130.7M |
| Morgan Stanley | $50.0M | $108.1M |
| Wells Fargo & Company | $4.2M | $48.7M |
| LPL Financial LLC | $12.7M | $36.2M |
| HighTower Advisors, LLC | $33.3M | $1.1M |
| FMR LLC | $26.2M | $8K |
| Envestnet Asset Management Inc. | $16.5M | $5.4M |
| HSBC Holdings PLC | $17.7M | $1.0M |
| Mariner, LLC | $12.3M | $3.3M |
| JPMorgan Chase & Co | $13.6M | $1.7M |
| Cetera Investment Advisers | $11.3M | $3.0M |
| Cerity Partners LLC | $3.2M | $6.9M |
| UBS Group AG | $3.8M | $6.0M |
| Creative Planning | $7.8M | $1.7M |
| Betterment LLC | $9.0M | $191K |
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: NYF institutional holders, BIZD institutional holders.
Frequently asked questions
How much do NYF and BIZD overlap?
0.0% by weight, with 0 holdings in common, using holdings for NYF as of May 31, 2026 and BIZD as of June 30, 2026.
Do institutions hold both NYF and BIZD?
59 Form 13F filers report positions in both, out of 410 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%.