NYF vs BNDW overlap
NYF and BNDW 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; BNDW, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | NYF | BNDW |
|---|---|---|
| Morgan Stanley | $50.0M | $389.3M |
| Bank of America Corp. | $45.3M | $23.3M |
| Betterment LLC | $9.0M | $28.0M |
| Envestnet Asset Management Inc. | $16.5M | $18.9M |
| FMR LLC | $26.2M | $6K |
| JPMorgan Chase & Co | $13.6M | $9.2M |
| Mercer Global Advisors Inc. | $4.1M | $16.3M |
| Mariner, LLC | $12.3M | $6.8M |
| LPL Financial LLC | $12.7M | $3.9M |
| Beacon Pointe Advisors, LLC | $229K | $14.7M |
| Cetera Investment Advisers | $11.3M | $656K |
| Northwestern Mutual Wealth Management Co | $4.9M | $4.2M |
| Wealth Enhancement Advisory Services, LLC | $8.5M | $390K |
| Wells Fargo & Company | $4.2M | $4.4M |
| Creative Planning | $7.8M | $351K |
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, BNDW institutional holders.
Frequently asked questions
How much do NYF and BNDW overlap?
0.0% by weight, with 0 holdings in common, using holdings for NYF as of May 31, 2026 and BNDW as of May 31, 2026.
Do institutions hold both NYF and BNDW?
33 Form 13F filers report positions in both, out of 288 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%.