NYF vs DMBS overlap
NYF and DMBS 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; DMBS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | NYF | DMBS |
|---|---|---|
| Morgan Stanley | $50.0M | $8.8M |
| Osaic Holdings, Inc. | $3.7M | $54.5M |
| Envestnet Asset Management Inc. | $16.5M | $26.3M |
| Bank of New York Mellon Corp | $699K | $36.8M |
| HighTower Advisors, LLC | $33.3M | $579K |
| FMR LLC | $26.2M | $34K |
| Mariner, LLC | $12.3M | $9.5M |
| Park Avenue Securities LLC | $235K | $17.2M |
| Compound Planning, Inc. | $2.3M | $13.9M |
| LPL Financial LLC | $12.7M | $1.2M |
| W.G. Shaheen & Associates DBA Whitney & Co | $1.3M | $10.2M |
| Captrust Financial Advisors | $3.4M | $5.6M |
| MML Investors Services, LLC | $1.9M | $6.7M |
| Commonwealth Equity Services, LLC | $6.8M | $415K |
| UBS Group AG | $3.8M | $2.1M |
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, DMBS institutional holders.
Frequently asked questions
How much do NYF and DMBS overlap?
0.0% by weight, with 0 holdings in common, using holdings for NYF as of May 31, 2026 and DMBS as of June 30, 2026.
Do institutions hold both NYF and DMBS?
25 Form 13F filers report positions in both, out of 280 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%.