NYF vs HFSI overlap
NYF and HFSI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (NYF: May 31, 2026, HFSI: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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; HFSI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | NYF | HFSI |
|---|---|---|
| Bank of America Corp. | $45.3M | $74.1M |
| Northwestern Mutual Wealth Management Co | $4.9M | $91.4M |
| Raymond James Financial Inc. | $792K | $55.7M |
| Morgan Stanley | $50.0M | $6K |
| Envestnet Asset Management Inc. | $16.5M | $13.1M |
| Osaic Holdings, Inc. | $3.7M | $25.3M |
| LPL Financial LLC | $12.7M | $7.4M |
| JPMorgan Chase & Co | $13.6M | $2.3M |
| Royal Bank of Canada | $1.1M | $13.7M |
| Wealth Enhancement Advisory Services, LLC | $8.5M | $5.9M |
| Stifel Financial Corp. | $2.6M | $10.8M |
| Commonwealth Equity Services, LLC | $6.8M | $6.3M |
| Mariner, LLC | $12.3M | $788K |
| Jones Financial Companies LLLP | $1.6M | $11.1M |
| Cetera Investment Advisers | $11.3M | $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: NYF institutional holders, HFSI institutional holders.
Frequently asked questions
How much do NYF and HFSI overlap?
0.0% by weight, with 0 holdings in common, using holdings for NYF as of May 31, 2026 and HFSI as of July 31, 2026.
Do institutions hold both NYF and HFSI?
29 Form 13F filers report positions in both, out of 256 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%.