SCHI vs NYM overlap
SCHI and NYM 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: SCHI, SEC Form N-PORT, June 30, 2026; NYM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SCHI | NYM |
|---|---|---|
| Envestnet Asset Management Inc. | $163.8M | $1.1M |
| Raymond James Financial Inc. | $56.4M | $402K |
| Royal Bank of Canada | $28.3M | $1.2M |
| Bank of America Corp. | $19.5M | $1.2M |
| LPL Financial LLC | $11.8M | $3.2M |
| JPMorgan Chase & Co | $5.2M | $658K |
| Northwestern Mutual Wealth Management Co | $3.4M | $1.5M |
| EP Wealth Advisors, LLC | $525K | $3.9M |
| Cerity Partners LLC | $664K | $3.0M |
| HighTower Advisors, LLC | $3.2M | $341K |
| Osaic Holdings, Inc. | $1.8M | $652K |
| Jane Street Group, LLC | $1.4M | $798K |
| Steward Partners Investment Advisory, LLC | $214K | $1.9M |
| Wealth Enhancement Advisory Services, LLC | $1.0M | $833K |
| Morgan Stanley | $1.8M | $99K |
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: SCHI institutional holders, NYM institutional holders.
Frequently asked questions
How much do SCHI and NYM overlap?
0.0% by weight, with 0 holdings in common, using holdings for SCHI as of June 30, 2026 and NYM as of May 31, 2026.
Do institutions hold both SCHI and NYM?
20 Form 13F filers report positions in both, out of 287 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%.