SCMB vs HYLB overlap
SCMB and HYLB 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: SCMB, SEC Form N-PORT, June 30, 2026; HYLB, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | SCMB | HYLB |
|---|---|---|
| Charles Schwab Investment Management Inc. | $1.9B | $199.0M |
| Bank of America Corp. | $602.5M | $395.3M |
| Royal Bank of Canada | $1.1M | $211.6M |
| Wells Fargo & Company | $91K | $182.8M |
| Envestnet Asset Management Inc. | $22.2M | $106.6M |
| Jones Financial Companies LLLP | $89.6M | $489K |
| Assetmark, Inc. | $21K | $32.3M |
| Goldman Sachs Group Inc. | $2.6M | $24.3M |
| UBS Group AG | $3K | $25.4M |
| Clearstead Advisors, LLC | $134K | $23.2M |
| Ameriprise Financial Inc. | $223K | $20.9M |
| LPL Financial LLC | $3.8M | $15.6M |
| Cambridge Investment Research Advisors, Inc. | $1.7M | $16.6M |
| Raymond James Financial Inc. | $3.8M | $12.7M |
| AQR Capital Management LLC | $1.5M | $14.6M |
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: SCMB institutional holders, HYLB institutional holders.
Frequently asked questions
How much do SCMB and HYLB overlap?
0.0% by weight, with 0 holdings in common, using holdings for SCMB as of June 30, 2026 and HYLB as of May 29, 2026.
Do institutions hold both SCMB and HYLB?
65 Form 13F filers report positions in both, out of 370 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%.