SEIX vs MUNY overlap

SEIX and MUNY overlap 0.0% by weight, across 0 shared holdings.

SEIXMUNY

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SEIX0.0% of the fund is in shared holdings, of 195

MUNY0.0% of the fund is in shared holdings, of 3,390

These funds report on different dates (SEIX: July 31, 2026, MUNY: May 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: SEIX, SEC Form N-PORT, July 31, 2026; MUNY, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 123 holding any

SEIX6.9% of its 13F dollars, 9.7% of its 72 holders

MUNY3.1% of its 13F dollars, 12.1% of its 58 holders

Largest institutions holding both

Firm	SEIX	MUNY
LPL Financial LLC	$2.6M	$1.7M
Cetera Investment Advisers	$3.1M	$269K
Creative Planning	$1.3M	$850K
Jane Street Group, LLC	$1.1M	$297K
Parallel Advisors, LLC	$16K	$464K
Wells Fargo & Company	$50K	$21K
Morgan Stanley	$28	$21K

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: SEIX institutional holders, MUNY institutional holders.

Frequently asked questions

How much do SEIX and MUNY overlap?

0.0% by weight, with 0 holdings in common, using holdings for SEIX as of July 31, 2026 and MUNY as of May 31, 2026.

Do institutions hold both SEIX and MUNY?

7 Form 13F filers report positions in both, out of 123 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%.