SFY vs CFA overlap
SFY and CFA overlap 36.0% by weight, across 416 shared holdings.
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Top shared holdings
| Holding | SFY | CFA | Overlap |
|---|---|---|---|
| Berkshire HATH-BBRK/B | 0.54% | 0.40% | 0.40% |
| Marvell TechnoloMRVL | 0.51% | 0.38% | 0.38% |
| Johnson&JohnsonJNJ | 0.65% | 0.34% | 0.34% |
| Cisco SystemsCSCO | 0.51% | 0.32% | 0.32% |
| PALO ALTO NetworPANW | 0.32% | 0.39% | 0.32% |
| Coca-Cola Co/theKO | 0.31% | 0.35% | 0.31% |
| Bank of AmericaBAC | 0.33% | 0.29% | 0.29% |
| Procter & GamblePG | 0.30% | 0.29% | 0.29% |
| Costco WholesaleCOST | 0.43% | 0.28% | 0.28% |
| Morgan StanleyMS | 0.40% | 0.28% | 0.28% |
| JPMorgan ChaseJPM | 0.74% | 0.28% | 0.28% |
| VISA Inc.-Class aV | 0.59% | 0.27% | 0.27% |
| Apple Inc.AAPL | 4.80% | 0.27% | 0.27% |
| Micron TechMU | 3.41% | 0.27% | 0.27% |
| ADV Micro DeviceAMD | 1.52% | 0.26% | 0.26% |
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: SFY, SEC Form N-PORT, May 31, 2026; CFA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SFY | CFA |
|---|---|---|
| Morgan Stanley | $304K | $60.7M |
| Northwestern Mutual Wealth Management Co | $1.8M | $19.3M |
| Raymond James Financial Inc. | $760K | $20.4M |
| Wells Fargo & Company | $7K | $19.7M |
| LPL Financial LLC | $5.3M | $11.7M |
| Goldman Sachs Group Inc. | $4.5M | $7.8M |
| Rockefeller Capital Management L.P. | $6K | $12.1M |
| Susquehanna International Group, LLP | $2.4M | $4.7M |
| NewEdge Advisors, LLC | $321K | $5.0M |
| Royal Bank of Canada | $26K | $5.2M |
| Integrated Wealth Concepts LLC | $42K | $3.7M |
| Osaic Holdings, Inc. | $65K | $3.4M |
| FMR LLC | $1.1M | $371K |
| Cetera Investment Advisers | $486K | $599K |
| Farther Finance Advisors, LLC | $83K | $778K |
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: SFY institutional holders, CFA institutional holders.
Frequently asked questions
How much do SFY and CFA overlap?
36.0% by weight, with 416 holdings in common, using holdings for SFY as of May 31, 2026 and CFA as of June 30, 2026. The largest shared position is BRK/B.
Do institutions hold both SFY and CFA?
24 Form 13F filers report positions in both, out of 118 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%.