SFYF vs GENZ overlap
SFYF and GENZ overlap 5.7% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SFYF | GENZ | Overlap |
|---|---|---|---|
| Robinhood Mark-aHOOD | 1.96% | 3.97% | 1.96% |
| Reddit Inc.-aRDDT | 1.04% | 2.58% | 1.04% |
| Coinbase Globa-aCOIN | 0.94% | 1.57% | 0.94% |
| Shopify Inc. - aSHOP | 0.92% | 7.97% | 0.92% |
| Paypal HoldingsPYPL | 0.53% | 1.88% | 0.53% |
| Klarna Group PLCKLAR | 0.31% | 0.33% | 0.31% |
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: SFYF, SEC Form N-PORT, May 31, 2026; GENZ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SFYF | GENZ |
|---|---|---|
| Susquehanna International Group, LLP | $558K | $974K |
| Osaic Holdings, Inc. | $57K | $75K |
| Morgan Stanley | $8K | $109K |
| Wells Fargo & Company | $73 | $10 |
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: SFYF institutional holders, GENZ institutional holders.
Frequently asked questions
How much do SFYF and GENZ overlap?
5.7% by weight, with 6 holdings in common, using holdings for SFYF as of May 31, 2026 and GENZ as of June 30, 2026. The largest shared position is HOOD.
Do institutions hold both SFYF and GENZ?
4 Form 13F filers report positions in both, out of 34 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%.