SH vs MFDX overlap
SH and MFDX 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: SH, SEC Form N-PORT, May 31, 2026; MFDX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SH | MFDX |
|---|---|---|
| Morgan Stanley | $82.1M | $20K |
| Mariner, LLC | $957K | $36.2M |
| LPL Financial LLC | $5.1M | $13.7M |
| Jane Street Group, LLC | $15.1M | $1.3M |
| Stratos Wealth Advisors, LLC | $14.3M | $302K |
| UBS Group AG | $6.5M | $11K |
| Susquehanna International Group, LLP | $3.6M | $1.8M |
| Cetera Investment Advisers | $5.1M | $262K |
| JPMorgan Chase & Co | $508K | $4.4M |
| Stratos Wealth Partners, LTD. | $1.4M | $2.3M |
| Envestnet Asset Management Inc. | $585K | $1.4M |
| Creative Planning | $478K | $328K |
| Allworth Financial LP | $59K | $162K |
| Royal Bank of Canada | $33K | $178K |
| Geneos Wealth Management Inc. | $2K | $4K |
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: SH institutional holders, MFDX institutional holders.
Frequently asked questions
How much do SH and MFDX overlap?
0.0% by weight, with 0 holdings in common, using holdings for SH as of May 31, 2026 and MFDX as of June 30, 2026.
Do institutions hold both SH and MFDX?
15 Form 13F filers report positions in both, out of 158 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%.