SH vs NFLT overlap
SH and NFLT overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SH: May 31, 2026, NFLT: July 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: SH, SEC Form N-PORT, May 31, 2026; NFLT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SH | NFLT |
|---|---|---|
| Morgan Stanley | $82.1M | $50 |
| LPL Financial LLC | $5.1M | $24.5M |
| Envestnet Asset Management Inc. | $585K | $7.8M |
| Cetera Investment Advisers | $5.1M | $1.7M |
| Royal Bank of Canada | $33K | $6.0M |
| IFP Advisors, Inc | $2K | $5.4M |
| Goldman Sachs Group Inc. | $2.2M | $426K |
| EverSource Wealth Advisors, LLC | $297 | $2.6M |
| JPMorgan Chase & Co | $508K | $1.5M |
| Arete Wealth Advisors, LLC | $1.3M | $249K |
| Steward Partners Investment Advisory, LLC | $50K | $864K |
| HighTower Advisors, LLC | $276K | $201K |
| Integrated Wealth Concepts LLC | $472K | $649 |
| PNC Financial Services Group, Inc. | $47K | $228K |
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, NFLT institutional holders.
Frequently asked questions
How much do SH and NFLT overlap?
0.0% by weight, with 0 holdings in common, using holdings for SH as of May 31, 2026 and NFLT as of July 31, 2026.
Do institutions hold both SH and NFLT?
14 Form 13F filers report positions in both, out of 176 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%.