SHAG vs NJNK overlap

SHAG and NJNK overlap 0.0% by weight, across 0 shared holdings.

SHAGNJNK

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SHAG0.0% of the fund is in shared holdings, of 1,186

NJNK0.0% of the fund is in shared holdings, of 457

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: SHAG, SEC Form N-PORT, May 31, 2026; NJNK, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 32 holding any

SHAG13.7% of its 13F dollars, 6.7% of its 30 holders

NJNK25.9% of its 13F dollars, 50.0% of its 4 holders

Largest institutions holding both

Firm	SHAG	NJNK
LPL Financial LLC	$3.6M	$9.3M
Osaic Holdings, Inc.	$1.2M	$6K

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: SHAG institutional holders, NJNK institutional holders.

Frequently asked questions

How much do SHAG and NJNK overlap?

0.0% by weight, with 0 holdings in common, using holdings for SHAG as of May 31, 2026 and NJNK as of June 30, 2026.

Do institutions hold both SHAG and NJNK?

2 Form 13F filers report positions in both, out of 32 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%.