SHM vs NEAR overlap
SHM and NEAR 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: SHM, SEC Form N-PORT, June 30, 2026; NEAR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SHM | NEAR |
|---|---|---|
| Bank of America Corp. | $1.0B | $168.1M |
| Wells Fargo & Company | $167.8M | $147.0M |
| Morgan Stanley | $94.5M | $196.1M |
| FMR LLC | $1.5M | $284.7M |
| Northwestern Mutual Wealth Management Co | $150.8M | $45.3M |
| LPL Financial LLC | $56.1M | $136.8M |
| Clearwater Capital Advisors, LLC | $779K | $164.6M |
| UBS Group AG | $23.3M | $132.9M |
| Envestnet Asset Management Inc. | $114.6M | $32.9M |
| BlackRock, Inc. | $8.7M | $120.3M |
| Cambridge Investment Research Advisors, Inc. | $3.2M | $87.7M |
| Cetera Investment Advisers | $9.9M | $80.7M |
| PNC Financial Services Group, Inc. | $79.1M | $1.6M |
| Raymond James Financial Inc. | $13.4M | $63.3M |
| Ameriprise Financial Inc. | $12.9M | $59.9M |
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: SHM institutional holders, NEAR institutional holders.
Frequently asked questions
How much do SHM and NEAR overlap?
0.0% by weight, with 0 holdings in common, using holdings for SHM as of June 30, 2026 and NEAR as of July 31, 2026.
Do institutions hold both SHM and NEAR?
122 Form 13F filers report positions in both, out of 679 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%.