SHYD vs CDX overlap
SHYD and CDX 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: SHYD, SEC Form N-PORT, July 31, 2026; CDX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SHYD | CDX |
|---|---|---|
| Wells Fargo & Company | $41.3M | $12K |
| Envestnet Asset Management Inc. | $4.5M | $35.0M |
| AE Wealth Management LLC | $50K | $25.0M |
| Morgan Stanley | $22.6M | $29 |
| LPL Financial LLC | $10.3M | $7.8M |
| Bank of America Corp. | $17.5M | $373K |
| Commonwealth Equity Services, LLC | $5.9M | $3.6M |
| Osaic Holdings, Inc. | $3.1M | $5.3M |
| Flagship Harbor Advisors, LLC | $386K | $6.7M |
| Envestnet Portfolio Solutions, Inc. | $271K | $5.6M |
| HighTower Advisors, LLC | $5.2M | $464K |
| Fifth Third Securities, Inc. | $857K | $3.5M |
| Royal Bank of Canada | $3.7M | $35K |
| Janney Montgomery Scott LLC | $229K | $2.8M |
| Cetera Investment Advisers | $2.8M | $310K |
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: SHYD institutional holders, CDX institutional holders.
Frequently asked questions
How much do SHYD and CDX overlap?
0.0% by weight, with 0 holdings in common, using holdings for SHYD as of July 31, 2026 and CDX as of June 30, 2026.
Do institutions hold both SHYD and CDX?
29 Form 13F filers report positions in both, out of 217 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%.