SHYD vs JMSI overlap
SHYD and JMSI overlap 1.6% by weight, across 11 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SHYD: July 31, 2026, JMSI: May 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
| Holding | SHYD | JMSI | Overlap |
|---|---|---|---|
| RI H and E BLDG CO 5% 5/15/2031 | 0.35% | 0.28% | 0.28% |
| San Joaquin VLY-a | 0.24% | 0.29% | 0.24% |
| Texas St MUNI Gas Acquisition & SPLY Corp. V Gas SPLY RevenueTXSUTL | 0.23% | 0.21% | 0.21% |
| Houston TX ARPT SYS Revenue | 0.12% | 0.18% | 0.12% |
| CA Cmnty Choice-a-1 | 0.12% | 0.28% | 0.12% |
| MA DEV FIN AGY | 0.12% | 0.27% | 0.12% |
| Main Street Natural-E | 0.12% | 0.28% | 0.12% |
| CA Cmnty Choice FING | 0.12% | 0.30% | 0.12% |
| Black BELT ENE 5% 12/1/2034 | 0.11% | 0.76% | 0.11% |
| Director of the St of Nevada DEPT of Business & IndustryDIRDEV | 0.15% | 0.10% | 0.10% |
| FL Hlthcare FAC 5% MT | 0.07% | 0.57% | 0.07% |
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; JMSI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SHYD | JMSI |
|---|---|---|
| JPMorgan Chase & Co | $315K | $51.5M |
| Mercer Global Advisors Inc. | $38.1M | $979K |
| Morgan Stanley | $22.6M | $187K |
| Envestnet Asset Management Inc. | $4.5M | $9.3M |
| Raymond James Financial Inc. | $5.4M | $7.6M |
| LPL Financial LLC | $10.3M | $2.5M |
| Integrated Wealth Concepts LLC | $31K | $10.5M |
| FMR LLC | $79K | $7.9M |
| Commonwealth Equity Services, LLC | $5.9M | $491K |
| Northwestern Mutual Wealth Management Co | $1.3M | $4.8M |
| Jones Financial Companies LLLP | $2.2M | $2.5M |
| Wealth Enhancement Advisory Services, LLC | $453K | $3.8M |
| Osaic Holdings, Inc. | $3.1M | $28K |
| Elequin Capital, LP | $1.5M | $1.4M |
| NewEdge Advisors, LLC | $1.3M | $967K |
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, JMSI institutional holders.
Frequently asked questions
How much do SHYD and JMSI overlap?
1.6% by weight, with 11 holdings in common, using holdings for SHYD as of July 31, 2026 and JMSI as of May 31, 2026. The largest shared position is RI H and E BLDG CO 5% 5/15/2031.
Do institutions hold both SHYD and JMSI?
27 Form 13F filers report positions in both, out of 193 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%.