SHYD vs LTPZ overlap
SHYD and LTPZ 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; LTPZ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SHYD | LTPZ |
|---|---|---|
| Wells Fargo & Company | $41.3M | $22.3M |
| Morgan Stanley | $22.6M | $24.1M |
| Bank of America Corp. | $17.5M | $1.4M |
| LPL Financial LLC | $10.3M | $4.7M |
| HighTower Advisors, LLC | $5.2M | $7.0M |
| Osaic Holdings, Inc. | $3.1M | $6.5M |
| AE Wealth Management LLC | $50K | $8.8M |
| Envestnet Asset Management Inc. | $4.5M | $1.7M |
| UBS Group AG | $2.5M | $2.8M |
| Royal Bank of Canada | $3.7M | $214K |
| Tortoise Investment Management, LLC | $253K | $3.6M |
| Dynamic Advisor Solutions LLC | $2.7M | $933K |
| Cetera Investment Advisers | $2.8M | $437K |
| Citadel Advisors LLC | $696K | $2.0M |
| Jones Financial Companies LLLP | $2.2M | $211K |
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, LTPZ institutional holders.
Frequently asked questions
How much do SHYD and LTPZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for SHYD as of July 31, 2026 and LTPZ as of June 30, 2026.
Do institutions hold both SHYD and LTPZ?
28 Form 13F filers report positions in both, out of 224 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%.