SHYL vs BNDI overlap
SHYL and BNDI 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: SHYL, SEC Form N-PORT, May 29, 2026; BNDI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SHYL | BNDI |
|---|---|---|
| LPL Financial LLC | $27.7M | $5.9M |
| Morgan Stanley | $4.3M | $52 |
| Envestnet Asset Management Inc. | $1.2M | $2.8M |
| Osaic Holdings, Inc. | $2.6M | $33K |
| Cambridge Investment Research Advisors, Inc. | $634K | $1.3M |
| Jane Street Group, LLC | $1.5M | $345K |
| Global Retirement Partners, LLC | $32K | $384K |
| Farther Finance Advisors, LLC | $77K | $37K |
| Wells Fargo & Company | $23 | $32 |
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: SHYL institutional holders, BNDI institutional holders.
Frequently asked questions
How much do SHYL and BNDI overlap?
0.0% by weight, with 0 holdings in common, using holdings for SHYL as of May 29, 2026 and BNDI as of June 30, 2026.
Do institutions hold both SHYL and BNDI?
9 Form 13F filers report positions in both, out of 81 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%.