SHYM vs CSHI overlap
39 institutions report holding both SHYM and CSHI.
SHYMCSHI
Pick 2 to 4 ETFs.
We don’t have holdings for SHYM. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
39
institutions report holding both, of 239 holding any
SHYM37.3% of its 13F dollars, 26.0% of its 150 holders
CSHI28.1% of its 13F dollars, 30.5% of its 128 holders
Largest institutions holding both
| Firm | SHYM | CSHI |
|---|---|---|
| LPL Financial LLC | $59.1M | $34.1M |
| Commonwealth Equity Services, LLC | $29.7M | $20.4M |
| Osaic Holdings, Inc. | $18.8M | $770K |
| Envestnet Asset Management Inc. | $17.1M | $748K |
| MML Investors Services, LLC | $4.9M | $10.1M |
| Summit Financial, LLC | $583K | $10.8M |
| Stratos Wealth Partners, LTD. | $1.1M | $10.3M |
| Cambridge Investment Research Advisors, Inc. | $8.8M | $2.6M |
| JPMorgan Chase & Co | $9.3M | $1.6M |
| HighTower Advisors, LLC | $8.3M | $2.1M |
| NewEdge Advisors, LLC | $847K | $8.1M |
| Apollon Wealth Management, LLC | $566K | $5.1M |
| Ashton Thomas Private Wealth, LLC | $3.1M | $1.1M |
| Private Advisor Group, LLC | $1.7M | $2.2M |
| Mutual Advisors, LLC | $224K | $3.3M |
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: SHYM institutional holders, CSHI institutional holders.
Frequently asked questions
Do institutions hold both SHYM and CSHI?
39 Form 13F filers report positions in both, out of 239 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%.