SPHY vs JNK overlap
SPHY and JNK overlap 64.5% by weight, across 1,144 shared holdings.
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Top shared holdings
| Holding | SPHY | JNK | Overlap |
|---|---|---|---|
| 1261229 BC Ltd.BHCCN | 0.42% | 0.63% | 0.42% |
| Echostar Corp.SATS | 0.40% | 0.51% | 0.40% |
| Meridian ARC HOLMERIDI | 0.40% | 0.56% | 0.40% |
| PR RNO PropertyTRACTD | 0.30% | 0.48% | 0.30% |
| Cloud Sftwr GRPTIBX | 0.28% | 0.41% | 0.28% |
| Quikrete HoldingQUIKHO | 0.28% | 0.40% | 0.28% |
| Cloud Sftwr GRPTIBX | 0.27% | 0.37% | 0.27% |
| SV RNO PropertyTRACTC | 0.27% | 0.39% | 0.27% |
| Asurion LLC/CoASUCOR | 0.25% | 0.34% | 0.25% |
| Core ScientificCORZ | 0.24% | 0.36% | 0.24% |
| CRC Insurance GRTIHLLC | 0.24% | 0.36% | 0.24% |
| WULF Compute LLCWULF | 0.24% | 0.34% | 0.24% |
| Venture Global LVENLNG | 0.24% | 0.37% | 0.24% |
| Transdigm Inc.TDG | 0.22% | 0.29% | 0.22% |
| DISH Network | 0.22% | 0.40% | 0.22% |
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: SPHY, SEC Form N-PORT, June 30, 2026; JNK, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPHY | JNK |
|---|---|---|
| State Street Corp. | $43.8M | $1.3B |
| Bank of America Corp. | $694.9M | $68.9M |
| Morgan Stanley | $165.2M | $567.9M |
| Assetmark, Inc. | $35.5M | $601.1M |
| LPL Financial LLC | $229.9M | $200.9M |
| Wells Fargo & Company | $288.4M | $104.4M |
| Envestnet Asset Management Inc. | $163.7M | $216.5M |
| Ameriprise Financial Inc. | $219.9M | $141.6M |
| Ocean Park Asset Management, LLC | $142.5M | $169.7M |
| Neuberger Berman Group LLC | $207.4M | $529K |
| US Bancorp | $168.0M | $115K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $472K | $157.9M |
| Thrivent Financial for Lutherans | $28.6M | $110.7M |
| Cetera Investment Advisers | $93.1M | $34.1M |
| MML Investors Services, LLC | $99.6M | $25.1M |
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: SPHY institutional holders, JNK institutional holders.
Frequently asked questions
How much do SPHY and JNK overlap?
64.5% by weight, with 1,144 holdings in common, using holdings for SPHY as of June 30, 2026 and JNK as of June 30, 2026. The largest shared position is BHCCN.
Do institutions hold both SPHY and JNK?
211 Form 13F filers report positions in both, out of 903 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%.