SYFI vs BNDW overlap
SYFI and BNDW 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: SYFI, SEC Form N-PORT, May 31, 2026; BNDW, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SYFI | BNDW |
|---|---|---|
| Morgan Stanley | $59.5M | $389.3M |
| Bank of America Corp. | $63.3M | $23.3M |
| LPL Financial LLC | $47.9M | $3.9M |
| Royal Bank of Canada | $42.3M | $5.7M |
| Raymond James Financial Inc. | $39.2M | $793K |
| Northwestern Mutual Wealth Management Co | $28.9M | $4.2M |
| Envestnet Asset Management Inc. | $4.3M | $18.9M |
| Osaic Holdings, Inc. | $17.6M | $530K |
| Commonwealth Equity Services, LLC | $8.2M | $607K |
| Citadel Advisors LLC | $3.3M | $1.7M |
| Wells Fargo & Company | $61K | $4.4M |
| Wealth Enhancement Advisory Services, LLC | $3.8M | $390K |
| Cetera Investment Advisers | $2.5M | $656K |
| Cambridge Investment Research Advisors, Inc. | $1.7M | $536K |
| Stratos Wealth Partners, LTD. | $1.8M | $396K |
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: SYFI institutional holders, BNDW institutional holders.
Frequently asked questions
How much do SYFI and BNDW overlap?
0.0% by weight, with 0 holdings in common, using holdings for SYFI as of May 31, 2026 and BNDW as of May 31, 2026.
Do institutions hold both SYFI and BNDW?
23 Form 13F filers report positions in both, out of 181 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%.