SYFI vs NYF overlap
SYFI and NYF 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; NYF, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SYFI | NYF |
|---|---|---|
| Alliancebernstein L.P. | $168.8M | $5.4M |
| Morgan Stanley | $59.5M | $50.0M |
| Bank of America Corp. | $63.3M | $45.3M |
| UBS Group AG | $58.7M | $3.8M |
| LPL Financial LLC | $47.9M | $12.7M |
| Royal Bank of Canada | $42.3M | $1.1M |
| Raymond James Financial Inc. | $39.2M | $792K |
| Northwestern Mutual Wealth Management Co | $28.9M | $4.9M |
| FMR LLC | $505 | $26.2M |
| Osaic Holdings, Inc. | $17.6M | $3.7M |
| Envestnet Asset Management Inc. | $4.3M | $16.5M |
| Commonwealth Equity Services, LLC | $8.2M | $6.8M |
| Cetera Investment Advisers | $2.5M | $11.3M |
| Wealth Enhancement Advisory Services, LLC | $3.8M | $8.5M |
| Cerity Partners LLC | $8.6M | $3.2M |
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, NYF institutional holders.
Frequently asked questions
How much do SYFI and NYF overlap?
0.0% by weight, with 0 holdings in common, using holdings for SYFI as of May 31, 2026 and NYF as of May 31, 2026.
Do institutions hold both SYFI and NYF?
35 Form 13F filers report positions in both, out of 254 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%.