SYLD vs EBI overlap
SYLD and EBI overlap 11.9% by weight, across 83 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SYLD: July 31, 2026, EBI: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | SYLD | EBI | Overlap |
|---|---|---|---|
| Newmont Corp.NEM | 0.94% | 0.92% | 0.92% |
| Verizon CommunicVZ | 0.97% | 0.91% | 0.91% |
| ConocophillipsCOP | 1.06% | 0.80% | 0.80% |
| Pfizer Inc.PFE | 0.96% | 0.72% | 0.72% |
| Exxon Mobil Corp.XOM | 1.08% | 0.71% | 0.71% |
| CF Industries HOCF | 1.16% | 0.60% | 0.60% |
| Target Corp.TGT | 0.99% | 0.53% | 0.53% |
| Marathon PetroleMPC | 1.21% | 0.51% | 0.51% |
| EOG ResourcesEOG | 1.04% | 0.47% | 0.47% |
| Comcast Corp.-aCMCSA | 1.01% | 0.47% | 0.47% |
| APA Corp.APA | 1.07% | 0.36% | 0.36% |
| Fox Corp. - aFOXA | 1.10% | 0.31% | 0.31% |
| Ryder System Inc.R | 0.92% | 0.26% | 0.26% |
| Tenet HealthcareTHC | 1.32% | 0.25% | 0.25% |
| Ameriprise FinanAMP | 1.13% | 0.25% | 0.25% |
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: SYLD, SEC Form N-PORT, July 31, 2026; EBI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SYLD | EBI |
|---|---|---|
| Morgan Stanley | $55.3M | $909K |
| HighTower Advisors, LLC | $12.2M | $912K |
| Quantinno Capital Management LP | $506K | $7.2M |
| Stifel Financial Corp. | $2.4M | $1.5M |
| GTS Securities LLC | $1.2M | $1.7M |
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: SYLD institutional holders, EBI institutional holders.
Frequently asked questions
How much do SYLD and EBI overlap?
11.9% by weight, with 83 holdings in common, using holdings for SYLD as of July 31, 2026 and EBI as of May 31, 2026. The largest shared position is NEM.
Do institutions hold both SYLD and EBI?
5 Form 13F filers report positions in both, out of 178 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%.