UYLD vs CARY overlap
UYLD and CARY overlap 6.1% by weight, across 31 shared holdings.
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Top shared holdings
| Holding | UYLD | CARY | Overlap |
|---|---|---|---|
| Freddie Mac Multifamily Structured Pass Through Certificates | 1.27% | 1.09% | 1.09% |
| Freddie Mac Multifamily Structured Pass Through Certificates | 1.27% | 0.72% | 0.72% |
| Freddie Mac Multifamily Structured Pass Through Certificates | 0.95% | 0.72% | 0.72% |
| Freddie Mac Multifamily Structured Pass Through Certificates | 0.64% | 0.72% | 0.64% |
| Cerberus Loan Funding XLV LLC | 0.53% | 0.36% | 0.36% |
| FHMS K-F115 AS | 0.36% | 0.38% | 0.36% |
| Saluda Grade Alternative Mortgage Trust 2026-NPL1 | 0.29% | 0.47% | 0.29% |
| Marlette Funding Trust, Series 2023-1A, Class D | 0.28% | 0.30% | 0.28% |
| Bellemeade RE 2025 1 Ltd. | 0.25% | 0.24% | 0.24% |
| Golub Capital Partners Short Duration 2022-1 | 0.32% | 0.18% | 0.18% |
| Upgrade Receivables Trust 2024-1 | 0.25% | 0.15% | 0.15% |
| Bellemeade Re 2025-1 Ltd | 0.13% | 0.25% | 0.13% |
| Exeter Automobile Receivables Trust, Series 2022-1A, Class E | 0.13% | 0.22% | 0.13% |
| Exeter Automobile Receivables Trust, Series 2023-4A, Class E | 0.10% | 0.19% | 0.10% |
| Bridgecrest Lending Auto Securitization Trust 2023-1BLAST | 0.09% | 0.43% | 0.09% |
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: UYLD, SEC Form N-PORT, July 31, 2026; CARY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | UYLD | CARY |
|---|---|---|
| Morgan Stanley | $138K | $169.5M |
| Wells Fargo & Company | $24.9M | $114.5M |
| UBS Group AG | $46.0M | $66.7M |
| Focus Partners Wealth | $54.4M | $30.5M |
| IFC Advisors LLC | $13.7M | $61.8M |
| Osaic Holdings, Inc. | $41.9M | $25.2M |
| Arkadios Wealth Advisors | $3.4M | $60.0M |
| Raymond James Financial Inc. | $21.1M | $30.7M |
| Greenwich Wealth Management LLC | $22.5M | $10.2M |
| LPL Financial LLC | $16.7M | $11.7M |
| Stifel Financial Corp. | $15.1M | $12.4M |
| Envestnet Asset Management Inc. | $812K | $23.0M |
| Crescent Grove Advisors, LLC | $12.0M | $11.7M |
| Heritage Trust Co | $15.4M | $4.1M |
| EP Wealth Advisors, LLC | $314K | $18.7M |
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: UYLD institutional holders, CARY institutional holders.
Frequently asked questions
How much do UYLD and CARY overlap?
6.1% by weight, with 31 holdings in common, using holdings for UYLD as of July 31, 2026 and CARY as of July 31, 2026. The largest shared position is Freddie Mac Multifamily Structured Pass Through Certificates.
Do institutions hold both UYLD and CARY?
47 Form 13F filers report positions in both, out of 163 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%.