YLD vs EDGF overlap
YLD and EDGF 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: YLD, SEC Form N-PORT, June 30, 2026; EDGF, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | YLD | EDGF |
|---|---|---|
| Osaic Holdings, Inc. | $5.0M | $125.2M |
| Envestnet Asset Management Inc. | $82.7M | $24.4M |
| LPL Financial LLC | $29.1M | $2.0M |
| Cambridge Investment Research Advisors, Inc. | $1.9M | $2.9M |
| Citadel Advisors LLC | $346K | $2.1M |
| Atria Investments, Inc | $665K | $395K |
| Harbour Investments, Inc. | $2K | $345K |
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: YLD institutional holders, EDGF institutional holders.
Frequently asked questions
How much do YLD and EDGF overlap?
0.0% by weight, with 0 holdings in common, using holdings for YLD as of June 30, 2026 and EDGF as of June 30, 2026.
Do institutions hold both YLD and EDGF?
7 Form 13F filers report positions in both, out of 96 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%.