SYLD vs CVLC overlap
SYLD and CVLC overlap 2.9% by weight, across 40 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SYLD | CVLC | Overlap |
|---|---|---|---|
| Walt Disney Co/TDIS | 0.88% | 0.31% | 0.31% |
| Verizon CommunicVZ | 0.97% | 0.29% | 0.29% |
| Pfizer Inc.PFE | 0.96% | 0.25% | 0.25% |
| General Motors CGM | 1.05% | 0.24% | 0.24% |
| Elevance HealthELV | 0.92% | 0.15% | 0.15% |
| Comcast Corp.-aCMCSA | 1.01% | 0.14% | 0.14% |
| Truist FinancialTFC | 0.98% | 0.12% | 0.12% |
| Aflac Inc.AFL | 1.02% | 0.10% | 0.10% |
| Target Corp.TGT | 0.99% | 0.09% | 0.09% |
| State St Corp.STT | 1.02% | 0.09% | 0.09% |
| Metlife Inc.MET | 1.07% | 0.09% | 0.09% |
| Ameriprise FinanAMP | 1.13% | 0.08% | 0.08% |
| Dr Horton Inc.DHI | 0.81% | 0.08% | 0.08% |
| M&T Bank Corp.MTB | 1.00% | 0.07% | 0.07% |
| Northern TrustNTRS | 0.98% | 0.06% | 0.06% |
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; CVLC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SYLD | CVLC |
|---|---|---|
| Commonwealth Equity Services, LLC | $15.4M | $52.8M |
| Morgan Stanley | $55.3M | $257K |
| Focus Partners Wealth | $30.9M | $15.8M |
| Raymond James Financial Inc. | $32.7M | $11.3M |
| Mercer Global Advisors Inc. | $255K | $20.5M |
| Cetera Investment Advisers | $18.9M | $805K |
| HighTower Advisors, LLC | $12.2M | $3.4M |
| Northwestern Mutual Wealth Management Co | $7.0M | $3.4M |
| Bank of America Corp. | $7.5M | $350K |
| Osaic Holdings, Inc. | $4.9M | $906K |
| Goldman Sachs Group Inc. | $1.9M | $3.8M |
| Cambridge Investment Research Advisors, Inc. | $3.5M | $914K |
| Envestnet Asset Management Inc. | $3.3M | $800K |
| Private Advisor Group, LLC | $666K | $2.1M |
| Kestra Advisory Services, LLC | $611K | $1.9M |
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, CVLC institutional holders.
Frequently asked questions
How much do SYLD and CVLC overlap?
2.9% by weight, with 40 holdings in common, using holdings for SYLD as of July 31, 2026 and CVLC as of June 30, 2026. The largest shared position is DIS.
Do institutions hold both SYLD and CVLC?
24 Form 13F filers report positions in both, out of 232 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%.