YLD vs CDC overlap
YLD and CDC 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; CDC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | YLD | CDC |
|---|---|---|
| Envestnet Asset Management Inc. | $82.7M | $2.2M |
| LPL Financial LLC | $29.1M | $37.2M |
| Raymond James Financial Inc. | $16.5M | $48.9M |
| Wells Fargo & Company | $36.6M | $16.8M |
| Ameriprise Financial Inc. | $39.8M | $8.2M |
| Cambridge Investment Research Advisors, Inc. | $1.9M | $27.6M |
| Royal Bank of Canada | $7.0M | $15.9M |
| Integrated Wealth Concepts LLC | $6.7M | $15.7M |
| Stifel Financial Corp. | $9.9M | $1.8M |
| Commonwealth Equity Services, LLC | $241K | $10.9M |
| Osaic Holdings, Inc. | $5.0M | $3.4M |
| NewEdge Advisors, LLC | $1.5M | $6.6M |
| Private Advisor Group, LLC | $1.3M | $5.5M |
| JPMorgan Chase & Co | $5.8M | $567K |
| Truist Financial Corp. | $217K | $2.8M |
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, CDC institutional holders.
Frequently asked questions
How much do YLD and CDC overlap?
0.0% by weight, with 0 holdings in common, using holdings for YLD as of June 30, 2026 and CDC as of June 30, 2026.
Do institutions hold both YLD and CDC?
26 Form 13F filers report positions in both, out of 144 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%.