SDCI vs AVGE overlap
SDCI and AVGE 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: SDCI, SEC Form N-PORT, June 30, 2026; AVGE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SDCI | AVGE |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.2M | $25.2M |
| Morgan Stanley | $18.6M | $527 |
| LPL Financial LLC | $6.1M | $9.3M |
| Osaic Holdings, Inc. | $12.5M | $317K |
| Cambridge Investment Research Advisors, Inc. | $7.6M | $2.4M |
| Wells Fargo & Company | $4.7M | $55K |
| Envestnet Asset Management Inc. | $3.9M | $757K |
| MML Investors Services, LLC | $4.0M | $241K |
| Stifel Financial Corp. | $2.4M | $513K |
| EverSource Wealth Advisors, LLC | $2.2M | $287K |
| HighTower Advisors, LLC | $1.7M | $549K |
| Jane Street Group, LLC | $865K | $453K |
| Advisory Services Network, LLC | $267K | $929K |
| Farther Finance Advisors, LLC | $2K | $1.1M |
| Allied Private Wealth LLC | $778K | $164K |
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: SDCI institutional holders, AVGE institutional holders.
Frequently asked questions
How much do SDCI and AVGE overlap?
0.0% by weight, with 0 holdings in common, using holdings for SDCI as of June 30, 2026 and AVGE as of May 31, 2026.
Do institutions hold both SDCI and AVGE?
20 Form 13F filers report positions in both, out of 263 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%.