SDCI vs BENJ overlap
11 institutions report holding both SDCI and BENJ.
SDCIBENJ
Pick 2 to 4 ETFs.
We don’t have holdings for BENJ. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
11
institutions report holding both, of 130 holding any
SDCI16.0% of its 13F dollars, 8.9% of its 124 holders
BENJ81.0% of its 13F dollars, 64.7% of its 17 holders
Largest institutions holding both
| Firm | SDCI | BENJ |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $7.6M | $80.5M |
| Envestnet Asset Management Inc. | $3.9M | $74.8M |
| LPL Financial LLC | $6.1M | $46.6M |
| Cetera Investment Advisers | $840K | $44.3M |
| Orion Porfolio Solutions, LLC | $16.4M | $6.6M |
| Osaic Holdings, Inc. | $12.5M | $648K |
| Principal Securities, Inc. | $907K | $4.2M |
| Atria Investments, Inc | $3.2M | $276K |
| Certior Financial Group, LLC | $797K | $1.6M |
| Brookwood Investment Group LLC | $470K | $268K |
| US Bancorp | $7K | $45K |
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, BENJ institutional holders.
Frequently asked questions
Do institutions hold both SDCI and BENJ?
11 Form 13F filers report positions in both, out of 130 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%.