SDCI vs CFA overlap
SDCI and CFA 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; CFA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SDCI | CFA |
|---|---|---|
| Morgan Stanley | $18.6M | $60.7M |
| Bank of America Corp. | $243K | $34.2M |
| Raymond James Financial Inc. | $8.5M | $20.4M |
| Wells Fargo & Company | $4.7M | $19.7M |
| Fifth Third Bancorp | $15K | $22.5M |
| Northwestern Mutual Wealth Management Co | $12K | $19.3M |
| UBS Group AG | $26K | $19.1M |
| LPL Financial LLC | $6.1M | $11.7M |
| Osaic Holdings, Inc. | $12.5M | $3.4M |
| Cambridge Investment Research Advisors, Inc. | $7.6M | $6.1M |
| Susquehanna International Group, LLP | $5.6M | $4.7M |
| Summit Financial, LLC | $1.5M | $8.3M |
| Commonwealth Equity Services, LLC | $1.2M | $5.3M |
| Envestnet Asset Management Inc. | $3.9M | $2.0M |
| NewEdge Advisors, LLC | $397K | $5.0M |
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, CFA institutional holders.
Frequently asked questions
How much do SDCI and CFA overlap?
0.0% by weight, with 0 holdings in common, using holdings for SDCI as of June 30, 2026 and CFA as of June 30, 2026.
Do institutions hold both SDCI and CFA?
30 Form 13F filers report positions in both, out of 175 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%.