SDFI vs CALI overlap
4 institutions report holding both SDFI and CALI.
SDFICALI
Pick 2 to 4 ETFs.
We don’t have holdings for SDFI, CALI. 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.
4
institutions report holding both, of 118 holding any
SDFI5.1% of its 13F dollars, 26.7% of its 15 holders
CALI20.0% of its 13F dollars, 3.7% of its 107 holders
Largest institutions holding both
| Firm | SDFI | CALI |
|---|---|---|
| LPL Financial LLC | $7.4M | $17.5M |
| Global Retirement Partners, LLC | $28K | $14.0M |
| Osaic Holdings, Inc. | $240K | $1.4M |
| Citadel Advisors LLC | $697K | $202K |
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: SDFI institutional holders, CALI institutional holders.
Frequently asked questions
Do institutions hold both SDFI and CALI?
4 Form 13F filers report positions in both, out of 118 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%.