SDFI vs EVSB overlap
4 institutions report holding both SDFI and EVSB.
SDFIEVSB
Pick 2 to 4 ETFs.
We don’t have holdings for SDFI. 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 31 holding any
SDFI5.7% of its 13F dollars, 26.7% of its 15 holders
EVSB5.9% of its 13F dollars, 20.0% of its 20 holders
Largest institutions holding both
| Firm | SDFI | EVSB |
|---|---|---|
| LPL Financial LLC | $7.4M | $4.1M |
| Goldman Sachs Group Inc. | $1.7M | $3.4M |
| Osaic Holdings, Inc. | $240K | $2.1M |
| Global Retirement Partners, LLC | $28K | $19K |
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, EVSB institutional holders.
Frequently asked questions
Do institutions hold both SDFI and EVSB?
4 Form 13F filers report positions in both, out of 31 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%.