SDG vs CHPY overlap
SDG and CHPY overlap 8.9% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SDG: May 31, 2026, CHPY: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | SDG | CHPY | Overlap |
|---|---|---|---|
| Marvell TechnoloMRVL | 9.90% | 4.58% | 4.58% |
| Nvidia Corp.NVDA | 4.36% | 6.14% | 4.36% |
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: SDG, SEC Form N-PORT, May 31, 2026; CHPY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SDG | CHPY |
|---|---|---|
| Jane Street Group, LLC | $1.8M | $8.3M |
| Susquehanna International Group, LLP | $833K | $1.3M |
| Morgan Stanley | $1.4M | $3K |
| UBS Group AG | $938K | $33K |
| Envestnet Asset Management Inc. | $586K | $264K |
| Dynamic Advisor Solutions LLC | $472K | $221K |
| PFG Investments, LLC | $238K | $225K |
| Bank of Montreal | $75K | $106K |
| AE Wealth Management LLC | $18K | $70K |
| JPMorgan Chase & Co | $14K | $72K |
| Wells Fargo & Company | $83K | $137 |
| Harbour Investments, Inc. | $25K | $4K |
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: SDG institutional holders, CHPY institutional holders.
Frequently asked questions
How much do SDG and CHPY overlap?
8.9% by weight, with 2 holdings in common, using holdings for SDG as of May 31, 2026 and CHPY as of July 31, 2026. The largest shared position is MRVL.
Do institutions hold both SDG and CHPY?
12 Form 13F filers report positions in both, out of 121 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%.