SDG vs FCPI overlap
SDG and FCPI overlap 6.3% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SDG: May 31, 2026, FCPI: 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 | FCPI | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 4.36% | 6.00% | 4.36% |
| Regeneron PharmREGN | 1.43% | 1.24% | 1.24% |
| United TherapeutUTHR | 0.52% | 1.26% | 0.52% |
| First Solar Inc.FSLR | 5.18% | 0.16% | 0.16% |
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; FCPI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SDG | FCPI |
|---|---|---|
| LPL Financial LLC | $2.3M | $7.5M |
| Wealth Enhancement Advisory Services, LLC | $1.1M | $6.3M |
| Bank of America Corp. | $3.7M | $1.4M |
| Cambridge Investment Research Advisors, Inc. | $626K | $4.3M |
| Osaic Holdings, Inc. | $1.2M | $3.1M |
| Commonwealth Equity Services, LLC | $742K | $2.4M |
| Susquehanna International Group, LLP | $833K | $1.8M |
| Jane Street Group, LLC | $1.8M | $485K |
| Mercer Global Advisors Inc. | $683K | $1.2M |
| Cetera Investment Advisers | $915K | $735K |
| FMR LLC | $14K | $1.6M |
| Morgan Stanley | $1.4M | $5K |
| Integrated Wealth Concepts LLC | $487K | $275K |
| National Bank of Canada | $11K | $519K |
| Allworth Financial LP | $402K | $97K |
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, FCPI institutional holders.
Frequently asked questions
How much do SDG and FCPI overlap?
6.3% by weight, with 4 holdings in common, using holdings for SDG as of May 31, 2026 and FCPI as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both SDG and FCPI?
22 Form 13F filers report positions in both, out of 128 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%.