SDG vs OVT overlap

SDG and OVT overlap 0.0% by weight, across 0 shared holdings.

SDGOVT

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SDG0.0% of the fund is in shared holdings, of 119

OVT0.0% of the fund is in shared holdings, of 1

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: SDG, SEC Form N-PORT, May 31, 2026; OVT, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 111 holding any

SDG7.6% of its 13F dollars, 4.0% of its 99 holders

OVT1.2% of its 13F dollars, 25.0% of its 16 holders

Largest institutions holding both

Firm	SDG	OVT
LPL Financial LLC	$2.3M	$429K
Morgan Stanley	$1.4M	$23
Wells Fargo & Company	$83K	$159K
AE Wealth Management LLC	$18K	$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: SDG institutional holders, OVT institutional holders.

Frequently asked questions

How much do SDG and OVT overlap?

0.0% by weight, with 0 holdings in common, using holdings for SDG as of May 31, 2026 and OVT as of May 31, 2026.

Do institutions hold both SDG and OVT?

4 Form 13F filers report positions in both, out of 111 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%.