SDIV vs LCTD overlap
43 institutions report holding both SDIV and LCTD.
SDIVLCTD
Pick 2 to 4 ETFs.
We don’t have holdings for LCTD. 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.
43
institutions report holding both, of 183 holding any
SDIV63.1% of its 13F dollars, 36.1% of its 119 holders
LCTD79.6% of its 13F dollars, 40.2% of its 107 holders
Largest institutions holding both
| Firm | SDIV | LCTD |
|---|---|---|
| JPMorgan Chase & Co | $1.9M | $55.9M |
| Envestnet Asset Management Inc. | $4.6M | $47.5M |
| LPL Financial LLC | $26.5M | $14.8M |
| Morgan Stanley | $14.3M | $10K |
| Osaic Holdings, Inc. | $10.2M | $740K |
| Wells Fargo & Company | $9.6M | $6K |
| Cetera Investment Advisers | $5.3M | $3.3M |
| Cambridge Investment Research Advisors, Inc. | $7.0M | $1.3M |
| AE Wealth Management LLC | $5.9M | $536K |
| Flow Traders U.S. LLC | $4.2M | $2.2M |
| Raymond James Financial Inc. | $4.5M | $1.7M |
| MML Investors Services, LLC | $1.7M | $2.6M |
| UBS Group AG | $3.9M | $76K |
| Royal Bank of Canada | $1.7M | $2.0M |
| Jones Financial Companies LLLP | $3.4M | $2K |
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: SDIV institutional holders, LCTD institutional holders.
Frequently asked questions
Do institutions hold both SDIV and LCTD?
43 Form 13F filers report positions in both, out of 183 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%.