SDOG vs HCMT overlap
SDOG and HCMT overlap 5.2% by weight, across 49 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SDOG: May 31, 2026, HCMT: 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 | SDOG | HCMT | Overlap |
|---|---|---|---|
| Abbvie Inc.ABBV | 1.87% | 0.55% | 0.55% |
| Chevron Corp.CVX | 1.75% | 0.46% | 0.46% |
| Merck & CoMRK | 1.94% | 0.40% | 0.40% |
| Texas InstrumentTXN | 3.02% | 0.31% | 0.31% |
| Verizon CommunicVZ | 1.76% | 0.24% | 0.24% |
| At&T Inc.T | 1.69% | 0.20% | 0.20% |
| ConocophillipsCOP | 1.76% | 0.18% | 0.18% |
| Pfizer Inc.PFE | 1.86% | 0.18% | 0.18% |
| Bristol-MYER SQBBMY | 1.83% | 0.16% | 0.16% |
| CVS Health Corp.CVS | 2.25% | 0.16% | 0.16% |
| Starbucks Corp.SBUX | 1.89% | 0.15% | 0.15% |
| Lockheed MartinLMT | 1.55% | 0.15% | 0.15% |
| Altria Group Inc.MO | 1.93% | 0.14% | 0.14% |
| Accenture PLC-aACN | 1.79% | 0.13% | 0.13% |
| US BancorpUSB | 2.03% | 0.12% | 0.12% |
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: SDOG, SEC Form N-PORT, May 31, 2026; HCMT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SDOG | HCMT |
|---|---|---|
| Morgan Stanley | $71.3M | $244K |
| LPL Financial LLC | $20.6M | $18.7M |
| Raymond James Financial Inc. | $22.1M | $395K |
| Commonwealth Equity Services, LLC | $12.9M | $412K |
| NewEdge Advisors, LLC | $861K | $11.1M |
| Envestnet Asset Management Inc. | $629K | $8.3M |
| IFP Advisors, Inc | $4.2M | $498K |
| Cambridge Investment Research Advisors, Inc. | $3.7M | $803K |
| Integrated Wealth Concepts LLC | $3.4M | $26K |
| Osaic Holdings, Inc. | $2.8M | $151K |
| Wealth Enhancement Advisory Services, LLC | $943K | $1.5M |
| Summit Financial, LLC | $1.4M | $333K |
| Vise Technologies, Inc. | $220K | $1.5M |
| J.W. Cole Advisors, Inc. | $566K | $665K |
| Truist Financial Corp. | $503K | $383K |
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: SDOG institutional holders, HCMT institutional holders.
Frequently asked questions
How much do SDOG and HCMT overlap?
5.2% by weight, with 49 holdings in common, using holdings for SDOG as of May 31, 2026 and HCMT as of July 31, 2026. The largest shared position is ABBV.
Do institutions hold both SDOG and HCMT?
16 Form 13F filers report positions in both, out of 195 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%.