SDSI vs DIVN overlap

SDSI and DIVN overlap 0.0% by weight, across 0 shared holdings.

SDSIDIVN

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SDSI0.0% of the fund is in shared holdings, of 380

DIVN0.0% of the fund is in shared holdings, of 126

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: SDSI, SEC Form N-PORT, May 31, 2026; DIVN, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 51 holding any

SDSI3.6% of its 13F dollars, 7.0% of its 43 holders

DIVN19.6% of its 13F dollars, 27.3% of its 11 holders

Largest institutions holding both

Firm	SDSI	DIVN
Envestnet Asset Management Inc.	$4.7M	$31.3M
Cambridge Investment Research Advisors, Inc.	$1.8M	$4.7M
Osaic Holdings, Inc.	$127K	$845K

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: SDSI institutional holders, DIVN institutional holders.

Frequently asked questions

How much do SDSI and DIVN overlap?

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

Do institutions hold both SDSI and DIVN?

3 Form 13F filers report positions in both, out of 51 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%.