SDSI vs EMHC overlap
SDSI and EMHC overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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; EMHC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SDSI | EMHC |
|---|---|---|
| Envestnet Asset Management Inc. | $4.7M | $22.3M |
| Raymond James Financial Inc. | $16.8M | $844K |
| Cambridge Investment Research Advisors, Inc. | $1.8M | $6.2M |
| HighTower Advisors, LLC | $5.2M | $2.2M |
| Jane Street Group, LLC | $1.0M | $3.4M |
| NewEdge Advisors, LLC | $851K | $3.3M |
| IFP Advisors, Inc | $3.3M | $106K |
| AE Wealth Management LLC | $1.8M | $1.3M |
| Osaic Holdings, Inc. | $127K | $794K |
| Kestra Advisory Services, LLC | $522K | $340K |
| Farther Finance Advisors, LLC | $300K | $29K |
| Morgan Stanley | $30K | $4K |
| Lloyd Advisory Services, LLC. | $21K | $4K |
| UBS Group AG | $10K | $3K |
| Kingdom Financial Group LLC. | $5K | $4K |
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, EMHC institutional holders.
Frequently asked questions
How much do SDSI and EMHC overlap?
0.0% by weight, with 0 holdings in common, using holdings for SDSI as of May 31, 2026 and EMHC as of June 30, 2026.
Do institutions hold both SDSI and EMHC?
16 Form 13F filers report positions in both, out of 130 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%.