SDSI vs FTSD overlap
SDSI and FTSD 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; FTSD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SDSI | FTSD |
|---|---|---|
| Raymond James Financial Inc. | $16.8M | $8.8M |
| UBS Group AG | $10K | $12.3M |
| Envestnet Asset Management Inc. | $4.7M | $778K |
| Goldman Sachs Group Inc. | $2.3M | $2.1M |
| IFP Advisors, Inc | $3.3M | $696K |
| Joseph P. Lucia & Associates, LLC | $1.6M | $2.3M |
| Cambridge Investment Research Advisors, Inc. | $1.8M | $1.6M |
| Citadel Advisors LLC | $860K | $1.8M |
| Morgan Stanley | $30K | $2.1M |
| Osaic Holdings, Inc. | $127K | $1.4M |
| Rockefeller Capital Management L.P. | $1.3M | $74K |
| Kestra Advisory Services, LLC | $522K | $437K |
| Farther Finance Advisors, LLC | $300K | $582K |
| Arax Advisory Partners | $277K | $403K |
| PNC Financial Services Group, Inc. | $114K | $38K |
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, FTSD institutional holders.
Frequently asked questions
How much do SDSI and FTSD overlap?
0.0% by weight, with 0 holdings in common, using holdings for SDSI as of May 31, 2026 and FTSD as of June 30, 2026.
Do institutions hold both SDSI and FTSD?
15 Form 13F filers report positions in both, out of 93 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%.