SDSI vs OBIL overlap
SDSI and OBIL 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; OBIL, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SDSI | OBIL |
|---|---|---|
| Raymond James Financial Inc. | $16.8M | $6.1M |
| Morgan Stanley | $30K | $13.4M |
| Envestnet Asset Management Inc. | $4.7M | $8.5M |
| Nations Financial Group Inc., /IA/ | $228K | $8.7M |
| UBS Group AG | $10K | $5.1M |
| Goldman Sachs Group Inc. | $2.3M | $2.3M |
| IFP Advisors, Inc | $3.3M | $170K |
| Rockefeller Capital Management L.P. | $1.3M | $1.8M |
| Cambridge Investment Research Advisors, Inc. | $1.8M | $662K |
| Truist Financial Corp. | $257K | $2.0M |
| Jane Street Group, LLC | $1.0M | $962K |
| NewEdge Advisors, LLC | $851K | $703K |
| Kestra Advisory Services, LLC | $522K | $834K |
| Citadel Advisors LLC | $860K | $392K |
| Osaic Holdings, Inc. | $127K | $25K |
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, OBIL institutional holders.
Frequently asked questions
How much do SDSI and OBIL overlap?
0.0% by weight, with 0 holdings in common, using holdings for SDSI as of May 31, 2026 and OBIL as of May 31, 2026.
Do institutions hold both SDSI and OBIL?
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%.