SDVD vs ILTB overlap
SDVD and ILTB overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SDVD: July 31, 2026, ILTB: May 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
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: SDVD, SEC Form N-PORT, July 31, 2026; ILTB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SDVD | ILTB |
|---|---|---|
| AE Wealth Management LLC | $401K | $71.1M |
| LPL Financial LLC | $36.4M | $6.1M |
| Steward Partners Investment Advisory, LLC | $30.3M | $12K |
| Raymond James Financial Inc. | $26.9M | $2.5M |
| Commonwealth Equity Services, LLC | $26.0M | $452K |
| Cetera Investment Advisers | $17.8M | $4.4M |
| Royal Bank of Canada | $14.0M | $1.6M |
| Osaic Holdings, Inc. | $12.8M | $410K |
| Ameriprise Financial Inc. | $873K | $11.3M |
| Creative Financial Designs Inc. | $5.8M | $3.8M |
| Envestnet Asset Management Inc. | $5.1M | $4.2M |
| Wells Fargo & Company | $22K | $7.5M |
| Morgan Stanley | $128K | $6.2M |
| Private Advisor Group, LLC | $5.2M | $453K |
| IFP Advisors, Inc | $4.7M | $51K |
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: SDVD institutional holders, ILTB institutional holders.
Frequently asked questions
How much do SDVD and ILTB overlap?
0.0% by weight, with 0 holdings in common, using holdings for SDVD as of July 31, 2026 and ILTB as of May 31, 2026.
Do institutions hold both SDVD and ILTB?
25 Form 13F filers report positions in both, out of 175 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%.