SDVD vs ROBT overlap
SDVD and ROBT overlap 0.5% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SDVD | ROBT | Overlap |
|---|---|---|---|
| Pegasystems Inc.PEGA | 0.54% | 1.25% | 0.54% |
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; ROBT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SDVD | ROBT |
|---|---|---|
| LPL Financial LLC | $36.4M | $50.4M |
| Raymond James Financial Inc. | $26.9M | $11.3M |
| Morgan Stanley | $128K | $35.8M |
| Steward Partners Investment Advisory, LLC | $30.3M | $206K |
| Commonwealth Equity Services, LLC | $26.0M | $1.5M |
| Royal Bank of Canada | $14.0M | $11.7M |
| Stifel Financial Corp. | $18.6M | $5.1M |
| Osaic Holdings, Inc. | $12.8M | $10.8M |
| Cetera Investment Advisers | $17.8M | $4.5M |
| Envestnet Asset Management Inc. | $5.1M | $16.1M |
| Cambridge Investment Research Advisors, Inc. | $3.5M | $16.5M |
| Wells Fargo & Company | $22K | $19.7M |
| Ameriprise Financial Inc. | $873K | $14.4M |
| Kestra Advisory Services, LLC | $12.0M | $2.7M |
| Janney Montgomery Scott LLC | $3.4M | $5.0M |
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, ROBT institutional holders.
Frequently asked questions
How much do SDVD and ROBT overlap?
0.5% by weight, with 1 holdings in common, using holdings for SDVD as of July 31, 2026 and ROBT as of June 30, 2026. The largest shared position is PEGA.
Do institutions hold both SDVD and ROBT?
48 Form 13F filers report positions in both, out of 242 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%.