SDVY vs IWN overlap
SDVY and IWN overlap 6.0% by weight, across 36 shared holdings.
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Top shared holdings
| Holding | SDVY | IWN | Overlap |
|---|---|---|---|
| UMB FinancialUMBF | 0.97% | 0.62% | 0.62% |
| Select INS GRPSIGI | 0.97% | 0.38% | 0.38% |
| Home BancsharesHOMB | 0.83% | 0.35% | 0.35% |
| Assoc BANC-Corp.ASB | 0.48% | 0.29% | 0.29% |
| Fulton FinancialFULT | 0.73% | 0.28% | 0.28% |
| Unifirst Corp./MAUNF | 0.59% | 0.25% | 0.25% |
| Intl BancsharesIBOC | 0.43% | 0.25% | 0.25% |
| Graham Holding-BGHC | 0.86% | 0.24% | 0.24% |
| Eastern BanksharEBC | 0.24% | 0.29% | 0.24% |
| Essent Group Ltd.ESNT | 0.23% | 0.38% | 0.23% |
| Otter TAIL Corp.OTTR | 0.43% | 0.23% | 0.23% |
| First Inter/MT-aFIBK | 0.24% | 0.23% | 0.23% |
| Cal-Maine FoodsCALM | 0.52% | 0.23% | 0.23% |
| KORN FerryKFY | 0.20% | 0.23% | 0.20% |
| First MerchantsFRME | 0.21% | 0.18% | 0.18% |
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: SDVY, SEC Form N-PORT, June 30, 2026; IWN, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SDVY | IWN |
|---|---|---|
| Bank of America Corp. | $428.9M | $1.4B |
| Morgan Stanley | $796.6M | $937.6M |
| LPL Financial LLC | $1.1B | $258.0M |
| Wells Fargo & Company | $572.0M | $191.6M |
| Raymond James Financial Inc. | $664.0M | $95.9M |
| Envestnet Asset Management Inc. | $145.0M | $473.0M |
| UBS Group AG | $289.6M | $169.6M |
| Cetera Investment Advisers | $356.1M | $57.3M |
| Royal Bank of Canada | $292.1M | $108.6M |
| TIAA Wealth Investment Management LLC | $18K | $330.9M |
| Commonwealth Equity Services, LLC | $157.4M | $167.4M |
| D.A. Davidson & Co. | $36.7M | $283.5M |
| TIAA-CREF Individual & Institutional Services, LLC | $523K | $269.6M |
| PNC Financial Services Group, Inc. | $150K | $241.3M |
| Cambridge Investment Research Advisors, Inc. | $213.8M | $11.7M |
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: SDVY institutional holders, IWN institutional holders.
Frequently asked questions
How much do SDVY and IWN overlap?
6.0% by weight, with 36 holdings in common, using holdings for SDVY as of June 30, 2026 and IWN as of June 30, 2026. The largest shared position is UMBF.
Do institutions hold both SDVY and IWN?
270 Form 13F filers report positions in both, out of 1,383 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%.