SFLO vs LGH overlap
SFLO and LGH 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: SFLO, SEC Form N-PORT, June 30, 2026; LGH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SFLO | LGH |
|---|---|---|
| Morgan Stanley | $69.2M | $73K |
| Envestnet Asset Management Inc. | $13.1M | $49.6M |
| LPL Financial LLC | $44.8M | $15.0M |
| Raymond James Financial Inc. | $40.4M | $554K |
| Cetera Investment Advisers | $3.4M | $31.7M |
| Cambridge Investment Research Advisors, Inc. | $666K | $32.3M |
| NewEdge Advisors, LLC | $16.3M | $3.4M |
| Truist Financial Corp. | $1.7M | $426K |
| Osaic Holdings, Inc. | $1.2M | $259K |
| Integrated Wealth Concepts LLC | $234K | $1.2M |
| JPMorgan Chase & Co | $106K | $63 |
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: SFLO institutional holders, LGH institutional holders.
Frequently asked questions
How much do SFLO and LGH overlap?
0.0% by weight, with 0 holdings in common, using holdings for SFLO as of June 30, 2026 and LGH as of June 30, 2026.
Do institutions hold both SFLO and LGH?
11 Form 13F filers report positions in both, out of 97 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%.