SFTY vs SFLO overlap
SFTY and SFLO 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: SFTY, SEC Form N-PORT, May 31, 2026; SFLO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SFTY | SFLO |
|---|---|---|
| Envestnet Asset Management Inc. | $76.2M | $13.1M |
| LPL Financial LLC | $10.1M | $44.8M |
| UBS Group AG | $142K | $4.2M |
| Cambridge Investment Research Advisors, Inc. | $3.2M | $666K |
| JPMorgan Chase & Co | $55K | $106K |
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: SFTY institutional holders, SFLO institutional holders.
Frequently asked questions
How much do SFTY and SFLO overlap?
0.0% by weight, with 0 holdings in common, using holdings for SFTY as of May 31, 2026 and SFLO as of June 30, 2026.
Do institutions hold both SFTY and SFLO?
5 Form 13F filers report positions in both, out of 79 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%.