SFY vs SDCI overlap
SFY and SDCI 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: SFY, SEC Form N-PORT, May 31, 2026; SDCI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SFY | SDCI |
|---|---|---|
| Morgan Stanley | $304K | $18.6M |
| Osaic Holdings, Inc. | $65K | $12.5M |
| LPL Financial LLC | $5.3M | $6.1M |
| Raymond James Financial Inc. | $760K | $8.5M |
| Susquehanna International Group, LLP | $2.4M | $5.6M |
| Wells Fargo & Company | $7K | $4.7M |
| Flow Traders U.S. LLC | $2.2M | $856K |
| Citadel Advisors LLC | $1.0M | $1.5M |
| Northwestern Mutual Wealth Management Co | $1.8M | $12K |
| Cetera Investment Advisers | $486K | $840K |
| FMR LLC | $1.1M | $16K |
| Quantinno Capital Management LP | $266K | $648K |
| NewEdge Advisors, LLC | $321K | $397K |
| Steward Partners Investment Advisory, LLC | $3K | $709K |
| Integrated Wealth Concepts LLC | $42K | $558K |
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: SFY institutional holders, SDCI institutional holders.
Frequently asked questions
How much do SFY and SDCI overlap?
0.0% by weight, with 0 holdings in common, using holdings for SFY as of May 31, 2026 and SDCI as of June 30, 2026.
Do institutions hold both SFY and SDCI?
22 Form 13F filers report positions in both, out of 163 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%.