SGDJ vs PXI overlap
16 institutions report holding both SGDJ and PXI.
SGDJPXI
Pick 2 to 4 ETFs.
We don’t have holdings for SGDJ. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
16
institutions report holding both, of 84 holding any
SGDJ39.5% of its 13F dollars, 28.6% of its 56 holders
PXI32.0% of its 13F dollars, 36.4% of its 44 holders
Largest institutions holding both
| Firm | SGDJ | PXI |
|---|---|---|
| Morgan Stanley | $2.8M | $2.9M |
| Royal Bank of Canada | $3.4M | $386K |
| LPL Financial LLC | $1.2M | $2.2M |
| Cambridge Investment Research Advisors, Inc. | $2.3M | $1.0M |
| Raymond James Financial Inc. | $2.3M | $968K |
| Advisory Services Network, LLC | $2.3M | $657K |
| Bank of America Corp. | $490K | $2.3M |
| Cetera Investment Advisers | $1.1M | $807K |
| Osaic Holdings, Inc. | $290K | $1.4M |
| UBS Group AG | $115K | $183K |
| Qube Research & Technologies Ltd | $208K | $5K |
| Farther Finance Advisors, LLC | $6K | $72K |
| IFP Advisors, Inc | $980 | $66K |
| FMR LLC | $14K | $30K |
| Geneos Wealth Management Inc. | $15K | $28K |
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: SGDJ institutional holders, PXI institutional holders.
Frequently asked questions
Do institutions hold both SGDJ and PXI?
16 Form 13F filers report positions in both, out of 84 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%.