SGDM vs CHPX overlap
19 institutions report holding both SGDM and CHPX.
SGDMCHPX
Pick 2 to 4 ETFs.
We don’t have holdings for SGDM. 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.
19
institutions report holding both, of 124 holding any
SGDM43.3% of its 13F dollars, 18.3% of its 104 holders
CHPX42.1% of its 13F dollars, 48.7% of its 39 holders
Largest institutions holding both
| Firm | SGDM | CHPX |
|---|---|---|
| Envestnet Asset Management Inc. | $209K | $36.2M |
| Raymond James Financial Inc. | $6.5M | $13.9M |
| UBS Group AG | $15.0M | $69K |
| Morgan Stanley | $14.7M | $5K |
| LPL Financial LLC | $7.6M | $4.7M |
| Jane Street Group, LLC | $1.9M | $6.3M |
| Bank of America Corp. | $7.0M | $491K |
| Royal Bank of Canada | $4.0M | $2.9M |
| Cetera Investment Advisers | $3.3M | $639K |
| Osaic Holdings, Inc. | $3.6M | $10K |
| GTS Securities LLC | $1.2M | $1.4M |
| Citadel Advisors LLC | $368K | $1.9M |
| Cambridge Investment Research Advisors, Inc. | $488K | $1.1M |
| Summit Financial, LLC | $399K | $1.1M |
| Federation des caisses Desjardins du Quebec | $1.4M | $34K |
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: SGDM institutional holders, CHPX institutional holders.
Frequently asked questions
Do institutions hold both SGDM and CHPX?
19 Form 13F filers report positions in both, out of 124 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%.