SGDM vs FXD overlap
34 institutions report holding both SGDM and FXD.
SGDMFXD
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.
34
institutions report holding both, of 179 holding any
SGDM53.5% of its 13F dollars, 32.7% of its 104 holders
FXD73.0% of its 13F dollars, 31.2% of its 109 holders
Largest institutions holding both
| Firm | SGDM | FXD |
|---|---|---|
| Morgan Stanley | $14.7M | $34.4M |
| Wells Fargo & Company | $5.3M | $27.0M |
| LPL Financial LLC | $7.6M | $9.7M |
| UBS Group AG | $15.0M | $2.3M |
| Raymond James Financial Inc. | $6.5M | $10.2M |
| Bank of America Corp. | $7.0M | $8.3M |
| Stifel Financial Corp. | $615K | $5.1M |
| Royal Bank of Canada | $4.0M | $1.7M |
| Osaic Holdings, Inc. | $3.6M | $1.2M |
| Cetera Investment Advisers | $3.3M | $1.1M |
| Ameriprise Financial Inc. | $1.8M | $1.8M |
| Baird Financial Group, Inc. | $2.7M | $558K |
| Kestra Advisory Services, LLC | $2.0M | $1.2M |
| Commonwealth Equity Services, LLC | $1.7M | $1.2M |
| Jane Street Group, LLC | $1.9M | $419K |
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, FXD institutional holders.
Frequently asked questions
Do institutions hold both SGDM and FXD?
34 Form 13F filers report positions in both, out of 179 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%.