SGDM vs GTOP overlap
21 institutions report holding both SGDM and GTOP.
SGDMGTOP
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.
21
institutions report holding both, of 141 holding any
SGDM41.4% of its 13F dollars, 20.2% of its 104 holders
GTOP27.3% of its 13F dollars, 36.2% of its 58 holders
Largest institutions holding both
| Firm | SGDM | GTOP |
|---|---|---|
| Morgan Stanley | $14.7M | $2.0M |
| LPL Financial LLC | $7.6M | $8.4M |
| UBS Group AG | $15.0M | $85K |
| Wells Fargo & Company | $5.3M | $9.1M |
| Commonwealth Equity Services, LLC | $1.7M | $8.4M |
| Raymond James Financial Inc. | $6.5M | $3.2M |
| Stratos Wealth Partners, LTD. | $697K | $6.2M |
| Royal Bank of Canada | $4.0M | $2.2M |
| Osaic Holdings, Inc. | $3.6M | $327K |
| Cetera Investment Advisers | $3.3M | $408K |
| MML Investors Services, LLC | $1.1M | $235K |
| Stifel Financial Corp. | $615K | $574K |
| Rockefeller Capital Management L.P. | $257K | $509K |
| Integrated Wealth Concepts LLC | $410K | $328K |
| Envestnet Asset Management Inc. | $209K | $368K |
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, GTOP institutional holders.
Frequently asked questions
Do institutions hold both SGDM and GTOP?
21 Form 13F filers report positions in both, out of 141 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%.