SGVT vs SBND overlap
8 institutions report holding both SGVT and SBND.
SGVTSBND
Pick 2 to 4 ETFs.
We don’t have holdings for SGVT. 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.
8
institutions report holding both, of 106 holding any
SGVT3.9% of its 13F dollars, 9.6% of its 83 holders
SBND15.3% of its 13F dollars, 25.8% of its 31 holders
Largest institutions holding both
| Firm | SGVT | SBND |
|---|---|---|
| Simplicity Wealth,LLC | $277K | $9.8M |
| Osaic Holdings, Inc. | $66K | $4.9M |
| Jane Street Group, LLC | $1.9M | $3.0M |
| Cambridge Investment Research Advisors, Inc. | $1.7M | $1.9M |
| Goldman Sachs Group Inc. | $840K | $659K |
| Creative Financial Designs Inc. | $361K | $356K |
| Integrated Wealth Concepts LLC | $63K | $4K |
| UBS Group AG | $10K | $26K |
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: SGVT institutional holders, SBND institutional holders.
Frequently asked questions
Do institutions hold both SGVT and SBND?
8 Form 13F filers report positions in both, out of 106 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%.