SJB vs LDRI overlap

SJB and LDRI overlap 0.0% by weight, across 0 shared holdings.

SJBLDRI

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SJB0.0% of the fund is in shared holdings, of 1

LDRI0.0% of the fund is in shared holdings, of 5

These funds report on different dates (SJB: May 31, 2026, LDRI: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.

Top shared holdings

These funds hold nothing in common.

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: SJB, SEC Form N-PORT, May 31, 2026; LDRI, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 26 holding any

SJB6.5% of its 13F dollars, 10.0% of its 20 holders

LDRI12.5% of its 13F dollars, 25.0% of its 8 holders

Largest institutions holding both

Firm	SJB	LDRI
Jane Street Group, LLC	$390K	$293K
Integrated Wealth Concepts LLC	$91	$393K

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: SJB institutional holders, LDRI institutional holders.

Frequently asked questions

How much do SJB and LDRI overlap?

0.0% by weight, with 0 holdings in common, using holdings for SJB as of May 31, 2026 and LDRI as of July 31, 2026.

Do institutions hold both SJB and LDRI?

2 Form 13F filers report positions in both, out of 26 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%.