SPBC vs FDIG overlap

SPBC and FDIG overlap 0.0% by weight, across 0 shared holdings.

SPBCFDIG

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SPBC0.0% of the fund is in shared holdings, of 2

FDIG0.0% of the fund is in shared holdings, of 58

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: SPBC, SEC Form N-PORT, June 30, 2026; FDIG, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 62 holding any

SPBC37.5% of its 13F dollars, 35.0% of its 20 holders

FDIG12.6% of its 13F dollars, 14.3% of its 49 holders

Largest institutions holding both

Firm	SPBC	FDIG
LPL Financial LLC	$7.0M	$217K
Citadel Advisors LLC	$310K	$2.5M
NewEdge Advisors, LLC	$58K	$538K
UBS Group AG	$97K	$8K
JPMorgan Chase & Co	$11K	$61K
Morgan Stanley	$172	$7K
Larson Financial Group LLC	$5K	$1K

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: SPBC institutional holders, FDIG institutional holders.

Frequently asked questions

How much do SPBC and FDIG overlap?

0.0% by weight, with 0 holdings in common, using holdings for SPBC as of June 30, 2026 and FDIG as of June 30, 2026.

Do institutions hold both SPBC and FDIG?

7 Form 13F filers report positions in both, out of 62 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%.