SPVM vs SPD overlap
SPVM and SPD overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: SPVM, SEC Form N-PORT, July 31, 2026; SPD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPVM | SPD |
|---|---|---|
| LPL Financial LLC | $14.4M | $3.1M |
| Commonwealth Equity Services, LLC | $208K | $11.9M |
| Susquehanna International Group, LLP | $1.5M | $1.4M |
| Steward Partners Investment Advisory, LLC | $2K | $1.7M |
| IFG Advisory, LLC | $1.1M | $117K |
| Osaic Holdings, Inc. | $798K | $244K |
| Morgan Stanley | $946K | $31K |
| Envestnet Asset Management Inc. | $276K | $202K |
| Royal Bank of Canada | $48K | $29K |
| IFP Advisors, Inc | $31K | $6K |
| Assetmark, Inc. | $15K | $373 |
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: SPVM institutional holders, SPD institutional holders.
Frequently asked questions
How much do SPVM and SPD overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPVM as of July 31, 2026 and SPD as of June 30, 2026.
Do institutions hold both SPVM and SPD?
11 Form 13F filers report positions in both, out of 73 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%.