SPXE vs SGDJ overlap
8 institutions report holding both SPXE and SGDJ.
SPXESGDJ
Pick 2 to 4 ETFs.
We don’t have holdings for SGDJ. 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 84 holding any
SPXE11.1% of its 13F dollars, 22.2% of its 36 holders
SGDJ21.6% of its 13F dollars, 14.3% of its 56 holders
Largest institutions holding both
| Firm | SPXE | SGDJ |
|---|---|---|
| Royal Bank of Canada | $556K | $3.4M |
| LPL Financial LLC | $2.5M | $1.2M |
| Morgan Stanley | $201 | $2.8M |
| Private Advisor Group, LLC | $790K | $751K |
| Bank of America Corp. | $496K | $490K |
| Osaic Holdings, Inc. | $222K | $290K |
| UBS Group AG | $25K | $115K |
| Wells Fargo & Company | $92 | $44 |
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: SPXE institutional holders, SGDJ institutional holders.
Frequently asked questions
Do institutions hold both SPXE and SGDJ?
8 Form 13F filers report positions in both, out of 84 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%.