SIZE vs SDVD overlap
SIZE and SDVD overlap 8.0% by weight, across 40 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SIZE | SDVD | Overlap |
|---|---|---|---|
| Netapp Inc.NTAP | 0.28% | 0.82% | 0.28% |
| Expedia Group inEXPE | 0.25% | 0.78% | 0.25% |
| Williams-SonomaWSM | 0.25% | 0.94% | 0.25% |
| M&T Bank Corp.MTB | 0.22% | 0.72% | 0.22% |
| Citizens FinanciCFG | 0.22% | 0.24% | 0.22% |
| Fifth Third BANCFITB | 0.22% | 0.49% | 0.22% |
| Raymond JamesRJF | 0.22% | 0.25% | 0.22% |
| Regions FinanciaRF | 0.22% | 0.70% | 0.22% |
| SNAP-on Inc.SNA | 0.21% | 0.93% | 0.21% |
| Pultegroup Inc.PHM | 0.21% | 0.57% | 0.21% |
| Pinnacle FinanciPNFP | 0.21% | 0.43% | 0.21% |
| First Citizens-aFCNCA | 0.21% | 0.47% | 0.21% |
| Carlisle COS Inc.CSL | 0.21% | 0.43% | 0.21% |
| West PharmaceutWST | 0.21% | 0.22% | 0.21% |
| HP Inc.HPQ | 0.25% | 0.21% | 0.21% |
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: SIZE, SEC Form N-PORT, July 31, 2026; SDVD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SIZE | SDVD |
|---|---|---|
| LPL Financial LLC | $5.9M | $36.4M |
| Raymond James Financial Inc. | $966K | $26.9M |
| Commonwealth Equity Services, LLC | $936K | $26.0M |
| Cetera Investment Advisers | $205K | $17.8M |
| Envestnet Asset Management Inc. | $10.8M | $5.1M |
| Osaic Holdings, Inc. | $2.9M | $12.8M |
| Royal Bank of Canada | $561K | $14.0M |
| Ameriprise Financial Inc. | $13.0M | $873K |
| Wells Fargo & Company | $13.5M | $22K |
| Morgan Stanley | $7.2M | $128K |
| Harbour Investments, Inc. | $107K | $5.6M |
| G&S Capital LLC | $1.2M | $4.3M |
| Cambridge Investment Research Advisors, Inc. | $874K | $3.5M |
| Susquehanna International Group, LLP | $402K | $1.4M |
| Arax Advisory Partners | $12K | $1.7M |
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: SIZE institutional holders, SDVD institutional holders.
Frequently asked questions
How much do SIZE and SDVD overlap?
8.0% by weight, with 40 holdings in common, using holdings for SIZE as of July 31, 2026 and SDVD as of July 31, 2026. The largest shared position is NTAP.
Do institutions hold both SIZE and SDVD?
23 Form 13F filers report positions in both, out of 158 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%.