MCH vs ASCI overlap
5 institutions report holding both MCH and ASCI.
MCHASCI
Pick 2 to 4 ETFs.
We don’t have holdings for ASCI. 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.
5
institutions report holding both, of 37 holding any
MCH10.5% of its 13F dollars, 29.4% of its 17 holders
ASCI18.2% of its 13F dollars, 20.0% of its 25 holders
Largest institutions holding both
| Firm | MCH | ASCI |
|---|---|---|
| Citadel Advisors LLC | $511K | $1.7M |
| Susquehanna International Group, LLP | $756K | $746K |
| UBS Group AG | $211K | $40K |
| Osaic Holdings, Inc. | $52K | $154K |
| Rockefeller Capital Management L.P. | $29K | $33K |
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: MCH institutional holders, ASCI institutional holders.
Frequently asked questions
Do institutions hold both MCH and ASCI?
5 Form 13F filers report positions in both, out of 37 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%.