SCCR vs HIMU overlap
14 institutions report holding both SCCR and HIMU.
SCCRHIMU
Pick 2 to 4 ETFs.
We don’t have holdings for HIMU. 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.
14
institutions report holding both, of 247 holding any
SCCR0.4% of its 13F dollars, 58.3% of its 24 holders
HIMU20.7% of its 13F dollars, 5.9% of its 237 holders
Largest institutions holding both
| Firm | SCCR | HIMU |
|---|---|---|
| LPL Financial LLC | $518K | $95.4M |
| Morgan Stanley | $40K | $72.0M |
| Wells Fargo & Company | $60K | $39.7M |
| UBS Group AG | $691 | $24.5M |
| Integrated Wealth Concepts LLC | $10K | $17.3M |
| Osaic Holdings, Inc. | $44K | $10.7M |
| Citadel Advisors LLC | $3.8M | $2.0M |
| Jane Street Group, LLC | $441K | $4.5M |
| Vision Retirement, LLC | $23K | $931K |
| EP Wealth Advisors, LLC | $173K | $539K |
| Aptus Capital Advisors, LLC | $75K | $368K |
| Assetmark, Inc. | $1K | $43K |
| Rossby Financial, LCC | $11K | $21K |
| CoreCap Advisors, LLC | $3K | $9K |
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: SCCR institutional holders, HIMU institutional holders.
Frequently asked questions
Do institutions hold both SCCR and HIMU?
14 Form 13F filers report positions in both, out of 247 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%.