SCCR vs IGEB overlap
SCCR and IGEB overlap 1.1% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SCCR | IGEB | Overlap |
|---|---|---|---|
| Freeport-MC C&GFCX | 0.52% | 0.48% | 0.48% |
| EQT Corp.EQT | 0.45% | 0.28% | 0.28% |
| NXP BV/NXP FDGNXPI | 0.32% | 0.14% | 0.14% |
| CVS Health Corp. | 0.38% | 0.12% | 0.12% |
| T-Mobile USA Inc.TMUS | 0.32% | 0.06% | 0.06% |
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: SCCR, SEC Form N-PORT, June 30, 2026; IGEB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SCCR | IGEB |
|---|---|---|
| LPL Financial LLC | $518K | $122.4M |
| Morgan Stanley | $40K | $53.1M |
| UBS Group AG | $691 | $19.4M |
| Assetmark, Inc. | $1K | $9.4M |
| Osaic Holdings, Inc. | $44K | $4.2M |
| Jane Street Group, LLC | $441K | $3.3M |
| Integrated Wealth Concepts LLC | $10K | $446K |
| EP Wealth Advisors, LLC | $173K | $260K |
| Vision Retirement, LLC | $23K | $356K |
| Wells Fargo & Company | $60K | $10K |
| Rossby Financial, LCC | $11K | $53K |
| CoreCap Advisors, LLC | $3K | $34K |
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, IGEB institutional holders.
Frequently asked questions
How much do SCCR and IGEB overlap?
1.1% by weight, with 5 holdings in common, using holdings for SCCR as of June 30, 2026 and IGEB as of May 31, 2026. The largest shared position is FCX.
Do institutions hold both SCCR and IGEB?
12 Form 13F filers report positions in both, out of 201 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%.