SCCR vs JSI overlap
SCCR and JSI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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; JSI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SCCR | JSI |
|---|---|---|
| Osaic Holdings, Inc. | $44K | $129.9M |
| LPL Financial LLC | $518K | $115.1M |
| UBS Group AG | $691 | $52.4M |
| Morgan Stanley | $40K | $15.8M |
| Goldman Sachs Group Inc. | $340K | $13.5M |
| Jane Street Group, LLC | $441K | $10.4M |
| Susquehanna International Group, LLP | $1.2M | $3.0M |
| Citadel Advisors LLC | $3.8M | $236K |
| Wells Fargo & Company | $60K | $2.5M |
| Integrated Wealth Concepts LLC | $10K | $282K |
| Vision Retirement, LLC | $23K | $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, JSI institutional holders.
Frequently asked questions
How much do SCCR and JSI overlap?
0.0% by weight, with 0 holdings in common, using holdings for SCCR as of June 30, 2026 and JSI as of July 31, 2026.
Do institutions hold both SCCR and JSI?
11 Form 13F filers report positions in both, out of 173 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%.