SCCR vs PHYL overlap

SCCR and PHYL overlap 0.0% by weight, across 0 shared holdings.

SCCRPHYL

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SCCR0.0% of the fund is in shared holdings, of 548

PHYL0.0% of the fund is in shared holdings, of 755

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; PHYL, SEC Form N-PORT, May 29, 2026.

institutions report holding both, of 150 holding any

SCCR0.1% of its 13F dollars, 33.3% of its 24 holders

PHYL3.0% of its 13F dollars, 6.0% of its 134 holders

Largest institutions holding both

Firm	SCCR	PHYL
Wells Fargo & Company	$60K	$18.9M
LPL Financial LLC	$518K	$11.8M
Integrated Wealth Concepts LLC	$10K	$4.6M
Osaic Holdings, Inc.	$44K	$3.4M
Jane Street Group, LLC	$441K	$248K
Morgan Stanley	$40K	$129K
Aptus Capital Advisors, LLC	$75K	$977
UBS Group AG	$691	$4K

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, PHYL institutional holders.

Frequently asked questions

How much do SCCR and PHYL overlap?

0.0% by weight, with 0 holdings in common, using holdings for SCCR as of June 30, 2026 and PHYL as of May 29, 2026.

Do institutions hold both SCCR and PHYL?

8 Form 13F filers report positions in both, out of 150 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%.