SCDS vs MJ overlap
2 institutions report holding both SCDS and MJ.
SCDSMJ
Pick 2 to 4 ETFs.
We don’t have holdings for MJ. 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.
2
institutions report holding both, of 116 holding any
SCDS5.1% of its 13F dollars, 66.7% of its 3 holders
MJ6.0% of its 13F dollars, 1.7% of its 115 holders
Largest institutions holding both
| Firm | SCDS | MJ |
|---|---|---|
| Royal Bank of Canada | $396K | $176K |
| UBS Group AG | $13K | $295K |
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: SCDS institutional holders, MJ institutional holders.
Frequently asked questions
Do institutions hold both SCDS and MJ?
2 Form 13F filers report positions in both, out of 116 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%.