SCEP vs BBLU overlap
3 institutions report holding both SCEP and BBLU.
SCEPBBLU
Pick 2 to 4 ETFs.
We don’t have holdings for SCEP. 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.
3
institutions report holding both, of 96 holding any
SCEP7.6% of its 13F dollars, 10.7% of its 28 holders
BBLU7.8% of its 13F dollars, 4.2% of its 71 holders
Largest institutions holding both
| Firm | SCEP | BBLU |
|---|---|---|
| Osaic Holdings, Inc. | $7K | $10.4M |
| Envestnet Asset Management Inc. | $6.7M | $3.2M |
| Truist Financial Corp. | $6.7M | $321K |
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: SCEP institutional holders, BBLU institutional holders.
Frequently asked questions
Do institutions hold both SCEP and BBLU?
3 Form 13F filers report positions in both, out of 96 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%.