SCEP vs BTAL overlap
6 institutions report holding both SCEP and BTAL.
SCEPBTAL
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.
6
institutions report holding both, of 115 holding any
SCEP79.0% of its 13F dollars, 21.4% of its 28 holders
BTAL8.8% of its 13F dollars, 6.5% of its 93 holders
Largest institutions holding both
| Firm | SCEP | BTAL |
|---|---|---|
| AE Wealth Management LLC | $132.1M | $10.3M |
| Envestnet Asset Management Inc. | $6.7M | $158K |
| Jane Street Group, LLC | $370K | $2.7M |
| Osaic Holdings, Inc. | $7K | $2.2M |
| HRT Financial LP | $229K | $154K |
| CoreCap Advisors, LLC | $12K | $36K |
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, BTAL institutional holders.
Frequently asked questions
Do institutions hold both SCEP and BTAL?
6 Form 13F filers report positions in both, out of 115 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%.