SCEP vs EFNL overlap
2 institutions report holding both SCEP and EFNL.
SCEPEFNL
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.
2
institutions report holding both, of 53 holding any
SCEP0.2% of its 13F dollars, 7.1% of its 28 holders
EFNL1.1% of its 13F dollars, 7.4% of its 27 holders
Largest institutions holding both
| Firm | SCEP | EFNL |
|---|---|---|
| Jane Street Group, LLC | $370K | $1.6M |
| Osaic Holdings, Inc. | $7K | $222K |
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, EFNL institutional holders.
Frequently asked questions
Do institutions hold both SCEP and EFNL?
2 Form 13F filers report positions in both, out of 53 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%.