SCEP vs JIII overlap
3 institutions report holding both SCEP and JIII.
SCEPJIII
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 44 holding any
SCEP7.8% of its 13F dollars, 10.7% of its 28 holders
JIII1.5% of its 13F dollars, 15.8% of its 19 holders
Largest institutions holding both
| Firm | SCEP | JIII |
|---|---|---|
| Envestnet Asset Management Inc. | $6.7M | $552K |
| Truist Financial Corp. | $6.7M | $311K |
| Jane Street Group, LLC | $370K | $1.8M |
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, JIII institutional holders.
Frequently asked questions
Do institutions hold both SCEP and JIII?
3 Form 13F filers report positions in both, out of 44 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%.