SCEP vs NSCI overlap
1 institutions report holding both SCEP and NSCI.
SCEPNSCI
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.
1
institutions report holding both, of 34 holding any
SCEP0.2% of its 13F dollars, 3.6% of its 28 holders
NSCI0.2% of its 13F dollars, 14.3% of its 7 holders
Largest institutions holding both
| Firm | SCEP | NSCI |
|---|---|---|
| Jane Street Group, LLC | $370K | $301K |
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, NSCI institutional holders.
Frequently asked questions
Do institutions hold both SCEP and NSCI?
1 Form 13F filers report positions in both, out of 34 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%.