SCMC vs FTMH overlap
4 institutions report holding both SCMC and FTMH.
SCMCFTMH
Pick 2 to 4 ETFs.
We don’t have holdings for SCMC, FTMH. 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.
4
institutions report holding both, of 115 holding any
SCMC9.4% of its 13F dollars, 16.7% of its 24 holders
FTMH11.4% of its 13F dollars, 4.2% of its 95 holders
Largest institutions holding both
| Firm | SCMC | FTMH |
|---|---|---|
| Envestnet Asset Management Inc. | $7.0M | $3.8M |
| Truist Financial Corp. | $7.0M | $2.3M |
| UBS Group AG | $42K | $9.1M |
| Osaic Holdings, Inc. | $5K | $1.9M |
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: SCMC institutional holders, FTMH institutional holders.
Frequently asked questions
Do institutions hold both SCMC and FTMH?
4 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%.