SCMC vs JHPI overlap
2 institutions report holding both SCMC and JHPI.
SCMCJHPI
Pick 2 to 4 ETFs.
We don’t have holdings for SCMC. 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 77 holding any
SCMC4.7% of its 13F dollars, 8.3% of its 24 holders
JHPI4.6% of its 13F dollars, 3.6% of its 55 holders
Largest institutions holding both
| Firm | SCMC | JHPI |
|---|---|---|
| Envestnet Asset Management Inc. | $7.0M | $1.2M |
| Osaic Holdings, Inc. | $5K | $6.0M |
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, JHPI institutional holders.
Frequently asked questions
Do institutions hold both SCMC and JHPI?
2 Form 13F filers report positions in both, out of 77 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%.