SCNM vs NUKZ overlap
7 institutions report holding both SCNM and NUKZ.
SCNMNUKZ
Pick 2 to 4 ETFs.
We don’t have holdings for SCNM. 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.
7
institutions report holding both, of 205 holding any
SCNM15.6% of its 13F dollars, 25.9% of its 27 holders
NUKZ6.7% of its 13F dollars, 3.8% of its 185 holders
Largest institutions holding both
| Firm | SCNM | NUKZ |
|---|---|---|
| Simplicity Wealth,LLC | $24.5M | $3.6M |
| Jane Street Group, LLC | $1.2M | $4.4M |
| Envestnet Asset Management Inc. | $1.9M | $3.1M |
| Truist Financial Corp. | $1.9M | $1.4M |
| CoreCap Advisors, LLC | $333K | $57K |
| Farther Finance Advisors, LLC | $60K | $255K |
| Harbour Investments, Inc. | $26K | $106K |
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: SCNM institutional holders, NUKZ institutional holders.
Frequently asked questions
Do institutions hold both SCNM and NUKZ?
7 Form 13F filers report positions in both, out of 205 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%.