SCNM vs PBW overlap
5 institutions report holding both SCNM and PBW.
SCNMPBW
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.
5
institutions report holding both, of 175 holding any
SCNM2.6% of its 13F dollars, 18.5% of its 27 holders
PBW4.2% of its 13F dollars, 3.3% of its 153 holders
Largest institutions holding both
| Firm | SCNM | PBW |
|---|---|---|
| Truist Financial Corp. | $1.9M | $4.9M |
| Envestnet Asset Management Inc. | $1.9M | $361K |
| Harbour Investments, Inc. | $26K | $2.0M |
| Jane Street Group, LLC | $1.2M | $794K |
| Farther Finance Advisors, LLC | $60K | $4K |
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, PBW institutional holders.
Frequently asked questions
Do institutions hold both SCNM and PBW?
5 Form 13F filers report positions in both, out of 175 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%.