SCNM vs RISR overlap
6 institutions report holding both SCNM and RISR.
SCNMRISR
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.
6
institutions report holding both, of 79 holding any
SCNM51.6% of its 13F dollars, 22.2% of its 27 holders
RISR13.3% of its 13F dollars, 10.3% of its 58 holders
Largest institutions holding both
| Firm | SCNM | RISR |
|---|---|---|
| AE Wealth Management LLC | $94.7M | $306K |
| Truist Financial Corp. | $1.9M | $9.0M |
| Envestnet Asset Management Inc. | $1.9M | $8.8M |
| Farther Finance Advisors, LLC | $60K | $7.2M |
| CoreCap Advisors, LLC | $333K | $19K |
| Harbour Investments, Inc. | $26K | $3K |
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, RISR institutional holders.
Frequently asked questions
Do institutions hold both SCNM and RISR?
6 Form 13F filers report positions in both, out of 79 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%.