SCO vs DDM overlap
11 institutions report holding both SCO and DDM.
SCODDM
Pick 2 to 4 ETFs.
We don’t have holdings for SCO. 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.
11
institutions report holding both, of 94 holding any
SCO33.9% of its 13F dollars, 20.0% of its 55 holders
DDM8.7% of its 13F dollars, 22.0% of its 50 holders
Largest institutions holding both
| Firm | SCO | DDM |
|---|---|---|
| IMC-Chicago, LLC | $7.8M | $1.9M |
| Flow Traders U.S. LLC | $7.0M | $1.1M |
| Susquehanna International Group, LLP | $5.0M | $1.3M |
| Jane Street Group, LLC | $3.0M | $1.0M |
| Simplex Trading, LLC | $1.6M | $13K |
| LPL Financial LLC | $445K | $286K |
| Morgan Stanley | $534K | $103 |
| Tower Research Capital LLC (TRC) | $140 | $346K |
| Chung Wu Investment Group, LLC | $175K | $105K |
| IFP Advisors, Inc | $202K | $26K |
| Integrated Wealth Concepts LLC | $6K | $7K |
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: SCO institutional holders, DDM institutional holders.
Frequently asked questions
Do institutions hold both SCO and DDM?
11 Form 13F filers report positions in both, out of 94 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%.