SCO vs LQDW overlap
7 institutions report holding both SCO and LQDW.
SCOLQDW
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.
7
institutions report holding both, of 91 holding any
SCO3.5% of its 13F dollars, 12.7% of its 55 holders
LQDW12.9% of its 13F dollars, 16.3% of its 43 holders
Largest institutions holding both
| Firm | SCO | LQDW |
|---|---|---|
| LPL Financial LLC | $445K | $7.8M |
| Mirae Asset Global Investments Co., Ltd. | $876K | $732K |
| Avidian Wealth Enterprises, LLC | $482K | $211K |
| Wealth Enhancement Advisory Services, LLC | $105K | $502K |
| Farther Finance Advisors, LLC | $3K | $573K |
| Morgan Stanley | $534K | $30 |
| IFP Advisors, Inc | $202K | $2K |
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, LQDW institutional holders.
Frequently asked questions
Do institutions hold both SCO and LQDW?
7 Form 13F filers report positions in both, out of 91 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%.