SCOW vs AFSC overlap
2 institutions report holding both SCOW and AFSC.
SCOWAFSC
Pick 2 to 4 ETFs.
We don’t have holdings for AFSC. 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.
2
institutions report holding both, of 5 holding any
SCOW88.6% of its 13F dollars, 66.7% of its 3 holders
AFSC93.3% of its 13F dollars, 50.0% of its 4 holders
Largest institutions holding both
| Firm | SCOW | AFSC |
|---|---|---|
| Citadel Advisors LLC | $413K | $348K |
| Harbour Investments, Inc. | $12K | $23K |
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: SCOW institutional holders, AFSC institutional holders.
Frequently asked questions
Do institutions hold both SCOW and AFSC?
2 Form 13F filers report positions in both, out of 5 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%.