SCUS vs FTCA overlap
6 institutions report holding both SCUS and FTCA.
SCUSFTCA
Pick 2 to 4 ETFs.
We don’t have holdings for FTCA. 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 110 holding any
SCUS79.8% of its 13F dollars, 19.4% of its 31 holders
FTCA4.5% of its 13F dollars, 7.1% of its 85 holders
Largest institutions holding both
| Firm | SCUS | FTCA |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $52.2M | $574K |
| Citadel Advisors LLC | $6.9M | $115K |
| Jane Street Group, LLC | $1.1M | $984K |
| Wells Fargo & Company | $24 | $1.5M |
| Susquehanna International Group, LLP | $597K | $298K |
| Golden State Wealth Management, LLC | $52K | $25K |
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: SCUS institutional holders, FTCA institutional holders.
Frequently asked questions
Do institutions hold both SCUS and FTCA?
6 Form 13F filers report positions in both, out of 110 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%.