SMCL vs NFLY overlap
2 institutions report holding both SMCL and NFLY.
SMCLNFLY
Pick 2 to 4 ETFs.
We don’t have holdings for SMCL. 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 22 holding any
SMCL51.5% of its 13F dollars, 25.0% of its 8 holders
NFLY28.6% of its 13F dollars, 12.5% of its 16 holders
Largest institutions holding both
| Firm | SMCL | NFLY |
|---|---|---|
| Susquehanna International Group, LLP | $1.2M | $327K |
| Jane Street Group, LLC | $339K | $523K |
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: SMCL institutional holders, NFLY institutional holders.
Frequently asked questions
Do institutions hold both SMCL and NFLY?
2 Form 13F filers report positions in both, out of 22 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%.