SMCX vs CRCG overlap
4 institutions report holding both SMCX and CRCG.
SMCXCRCG
Pick 2 to 4 ETFs.
We don’t have holdings for CRCG. 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.
4
institutions report holding both, of 18 holding any
SMCX19.5% of its 13F dollars, 28.6% of its 14 holders
CRCG71.1% of its 13F dollars, 50.0% of its 8 holders
Largest institutions holding both
| Firm | SMCX | CRCG |
|---|---|---|
| UBS Group AG | $123K | $2.7M |
| StoneX Group Inc. | $600K | $510K |
| Jane Street Group, LLC | $182K | $88K |
| Morgan Stanley | $9K | $43K |
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: SMCX institutional holders, CRCG institutional holders.
Frequently asked questions
Do institutions hold both SMCX and CRCG?
4 Form 13F filers report positions in both, out of 18 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%.