SMCX vs MSFD overlap
4 institutions report holding both SMCX and MSFD.
SMCXMSFD
Pick 2 to 4 ETFs.
We don’t have holdings for MSFD. 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 20 holding any
SMCX75.0% of its 13F dollars, 28.6% of its 14 holders
MSFD52.1% of its 13F dollars, 40.0% of its 10 holders
Largest institutions holding both
| Firm | SMCX | MSFD |
|---|---|---|
| Optiver Holding B.V. | $1.8M | $565K |
| Susquehanna International Group, LLP | $695K | $1.0M |
| StoneX Group Inc. | $600K | $380K |
| Citadel Advisors LLC | $443K | $466K |
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, MSFD institutional holders.
Frequently asked questions
Do institutions hold both SMCX and MSFD?
4 Form 13F filers report positions in both, out of 20 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%.