SPCH vs MVV overlap
3 institutions report holding both SPCH and MVV.
SPCHMVV
Pick 2 to 4 ETFs.
We don’t have holdings for SPCH. 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.
3
institutions report holding both, of 42 holding any
SPCH0.5% of its 13F dollars, 12.5% of its 24 holders
MVV0.2% of its 13F dollars, 14.3% of its 21 holders
Largest institutions holding both
| Firm | SPCH | MVV |
|---|---|---|
| UBS Group AG | $85K | $3K |
| Integrated Wealth Concepts LLC | $4K | $35K |
| Morgan Stanley | $306 | $157 |
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: SPCH institutional holders, MVV institutional holders.
Frequently asked questions
Do institutions hold both SPCH and MVV?
3 Form 13F filers report positions in both, out of 42 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%.