SPCL vs SLON overlap
2 institutions report holding both SPCL and SLON.
SPCLSLON
Pick 2 to 4 ETFs.
We don’t have holdings for SLON. 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 14 holding any
SPCL1.8% of its 13F dollars, 22.2% of its 9 holders
SLON22.1% of its 13F dollars, 28.6% of its 7 holders
Largest institutions holding both
| Firm | SPCL | SLON |
|---|---|---|
| Belvedere Trading LLC | $0 | $382K |
| Simplex Trading, LLC | $34K | $42K |
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: SPCL institutional holders, SLON institutional holders.
Frequently asked questions
Do institutions hold both SPCL and SLON?
2 Form 13F filers report positions in both, out of 14 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%.