SPCM vs DUSL overlap
4 institutions report holding both SPCM and DUSL.
SPCMDUSL
Pick 2 to 4 ETFs.
We don’t have holdings for SPCM. 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 17 holding any
SPCM8.2% of its 13F dollars, 50.0% of its 8 holders
DUSL53.4% of its 13F dollars, 30.8% of its 13 holders
Largest institutions holding both
| Firm | SPCM | DUSL |
|---|---|---|
| Goldman Sachs Group Inc. | $642K | $4.9M |
| GTS Securities LLC | $366K | $3.3M |
| Belvedere Trading LLC | $270K | $0 |
| Simplex Trading, LLC | $13K | $11K |
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: SPCM institutional holders, DUSL institutional holders.
Frequently asked questions
Do institutions hold both SPCM and DUSL?
4 Form 13F filers report positions in both, out of 17 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%.