SPCT vs HUSV overlap
5 institutions report holding both SPCT and HUSV.
SPCTHUSV
Pick 2 to 4 ETFs.
We don’t have holdings for SPCT. 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.
5
institutions report holding both, of 53 holding any
SPCT70.6% of its 13F dollars, 62.5% of its 8 holders
HUSV7.3% of its 13F dollars, 10.0% of its 50 holders
Largest institutions holding both
| Firm | SPCT | HUSV |
|---|---|---|
| Harbour Investments, Inc. | $43.2M | $8K |
| Cambridge Investment Research Advisors, Inc. | $758K | $3.8M |
| GTS Securities LLC | $486K | $312K |
| United Advisor Group, LLC | $309K | $262K |
| Osaic Holdings, Inc. | $100K | $181K |
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: SPCT institutional holders, HUSV institutional holders.
Frequently asked questions
Do institutions hold both SPCT and HUSV?
5 Form 13F filers report positions in both, out of 53 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%.