WTMF vs SCNM overlap
6 institutions report holding both WTMF and SCNM.
WTMFSCNM
Pick 2 to 4 ETFs.
We don’t have holdings for SCNM. 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.
6
institutions report holding both, of 105 holding any
WTMF2.4% of its 13F dollars, 7.1% of its 84 holders
SCNM64.8% of its 13F dollars, 22.2% of its 27 holders
Largest institutions holding both
| Firm | WTMF | SCNM |
|---|---|---|
| AE Wealth Management LLC | $132K | $94.7M |
| Simplicity Wealth,LLC | $230K | $24.5M |
| Envestnet Asset Management Inc. | $3.1M | $1.9M |
| Howard Bailey Securities, LLC | $311K | $2.7M |
| Harbour Investments, Inc. | $784K | $26K |
| CoreCap Advisors, LLC | $11K | $333K |
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: WTMF institutional holders, SCNM institutional holders.
Frequently asked questions
Do institutions hold both WTMF and SCNM?
6 Form 13F filers report positions in both, out of 105 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%.