WULX vs SMCX overlap
6 institutions report holding both WULX and SMCX.
WULXSMCX
Pick 2 to 4 ETFs.
We don’t have holdings for WULX. 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 17 holding any
WULX49.4% of its 13F dollars, 66.7% of its 9 holders
SMCX80.1% of its 13F dollars, 42.9% of its 14 holders
Largest institutions holding both
| Firm | WULX | SMCX |
|---|---|---|
| Optiver Holding B.V. | $127K | $1.8M |
| Citadel Advisors LLC | $1.1M | $443K |
| Susquehanna International Group, LLP | $744K | $695K |
| HRT Financial LP | $212K | $555K |
| Belvedere Trading LLC | $233K | $173K |
| Simplex Trading, LLC | $5K | $110K |
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: WULX institutional holders, SMCX institutional holders.
Frequently asked questions
Do institutions hold both WULX and SMCX?
6 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%.