DUSL vs BOIL overlap
6 institutions report holding both DUSL and BOIL.
DUSLBOIL
Pick 2 to 4 ETFs.
We don’t have holdings for BOIL. 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 34 holding any
DUSL53.8% of its 13F dollars, 46.1% of its 13 holders
BOIL29.9% of its 13F dollars, 22.2% of its 27 holders
Largest institutions holding both
| Firm | DUSL | BOIL |
|---|---|---|
| Goldman Sachs Group Inc. | $4.9M | $2.7M |
| Susquehanna International Group, LLP | $3.2M | $1.2M |
| Morgan Stanley | $116 | $631K |
| Tower Research Capital LLC (TRC) | $133K | $18K |
| UBS Group AG | $6K | $123K |
| Simplex Trading, LLC | $11K | $5K |
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: DUSL institutional holders, BOIL institutional holders.
Frequently asked questions
Do institutions hold both DUSL and BOIL?
6 Form 13F filers report positions in both, out of 34 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%.