OUNZ vs GBTC overlap
117 institutions report holding both OUNZ and GBTC.
OUNZGBTC
Pick 2 to 4 ETFs.
We don’t have holdings for OUNZ, GBTC. 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.
117
institutions report holding both, of 749 holding any
OUNZ41.1% of its 13F dollars, 43.7% of its 268 holders
GBTC21.0% of its 13F dollars, 19.6% of its 598 holders
Largest institutions holding both
| Firm | OUNZ | GBTC |
|---|---|---|
| LPL Financial LLC | $122.3M | $39.9M |
| Cambridge Investment Research Advisors, Inc. | $49.7M | $22.3M |
| Raymond James Financial Inc. | $50.7M | $3.2M |
| Cetera Investment Advisers | $38.9M | $7.5M |
| Envestnet Asset Management Inc. | $40.6M | $3.2M |
| HighTower Advisors, LLC | $14.1M | $27.4M |
| Modern Wealth Management, LLC | $40.0M | $402K |
| Osaic Holdings, Inc. | $17.2M | $4.1M |
| Wealth Enhancement Advisory Services, LLC | $15.0M | $5.6M |
| Ameritas Advisory Services, LLC | $18.8M | $830K |
| AE Wealth Management LLC | $14.7M | $615K |
| Mariner, LLC | $900K | $12.7M |
| Kingswood Wealth Advisors, LLC | $424K | $12.7M |
| Advisory Services Network, LLC | $9.5M | $3.5M |
| Pekin Hardy Strauss, Inc. | $10.3M | $2.6M |
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: OUNZ institutional holders, GBTC institutional holders.
Frequently asked questions
Do institutions hold both OUNZ and GBTC?
117 Form 13F filers report positions in both, out of 749 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%.