OUSA vs GTOC overlap
2 institutions report holding both OUSA and GTOC.
OUSAGTOC
Pick 2 to 4 ETFs.
We don’t have holdings for GTOC. 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.
2
institutions report holding both, of 132 holding any
OUSA0.7% of its 13F dollars, 1.5% of its 130 holders
GTOC0.3% of its 13F dollars, 50.0% of its 4 holders
Largest institutions holding both
| Firm | OUSA | GTOC |
|---|---|---|
| Susquehanna International Group, LLP | $1.3M | $860K |
| Citadel Advisors LLC | $1.0M | $376K |
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: OUSA institutional holders, GTOC institutional holders.
Frequently asked questions
Do institutions hold both OUSA and GTOC?
2 Form 13F filers report positions in both, out of 132 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%.