SCO vs NUGT overlap
14 institutions report holding both SCO and NUGT.
SCONUGT
Pick 2 to 4 ETFs.
We don’t have holdings for SCO. 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.
14
institutions report holding both, of 83 holding any
SCO29.9% of its 13F dollars, 25.4% of its 55 holders
NUGT27.6% of its 13F dollars, 33.3% of its 42 holders
Largest institutions holding both
| Firm | SCO | NUGT |
|---|---|---|
| Susquehanna International Group, LLP | $5.0M | $9.4M |
| IMC-Chicago, LLC | $7.8M | $6.1M |
| HRT Financial LP | $2.7M | $4.1M |
| Jane Street Group, LLC | $3.0M | $1.5M |
| Simplex Trading, LLC | $1.6M | $75K |
| StoneX Group Inc. | $873K | $651K |
| Morgan Stanley | $534K | $254K |
| EverSource Wealth Advisors, LLC | $588K | $23K |
| Foundations Investment Advisors, LLC | $306K | $263K |
| SLT Holdings LLC | $306K | $263K |
| Integrated Wealth Concepts LLC | $6K | $99K |
| Tower Research Capital LLC (TRC) | $140 | $21K |
| Farther Finance Advisors, LLC | $3K | $16K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | $876 | $702 |
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: SCO institutional holders, NUGT institutional holders.
Frequently asked questions
Do institutions hold both SCO and NUGT?
14 Form 13F filers report positions in both, out of 83 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%.