UCO vs CONL overlap
7 institutions report holding both UCO and CONL.
UCOCONL
Pick 2 to 4 ETFs.
We don’t have holdings for UCO. 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.
7
institutions report holding both, of 48 holding any
UCO15.7% of its 13F dollars, 20.6% of its 34 holders
CONL86.5% of its 13F dollars, 33.3% of its 21 holders
Largest institutions holding both
| Firm | UCO | CONL |
|---|---|---|
| UBS Group AG | $231 | $22.3M |
| Citigroup Inc. | $3.3M | $15.2M |
| StoneX Group Inc. | $1.7M | $1.2M |
| Goldman Sachs Group Inc. | $1.7M | $46K |
| Morgan Stanley | $148K | $4K |
| Group One Trading LLC | $35K | $36K |
| Larson Financial Group LLC | $2K | $7K |
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: UCO institutional holders, CONL institutional holders.
Frequently asked questions
Do institutions hold both UCO and CONL?
7 Form 13F filers report positions in both, out of 48 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%.