UCO vs DFEN overlap
10 institutions report holding both UCO and DFEN.
UCODFEN
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.
10
institutions report holding both, of 57 holding any
UCO51.8% of its 13F dollars, 29.4% of its 34 holders
DFEN15.3% of its 13F dollars, 30.3% of its 33 holders
Largest institutions holding both
| Firm | UCO | DFEN |
|---|---|---|
| Citadel Advisors LLC | $17.6M | $2.4M |
| Goldman Sachs Group Inc. | $1.7M | $2.3M |
| HRT Financial LP | $2.4M | $572K |
| Tower Research Capital LLC (TRC) | $2K | $1.1M |
| Simplex Trading, LLC | $677K | $74K |
| Morgan Stanley | $148K | $201 |
| UBS Group AG | $231 | $125K |
| Wells Fargo & Company | $24K | $65 |
| Farther Finance Advisors, LLC | $21K | $1K |
| Osaic Holdings, Inc. | $263 | $8K |
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, DFEN institutional holders.
Frequently asked questions
Do institutions hold both UCO and DFEN?
10 Form 13F filers report positions in both, out of 57 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%.