UCO vs MSFO overlap
6 institutions report holding both UCO and MSFO.
UCOMSFO
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.
6
institutions report holding both, of 46 holding any
UCO40.7% of its 13F dollars, 17.6% of its 34 holders
MSFO1.6% of its 13F dollars, 33.3% of its 18 holders
Largest institutions holding both
| Firm | UCO | MSFO |
|---|---|---|
| Citadel Advisors LLC | $17.6M | $532K |
| UBS Group AG | $231 | $107K |
| Integrated Wealth Concepts LLC | $38K | $1K |
| Steward Partners Investment Advisory, LLC | $7K | $21K |
| Wells Fargo & Company | $24K | $18 |
| Osaic Holdings, Inc. | $263 | $681 |
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, MSFO institutional holders.
Frequently asked questions
Do institutions hold both UCO and MSFO?
6 Form 13F filers report positions in both, out of 46 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%.