UNG vs CWS overlap
14 institutions report holding both UNG and CWS.
UNGCWS
Pick 2 to 4 ETFs.
We don’t have holdings for UNG. 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 130 holding any
UNG32.6% of its 13F dollars, 15.6% of its 90 holders
CWS29.7% of its 13F dollars, 25.9% of its 54 holders
Largest institutions holding both
| Firm | UNG | CWS |
|---|---|---|
| Cetera Investment Advisers | $436K | $4.6M |
| Osaic Holdings, Inc. | $322K | $4.3M |
| LPL Financial LLC | $1.9M | $2.6M |
| Kestra Advisory Services, LLC | $393K | $4.0M |
| UBS Group AG | $3.7M | $154K |
| Susquehanna International Group, LLP | $3.2M | $621K |
| Wells Fargo & Company | $3.7M | $5 |
| Morgan Stanley | $2.8M | $3K |
| JPMorgan Chase & Co | $1.8M | $277K |
| Cornerstone Wealth Management, LLC | $600K | $393K |
| Lanark Financial, Inc. | $8K | $91K |
| US Bancorp | $47K | $26K |
| NewEdge Advisors, LLC | $23K | $34K |
| Assetmark, Inc. | $70 | $19K |
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: UNG institutional holders, CWS institutional holders.
Frequently asked questions
Do institutions hold both UNG and CWS?
14 Form 13F filers report positions in both, out of 130 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%.