UNG vs GSGO overlap
13 institutions report holding both UNG and GSGO.
UNGGSGO
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.
13
institutions report holding both, of 97 holding any
UNG37.0% of its 13F dollars, 14.4% of its 90 holders
GSGO77.7% of its 13F dollars, 65.0% of its 20 holders
Largest institutions holding both
| Firm | UNG | GSGO |
|---|---|---|
| Goldman Sachs Group Inc. | $11.7M | $22.3M |
| Morgan Stanley | $2.8M | $10.4M |
| Wells Fargo & Company | $3.7M | $4.5M |
| Rockefeller Capital Management L.P. | $14K | $4.8M |
| LPL Financial LLC | $1.9M | $2.5M |
| Commonwealth Equity Services, LLC | $466K | $332K |
| Integrated Wealth Concepts LLC | $398K | $207K |
| Osaic Holdings, Inc. | $322K | $245K |
| Fifth Third Bancorp | $35K | $193K |
| Global Retirement Partners, LLC | $106K | $21K |
| Royal Bank of Canada | $41K | $73K |
| International Assets Investment Management, LLC | $438 | $75K |
| Assetmark, Inc. | $70 | $17K |
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, GSGO institutional holders.
Frequently asked questions
Do institutions hold both UNG and GSGO?
13 Form 13F filers report positions in both, out of 97 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%.