UNG vs SVOL overlap
14 institutions report holding both UNG and SVOL.
UNGSVOL
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 146 holding any
UNG25.4% of its 13F dollars, 15.6% of its 90 holders
SVOL5.0% of its 13F dollars, 20.0% of its 70 holders
Largest institutions holding both
| Firm | UNG | SVOL |
|---|---|---|
| UBS Group AG | $3.7M | $4K |
| Susquehanna International Group, LLP | $3.2M | $354K |
| Morgan Stanley | $2.8M | $53 |
| LPL Financial LLC | $1.9M | $477K |
| JPMorgan Chase & Co | $1.8M | $52K |
| Commonwealth Equity Services, LLC | $466K | $1.1M |
| Sigma Planning Corp | $179K | $647K |
| Osaic Holdings, Inc. | $322K | $4K |
| Steward Partners Investment Advisory, LLC | $230K | $32K |
| Arax Advisory Partners | $4K | $153K |
| Clearstead Advisors, LLC | $117K | $19K |
| Farther Finance Advisors, LLC | $5K | $44K |
| Larson Financial Group LLC | $44K | $2K |
| Tower Research Capital LLC (TRC) | $879 | $112 |
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, SVOL institutional holders.
Frequently asked questions
Do institutions hold both UNG and SVOL?
14 Form 13F filers report positions in both, out of 146 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%.