USCI vs BITO overlap
31 institutions report holding both USCI and BITO.
USCIBITO
Pick 2 to 4 ETFs.
We don’t have holdings for USCI. 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.
31
institutions report holding both, of 229 holding any
USCI48.1% of its 13F dollars, 47.7% of its 65 holders
BITO9.7% of its 13F dollars, 15.9% of its 195 holders
Largest institutions holding both
| Firm | USCI | BITO |
|---|---|---|
| Morgan Stanley | $15.3M | $171K |
| Wells Fargo & Company | $13.7M | $10 |
| LPL Financial LLC | $6.3M | $176K |
| Osaic Holdings, Inc. | $5.3M | $30K |
| HRT Financial LP | $516K | $4.8M |
| Flow Traders U.S. LLC | $4.3M | $201K |
| Susquehanna International Group, LLP | $1.5M | $2.4M |
| Citadel Advisors LLC | $380K | $2.9M |
| Royal Bank of Canada | $2.5M | $5K |
| MML Investors Services, LLC | $1.7M | $784K |
| Federation des caisses Desjardins du Quebec | $1.5M | $2K |
| UBS Group AG | $694K | $559K |
| Kestra Advisory Services, LLC | $769K | $372K |
| Creative Planning | $671K | $346K |
| Cambridge Investment Research Advisors, Inc. | $594K | $388K |
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: USCI institutional holders, BITO institutional holders.
Frequently asked questions
Do institutions hold both USCI and BITO?
31 Form 13F filers report positions in both, out of 229 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%.