USCI vs BITW overlap
19 institutions report holding both USCI and BITW.
USCIBITW
Pick 2 to 4 ETFs.
We don’t have holdings for USCI, BITW. 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.
19
institutions report holding both, of 168 holding any
USCI31.5% of its 13F dollars, 29.2% of its 65 holders
BITW27.2% of its 13F dollars, 15.6% of its 122 holders
Largest institutions holding both
| Firm | USCI | BITW |
|---|---|---|
| LPL Financial LLC | $6.3M | $19.8M |
| Morgan Stanley | $15.3M | $40K |
| Cetera Investment Advisers | $3.2M | $5.1M |
| Flow Traders U.S. LLC | $4.3M | $1.1M |
| Osaic Holdings, Inc. | $5.3M | $110K |
| Cambridge Investment Research Advisors, Inc. | $594K | $1.3M |
| Susquehanna International Group, LLP | $1.5M | $254K |
| Kestra Advisory Services, LLC | $769K | $515K |
| Creative Planning | $671K | $227K |
| Integrated Wealth Concepts LLC | $14K | $751K |
| Commonwealth Equity Services, LLC | $266K | $449K |
| Global Retirement Partners, LLC | $59K | $575K |
| Rothschild Investment LLC | $46K | $448K |
| Farther Finance Advisors, LLC | $87K | $124K |
| Harbour Investments, Inc. | $177K | $30K |
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, BITW institutional holders.
Frequently asked questions
Do institutions hold both USCI and BITW?
19 Form 13F filers report positions in both, out of 168 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%.