USCI vs FTXN overlap
22 institutions report holding both USCI and FTXN.
USCIFTXN
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.
22
institutions report holding both, of 129 holding any
USCI47.0% of its 13F dollars, 33.9% of its 65 holders
FTXN50.9% of its 13F dollars, 25.6% of its 86 holders
Largest institutions holding both
| Firm | USCI | FTXN |
|---|---|---|
| Morgan Stanley | $15.3M | $14.7M |
| Wells Fargo & Company | $13.7M | $10.7M |
| LPL Financial LLC | $6.3M | $10.7M |
| Osaic Holdings, Inc. | $5.3M | $983K |
| Cetera Investment Advisers | $3.2M | $2.5M |
| Flow Traders U.S. LLC | $4.3M | $1.4M |
| Royal Bank of Canada | $2.5M | $3.2M |
| Susquehanna International Group, LLP | $1.5M | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $594K | $2.5M |
| Envestnet Asset Management Inc. | $497K | $2.5M |
| HRT Financial LP | $516K | $2.5M |
| Citadel Advisors LLC | $380K | $2.1M |
| MML Investors Services, LLC | $1.7M | $433K |
| Kestra Advisory Services, LLC | $769K | $831K |
| Stifel Financial Corp. | $274K | $340K |
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, FTXN institutional holders.
Frequently asked questions
Do institutions hold both USCI and FTXN?
22 Form 13F filers report positions in both, out of 129 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%.