USCI vs GCC overlap
22 institutions report holding both USCI and GCC.
USCIGCC
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 113 holding any
USCI44.2% of its 13F dollars, 33.9% of its 65 holders
GCC71.5% of its 13F dollars, 31.4% of its 70 holders
Largest institutions holding both
| Firm | USCI | GCC |
|---|---|---|
| Morgan Stanley | $15.3M | $55.9M |
| Wells Fargo & Company | $13.7M | $14.7M |
| Royal Bank of Canada | $2.5M | $13.9M |
| LPL Financial LLC | $6.3M | $2.5M |
| Kestra Advisory Services, LLC | $769K | $5.6M |
| Osaic Holdings, Inc. | $5.3M | $1.1M |
| Cetera Investment Advisers | $3.2M | $1.6M |
| Cambridge Investment Research Advisors, Inc. | $594K | $2.6M |
| Mission Wealth Management, LP | $1.2M | $1.7M |
| MML Investors Services, LLC | $1.7M | $284K |
| Cerity Partners LLC | $831K | $476K |
| Envestnet Asset Management Inc. | $497K | $490K |
| Merit Financial Group, LLC | $763K | $209K |
| Asset Dedication, LLC | $768K | $5K |
| Stifel Financial Corp. | $274K | $469K |
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, GCC institutional holders.
Frequently asked questions
Do institutions hold both USCI and GCC?
22 Form 13F filers report positions in both, out of 113 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%.