USCI vs OILK overlap
15 institutions report holding both USCI and OILK.
USCIOILK
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.
15
institutions report holding both, of 92 holding any
USCI43.6% of its 13F dollars, 23.1% of its 65 holders
OILK31.2% of its 13F dollars, 35.7% of its 42 holders
Largest institutions holding both
| Firm | USCI | OILK |
|---|---|---|
| Merit Financial Group, LLC | $763K | $21.7M |
| Morgan Stanley | $15.3M | $2K |
| Susquehanna International Group, LLP | $1.5M | $12.4M |
| Wells Fargo & Company | $13.7M | $22 |
| LPL Financial LLC | $6.3M | $2.0M |
| Flow Traders U.S. LLC | $4.3M | $1.9M |
| Osaic Holdings, Inc. | $5.3M | $641K |
| MML Investors Services, LLC | $1.7M | $986K |
| Royal Bank of Canada | $2.5M | $54K |
| HRT Financial LP | $516K | $1.1M |
| Citadel Advisors LLC | $380K | $1.1M |
| Kestra Advisory Services, LLC | $769K | $270K |
| UBS Group AG | $694K | $119K |
| Global Retirement Partners, LLC | $59K | $34K |
| Integrated Wealth Concepts LLC | $14K | $57K |
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, OILK institutional holders.
Frequently asked questions
Do institutions hold both USCI and OILK?
15 Form 13F filers report positions in both, out of 92 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%.