USCI vs SLVP overlap
23 institutions report holding both USCI and SLVP.
USCISLVP
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.
23
institutions report holding both, of 166 holding any
USCI44.3% of its 13F dollars, 35.4% of its 65 holders
SLVP38.4% of its 13F dollars, 18.6% of its 124 holders
Largest institutions holding both
| Firm | USCI | SLVP |
|---|---|---|
| Morgan Stanley | $15.3M | $16.4M |
| LPL Financial LLC | $6.3M | $15.2M |
| Wells Fargo & Company | $13.7M | $9K |
| Osaic Holdings, Inc. | $5.3M | $2.2M |
| Ameriprise Financial Inc. | $1.4M | $5.5M |
| Commonwealth Equity Services, LLC | $266K | $5.8M |
| Cetera Investment Advisers | $3.2M | $1.4M |
| UBS Group AG | $694K | $3.6M |
| Royal Bank of Canada | $2.5M | $1.2M |
| Susquehanna International Group, LLP | $1.5M | $2.0M |
| MML Investors Services, LLC | $1.7M | $890K |
| Envestnet Asset Management Inc. | $497K | $1.5M |
| Northwestern Mutual Wealth Management Co | $11K | $1.4M |
| Stifel Financial Corp. | $274K | $883K |
| Kestra Advisory Services, LLC | $769K | $272K |
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, SLVP institutional holders.
Frequently asked questions
Do institutions hold both USCI and SLVP?
23 Form 13F filers report positions in both, out of 166 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%.