USG vs BTGD overlap
4 institutions report holding both USG and BTGD.
USGBTGD
Pick 2 to 4 ETFs.
We don’t have holdings for USG. 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.
4
institutions report holding both, of 25 holding any
USG13.0% of its 13F dollars, 36.4% of its 11 holders
BTGD17.2% of its 13F dollars, 22.2% of its 18 holders
Largest institutions holding both
| Firm | USG | BTGD |
|---|---|---|
| Fermata Advisors, LLC | $457K | $690K |
| Osaic Holdings, Inc. | $3K | $43K |
| UBS Group AG | $10K | $850 |
| Morgan Stanley | $37 | $39 |
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: USG institutional holders, BTGD institutional holders.
Frequently asked questions
Do institutions hold both USG and BTGD?
4 Form 13F filers report positions in both, out of 25 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%.