USL vs DGP overlap
6 institutions report holding both USL and DGP.
USLDGP
Pick 2 to 4 ETFs.
We don’t have holdings for USL, DGP. 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.
6
institutions report holding both, of 28 holding any
USL43.2% of its 13F dollars, 28.6% of its 21 holders
DGP54.5% of its 13F dollars, 46.1% of its 13 holders
Largest institutions holding both
| Firm | USL | DGP |
|---|---|---|
| Flow Traders U.S. LLC | $994K | $1.9M |
| Susquehanna International Group, LLP | $468K | $1.5M |
| Jane Street Group, LLC | $1.2M | $635K |
| UBS Group AG | $64K | $257K |
| Osaic Holdings, Inc. | $194K | $130 |
| IFP Advisors, Inc | $6K | $107K |
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: USL institutional holders, DGP institutional holders.
Frequently asked questions
Do institutions hold both USL and DGP?
6 Form 13F filers report positions in both, out of 28 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%.