USO vs GBTC overlap
100 institutions report holding both USO and GBTC.
USOGBTC
Pick 2 to 4 ETFs.
We don’t have holdings for USO, GBTC. 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.
100
institutions report holding both, of 671 holding any
USO38.1% of its 13F dollars, 57.8% of its 173 holders
GBTC20.3% of its 13F dollars, 16.7% of its 598 holders
Largest institutions holding both
| Firm | USO | GBTC |
|---|---|---|
| Morgan Stanley | $364.5M | $3.6M |
| UBS Group AG | $60.7M | $10K |
| Simplex Trading, LLC | $52.2M | $125K |
| Quadrature Capital Ltd | $35.1M | $8.8M |
| CIBC World Market Inc. | $42.7M | $253K |
| Bank of America Corp. | $41.4M | $252K |
| LPL Financial LLC | $1.4M | $39.9M |
| Cambridge Investment Research Advisors, Inc. | $14.9M | $22.3M |
| HighTower Advisors, LLC | $623K | $27.4M |
| Jane Street Group, LLC | $10.6M | $15.5M |
| Cetera Investment Advisers | $7.9M | $7.5M |
| Citadel Advisors LLC | $410K | $14.3M |
| Mariner, LLC | $953K | $12.7M |
| Commonwealth Equity Services, LLC | $1.3M | $7.7M |
| Focus Partners Wealth | $242K | $8.7M |
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: USO institutional holders, GBTC institutional holders.
Frequently asked questions
Do institutions hold both USO and GBTC?
100 Form 13F filers report positions in both, out of 671 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%.