USO vs HGER overlap
44 institutions report holding both USO and HGER.
USOHGER
Pick 2 to 4 ETFs.
We don’t have holdings for USO. 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.
44
institutions report holding both, of 362 holding any
USO31.9% of its 13F dollars, 25.4% of its 173 holders
HGER56.7% of its 13F dollars, 18.9% of its 233 holders
Largest institutions holding both
| Firm | USO | HGER |
|---|---|---|
| Wells Fargo & Company | $559K | $495.5M |
| Bank of America Corp. | $41.4M | $405.4M |
| JPMorgan Chase & Co | $391K | $369.2M |
| Morgan Stanley | $364.5M | $473K |
| LPL Financial LLC | $1.4M | $94.9M |
| UBS Group AG | $60.7M | $21K |
| CIBC Bancorp USA Inc. | $58.6M | $377K |
| Cambridge Investment Research Advisors, Inc. | $14.9M | $33.9M |
| HighTower Advisors, LLC | $623K | $39.8M |
| Assetmark, Inc. | $1K | $32.3M |
| Commonwealth Equity Services, LLC | $1.3M | $30.5M |
| Royal Bank of Canada | $5.2M | $23.6M |
| Cetera Investment Advisers | $7.9M | $10.1M |
| Sanctuary Advisors, LLC | $157K | $15.4M |
| Envestnet Asset Management Inc. | $3.7M | $10.1M |
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, HGER institutional holders.
Frequently asked questions
Do institutions hold both USO and HGER?
44 Form 13F filers report positions in both, out of 362 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%.