USO vs IAUM overlap
57 institutions report holding both USO and IAUM.
USOIAUM
Pick 2 to 4 ETFs.
We don’t have holdings for USO, IAUM. 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.
57
institutions report holding both, of 375 holding any
USO67.7% of its 13F dollars, 33.0% of its 173 holders
IAUM16.6% of its 13F dollars, 22.0% of its 259 holders
Largest institutions holding both
| Firm | USO | IAUM |
|---|---|---|
| Goldman Sachs Group Inc. | $710.0M | $18.4M |
| Morgan Stanley | $364.5M | $109K |
| Bank of America Corp. | $41.4M | $136.3M |
| Blue Trust, Inc. | $16K | $63.3M |
| CIBC World Market Inc. | $42.7M | $426K |
| Fifth Third Bancorp | $109K | $33.7M |
| Mirae Asset Global Investments Co., Ltd. | $1.2M | $20.8M |
| Cambridge Investment Research Advisors, Inc. | $14.9M | $3.9M |
| Sanctuary Advisors, LLC | $157K | $18.1M |
| JPMorgan Chase & Co | $391K | $17.5M |
| MAI Capital Management | $163K | $17.3M |
| Envestnet Asset Management Inc. | $3.7M | $11.8M |
| Truist Financial Corp. | $1.4M | $11.6M |
| Cetera Investment Advisers | $7.9M | $4.0M |
| MGO One Seven LLC | $1.0M | $8.9M |
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, IAUM institutional holders.
Frequently asked questions
Do institutions hold both USO and IAUM?
57 Form 13F filers report positions in both, out of 375 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%.