USO vs OUNZ overlap
54 institutions report holding both USO and OUNZ.
USOOUNZ
Pick 2 to 4 ETFs.
We don’t have holdings for USO, OUNZ. 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.
54
institutions report holding both, of 387 holding any
USO32.9% of its 13F dollars, 31.2% of its 173 holders
OUNZ29.9% of its 13F dollars, 20.1% of its 268 holders
Largest institutions holding both
| Firm | USO | OUNZ |
|---|---|---|
| Morgan Stanley | $364.5M | $2.1M |
| LPL Financial LLC | $1.4M | $122.3M |
| Cambridge Investment Research Advisors, Inc. | $14.9M | $49.7M |
| UBS Group AG | $60.7M | $394K |
| HRT Financial LP | $54.4M | $733K |
| Simplex Trading, LLC | $52.2M | $7K |
| Cetera Investment Advisers | $7.9M | $38.9M |
| Envestnet Asset Management Inc. | $3.7M | $40.6M |
| MML Investors Services, LLC | $816K | $18.1M |
| Ameritas Advisory Services, LLC | $14K | $18.8M |
| Osaic Holdings, Inc. | $1.2M | $17.2M |
| HighTower Advisors, LLC | $623K | $14.1M |
| Security National Bank | $632K | $12.4M |
| Solstein Capital, LLC | $21K | $10.8M |
| Money Concepts Capital Corp. | $998K | $9.1M |
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, OUNZ institutional holders.
Frequently asked questions
Do institutions hold both USO and OUNZ?
54 Form 13F filers report positions in both, out of 387 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%.