USO vs SGOL overlap
73 institutions report holding both USO and SGOL.
USOSGOL
Pick 2 to 4 ETFs.
We don’t have holdings for USO, SGOL. 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.
73
institutions report holding both, of 565 holding any
USO37.9% of its 13F dollars, 42.2% of its 173 holders
SGOL48.4% of its 13F dollars, 15.7% of its 465 holders
Largest institutions holding both
| Firm | USO | SGOL |
|---|---|---|
| Morgan Stanley | $364.5M | $88.6M |
| JPMorgan Chase & Co | $391K | $266.1M |
| Bank of America Corp. | $41.4M | $129.2M |
| UBS Group AG | $60.7M | $66.3M |
| Wells Fargo & Company | $559K | $109.1M |
| LPL Financial LLC | $1.4M | $72.6M |
| HighTower Advisors, LLC | $623K | $59.9M |
| CIBC Bancorp USA Inc. | $58.6M | $793K |
| Harvest Fund Management Co., Ltd | $33.1M | $9.1M |
| Cambridge Investment Research Advisors, Inc. | $14.9M | $23.8M |
| Waverly Advisors, LLC | $1.1M | $36.9M |
| Citigroup Inc. | $33.2M | $2.1M |
| Cetera Investment Advisers | $7.9M | $21.2M |
| Royal Bank of Canada | $5.2M | $22.8M |
| E Fund Management Co., Ltd. | $16.2M | $11.4M |
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, SGOL institutional holders.
Frequently asked questions
Do institutions hold both USO and SGOL?
73 Form 13F filers report positions in both, out of 565 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%.