USOI vs OILT overlap
3 institutions report holding both USOI and OILT.
USOIOILT
Pick 2 to 4 ETFs.
We don’t have holdings for USOI, OILT. 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.
3
institutions report holding both, of 20 holding any
USOI17.5% of its 13F dollars, 27.3% of its 11 holders
OILT8.4% of its 13F dollars, 25.0% of its 12 holders
Largest institutions holding both
| Firm | USOI | OILT |
|---|---|---|
| Jane Street Group, LLC | $439K | $217K |
| Osaic Holdings, Inc. | $209K | $71K |
| Morgan Stanley | $9K | $20K |
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: USOI institutional holders, OILT institutional holders.
Frequently asked questions
Do institutions hold both USOI and OILT?
3 Form 13F filers report positions in both, out of 20 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%.