USOI vs USG overlap
3 institutions report holding both USOI and USG.
USOIUSG
Pick 2 to 4 ETFs.
We don’t have holdings for USOI, USG. 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 19 holding any
USOI17.5% of its 13F dollars, 27.3% of its 11 holders
USG9.4% of its 13F dollars, 27.3% of its 11 holders
Largest institutions holding both
| Firm | USOI | USG |
|---|---|---|
| Jane Street Group, LLC | $439K | $337K |
| Osaic Holdings, Inc. | $209K | $3K |
| Morgan Stanley | $9K | $37 |
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, USG institutional holders.
Frequently asked questions
Do institutions hold both USOI and USG?
3 Form 13F filers report positions in both, out of 19 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%.