USOY vs GOLI overlap
4 institutions report holding both USOY and GOLI.
USOYGOLI
Pick 2 to 4 ETFs.
We don’t have holdings for GOLI. 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.
4
institutions report holding both, of 21 holding any
USOY53.8% of its 13F dollars, 30.8% of its 13 holders
GOLI65.3% of its 13F dollars, 33.3% of its 12 holders
Largest institutions holding both
| Firm | USOY | GOLI |
|---|---|---|
| Old Mission Capital LLC | $862K | $954K |
| FMR LLC | $579 | $136 |
| JPMorgan Chase & Co | $564 | $63 |
| Wells Fargo & Company | $1 | $14 |
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: USOY institutional holders, GOLI institutional holders.
Frequently asked questions
Do institutions hold both USOY and GOLI?
4 Form 13F filers report positions in both, out of 21 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%.