YGLD vs USL overlap
3 institutions report holding both YGLD and USL.
YGLDUSL
Pick 2 to 4 ETFs.
We don’t have holdings for USL. 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 34 holding any
YGLD0.6% of its 13F dollars, 18.8% of its 16 holders
USL0.9% of its 13F dollars, 14.3% of its 21 holders
Largest institutions holding both
| Firm | YGLD | USL |
|---|---|---|
| Farther Finance Advisors, LLC | $47K | $28K |
| JPMorgan Chase & Co | $503 | $27K |
| IFP Advisors, Inc | $503 | $6K |
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: YGLD institutional holders, USL institutional holders.
Frequently asked questions
Do institutions hold both YGLD and USL?
3 Form 13F filers report positions in both, out of 34 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%.