BGLD vs APRT overlap
8 institutions report holding both BGLD and APRT.
BGLDAPRT
Pick 2 to 4 ETFs.
We don’t have holdings for APRT. 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.
8
institutions report holding both, of 63 holding any
BGLD47.4% of its 13F dollars, 21.6% of its 37 holders
APRT48.1% of its 13F dollars, 23.5% of its 34 holders
Largest institutions holding both
| Firm | BGLD | APRT |
|---|---|---|
| Osaic Holdings, Inc. | $7.4M | $3.4M |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $3.6M |
| Commonwealth Equity Services, LLC | $518K | $4.5M |
| Cetera Investment Advisers | $2.4M | $2.5M |
| Susquehanna International Group, LLP | $1.4M | $2.2M |
| Envestnet Asset Management Inc. | $2.2M | $510K |
| Harbour Investments, Inc. | $448K | $270K |
| AE Wealth Management LLC | $17K | $2K |
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: BGLD institutional holders, APRT institutional holders.
Frequently asked questions
Do institutions hold both BGLD and APRT?
8 Form 13F filers report positions in both, out of 63 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%.