GDX vs BAI overlap
286 institutions report holding both GDX and BAI.
GDXBAI
Pick 2 to 4 ETFs.
We don’t have holdings for BAI. 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.
286
institutions report holding both, of 1,497 holding any
GDX61.1% of its 13F dollars, 25.6% of its 1,119 holders
BAI76.2% of its 13F dollars, 43.1% of its 664 holders
Largest institutions holding both
| Firm | GDX | BAI |
|---|---|---|
| Envestnet Asset Management Inc. | $35.2M | $3.0B |
| Bank of Montreal | $1.8B | $1.5M |
| Morgan Stanley | $1.2B | $537.8M |
| LPL Financial LLC | $269.0M | $1.4B |
| Bank of America Corp. | $682.0M | $351.1M |
| JPMorgan Chase & Co | $150.5M | $809.8M |
| UBS Group AG | $623.7M | $101.3M |
| Ameriprise Financial Inc. | $58.4M | $485.6M |
| Goldman Sachs Group Inc. | $426.7M | $259K |
| Raymond James Financial Inc. | $103.7M | $273.3M |
| MML Investors Services, LLC | $9.1M | $324.8M |
| Royal Bank of Canada | $232.8M | $98.1M |
| Cetera Investment Advisers | $54.8M | $269.7M |
| Citigroup Inc. | $313.8M | $5.1M |
| D. E. Shaw & Co., Inc. | $280.4M | $1.4M |
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: GDX institutional holders, BAI institutional holders.
Frequently asked questions
Do institutions hold both GDX and BAI?
286 Form 13F filers report positions in both, out of 1,497 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%.