GDXY vs DGP overlap
4 institutions report holding both GDXY and DGP.
GDXYDGP
Pick 2 to 4 ETFs.
We don’t have holdings for DGP. 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 44 holding any
GDXY49.9% of its 13F dollars, 11.4% of its 35 holders
DGP22.2% of its 13F dollars, 30.8% of its 13 holders
Largest institutions holding both
| Firm | GDXY | DGP |
|---|---|---|
| Susquehanna International Group, LLP | $3.9M | $1.5M |
| UBS Group AG | $1.6M | $257K |
| Osaic Holdings, Inc. | $15K | $130 |
| FMR LLC | $263 | $3K |
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: GDXY institutional holders, DGP institutional holders.
Frequently asked questions
Do institutions hold both GDXY and DGP?
4 Form 13F filers report positions in both, out of 44 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%.