GLTR vs BBRE overlap
31 institutions report holding both GLTR and BBRE.
GLTRBBRE
Pick 2 to 4 ETFs.
We don’t have holdings for GLTR. 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.
31
institutions report holding both, of 278 holding any
GLTR41.9% of its 13F dollars, 12.2% of its 254 holders
BBRE52.0% of its 13F dollars, 56.4% of its 55 holders
Largest institutions holding both
| Firm | GLTR | BBRE |
|---|---|---|
| JPMorgan Chase & Co | $234K | $461.8M |
| Morgan Stanley | $127.1M | $15.7M |
| Bank of America Corp. | $69.2M | $39.5M |
| LPL Financial LLC | $89.6M | $2.9M |
| Ameriprise Financial Inc. | $52.3M | $2.9M |
| Northwestern Mutual Wealth Management Co | $37.4M | $14.5M |
| HighTower Advisors, LLC | $7.1M | $41.1M |
| Rockefeller Capital Management L.P. | $38.0M | $67K |
| Concurrent Investment Advisors, LLC | $579K | $15.7M |
| UBS Group AG | $13.2M | $1.1M |
| Raymond James Financial Inc. | $12.0M | $875K |
| Susquehanna International Group, LLP | $11.0M | $222K |
| Private Advisor Group, LLC | $8.9M | $905K |
| Jones Financial Companies LLLP | $6.3M | $765 |
| Osaic Holdings, Inc. | $5.8M | $167K |
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: GLTR institutional holders, BBRE institutional holders.
Frequently asked questions
Do institutions hold both GLTR and BBRE?
31 Form 13F filers report positions in both, out of 278 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%.