GUNR vs GLDM overlap
164 institutions report holding both GUNR and GLDM.
GUNRGLDM
Pick 2 to 4 ETFs.
We don’t have holdings for GLDM. 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.
164
institutions report holding both, of 1,067 holding any
GUNR17.9% of its 13F dollars, 51.6% of its 318 holders
GLDM38.1% of its 13F dollars, 18.0% of its 913 holders
Largest institutions holding both
| Firm | GUNR | GLDM |
|---|---|---|
| Wells Fargo & Company | $6.2M | $843.0M |
| MAI Capital Management | $251.5M | $595.4M |
| Morgan Stanley | $96.1M | $669.5M |
| Bank of America Corp. | $21.4M | $570.2M |
| LPL Financial LLC | $15.1M | $267.8M |
| UBS Group AG | $11.1M | $255.4M |
| Ameriprise Financial Inc. | $10.4M | $219.9M |
| Valmark Advisers, Inc. | $184.9M | $4.0M |
| Cerity Partners LLC | $2.3M | $159.1M |
| Stifel Financial Corp. | $1.7M | $148.3M |
| HighTower Advisors, LLC | $774K | $140.6M |
| Osaic Holdings, Inc. | $1.6M | $127.2M |
| Raymond James Financial Inc. | $35.3M | $84.0M |
| Envestnet Asset Management Inc. | $15.6M | $91.6M |
| Royal Bank of Canada | $9.2M | $96.2M |
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: GUNR institutional holders, GLDM institutional holders.
Frequently asked questions
Do institutions hold both GUNR and GLDM?
164 Form 13F filers report positions in both, out of 1,067 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%.