IBIT vs GUNR overlap
197 institutions report holding both IBIT and GUNR.
IBITGUNR
Pick 2 to 4 ETFs.
We don’t have holdings for IBIT. 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.
197
institutions report holding both, of 1,594 holding any
IBIT31.0% of its 13F dollars, 13.4% of its 1,473 holders
GUNR82.0% of its 13F dollars, 62.0% of its 318 holders
Largest institutions holding both
| Firm | IBIT | GUNR |
|---|---|---|
| Northern Trust Corp. | $1.1M | $3.8B |
| Wells Fargo & Company | $812.2M | $6.2M |
| Morgan Stanley | $548.6M | $96.1M |
| BlackRock, Inc. | $500.5M | $977K |
| JPMorgan Chase & Co | $355.7M | $3.2M |
| MAI Capital Management | $10.7M | $251.5M |
| Bank of Montreal | $153.4M | $3.5M |
| LPL Financial LLC | $107.8M | $15.1M |
| Susquehanna International Group, LLP | $77.0M | $2.5M |
| Bank of America Corp. | $57.3M | $21.4M |
| Wealthfront Advisers LLC | $58.6M | $4.1M |
| Cambridge Investment Research Advisors, Inc. | $51.7M | $4.8M |
| Cerity Partners LLC | $52.2M | $2.3M |
| Cetera Investment Advisers | $42.7M | $9.4M |
| HighTower Advisors, LLC | $44.9M | $774K |
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: IBIT institutional holders, GUNR institutional holders.
Frequently asked questions
Do institutions hold both IBIT and GUNR?
197 Form 13F filers report positions in both, out of 1,594 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%.