OIH vs GLTR overlap
80 institutions report holding both OIH and GLTR.
OIHGLTR
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.
80
institutions report holding both, of 440 holding any
OIH36.0% of its 13F dollars, 30.1% of its 266 holders
GLTR68.7% of its 13F dollars, 31.5% of its 254 holders
Largest institutions holding both
| Firm | OIH | GLTR |
|---|---|---|
| Morgan Stanley | $120.2M | $127.1M |
| Wells Fargo & Company | $39.3M | $102.7M |
| LPL Financial LLC | $29.4M | $89.6M |
| Bank of America Corp. | $45.6M | $69.2M |
| Ameriprise Financial Inc. | $7.5M | $52.3M |
| UBS Group AG | $31.1M | $13.2M |
| Northwestern Mutual Wealth Management Co | $6.0M | $37.4M |
| Wealthfront Advisers LLC | $1.6M | $41.5M |
| Rockefeller Capital Management L.P. | $636K | $38.0M |
| Susquehanna International Group, LLP | $27.0M | $11.0M |
| Royal Bank of Canada | $29.9M | $5.1M |
| Focus Partners Wealth | $355K | $33.7M |
| Cambridge Investment Research Advisors, Inc. | $5.8M | $23.8M |
| Raymond James Financial Inc. | $9.1M | $12.0M |
| Wealth Enhancement Advisory Services, LLC | $318K | $20.2M |
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: OIH institutional holders, GLTR institutional holders.
Frequently asked questions
Do institutions hold both OIH and GLTR?
80 Form 13F filers report positions in both, out of 440 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%.