RSSE vs BGLD overlap
11 institutions report holding both RSSE and BGLD.
RSSEBGLD
Pick 2 to 4 ETFs.
We don’t have holdings for RSSE. 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.
11
institutions report holding both, of 48 holding any
RSSE55.2% of its 13F dollars, 50.0% of its 22 holders
BGLD61.5% of its 13F dollars, 29.7% of its 37 holders
Largest institutions holding both
| Firm | RSSE | BGLD |
|---|---|---|
| Osaic Holdings, Inc. | $131K | $7.4M |
| Envestnet Asset Management Inc. | $5.0M | $2.2M |
| Commonwealth Equity Services, LLC | $6.6M | $518K |
| Maia Wealth LLC | $2.1M | $4.5M |
| Cetera Investment Advisers | $1.5M | $2.4M |
| Cambridge Investment Research Advisors, Inc. | $345K | $2.2M |
| Susquehanna International Group, LLP | $796K | $1.4M |
| Noble Wealth Management PBC | $1.6M | $24K |
| Secured Retirement Advisors, LLC | $650K | $500K |
| Harbour Investments, Inc. | $79K | $448K |
| Capital Analysts, LLC | $399K | $8K |
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: RSSE institutional holders, BGLD institutional holders.
Frequently asked questions
Do institutions hold both RSSE and BGLD?
11 Form 13F filers report positions in both, out of 48 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%.