SGOL vs PDBC overlap
183 institutions report holding both SGOL and PDBC.
SGOLPDBC
Pick 2 to 4 ETFs.
We don’t have holdings for SGOL, PDBC. 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.
183
institutions report holding both, of 728 holding any
SGOL58.8% of its 13F dollars, 39.4% of its 465 holders
PDBC78.0% of its 13F dollars, 41.0% of its 446 holders
Largest institutions holding both
| Firm | SGOL | PDBC |
|---|---|---|
| Wells Fargo & Company | $109.1M | $1.1B |
| LPL Financial LLC | $72.6M | $494.3M |
| Empower Advisory Group, LLC | $535K | $520.0M |
| Morgan Stanley | $88.6M | $314.2M |
| JPMorgan Chase & Co | $266.1M | $5.6M |
| Bank of America Corp. | $129.2M | $61.6M |
| HighTower Advisors, LLC | $59.9M | $26.6M |
| UBS Group AG | $66.3M | $19.2M |
| Cambridge Investment Research Advisors, Inc. | $23.8M | $45.9M |
| Mirae Asset Global Investments Co., Ltd. | $25.6M | $39.1M |
| Northwestern Mutual Wealth Management Co | $4.4M | $43.0M |
| Wealth Enhancement Advisory Services, LLC | $3.6M | $41.4M |
| Envestnet Asset Management Inc. | $23.4M | $20.4M |
| Tidal Investments LLC | $1.9M | $41.1M |
| Wealthspire Advisors, LLC | $639K | $42.2M |
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: SGOL institutional holders, PDBC institutional holders.
Frequently asked questions
Do institutions hold both SGOL and PDBC?
183 Form 13F filers report positions in both, out of 728 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%.