SIL vs GLTR overlap
90 institutions report holding both SIL and GLTR.
SILGLTR
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.
90
institutions report holding both, of 482 holding any
SIL52.1% of its 13F dollars, 28.3% of its 318 holders
GLTR68.9% of its 13F dollars, 35.4% of its 254 holders
Largest institutions holding both
| Firm | SIL | GLTR |
|---|---|---|
| Morgan Stanley | $111.2M | $127.1M |
| LPL Financial LLC | $73.4M | $89.6M |
| Wells Fargo & Company | $29.7M | $102.7M |
| Susquehanna International Group, LLP | $73.2M | $11.0M |
| Bank of America Corp. | $12.5M | $69.2M |
| Ameriprise Financial Inc. | $12.7M | $52.3M |
| Jane Street Group, LLC | $41.3M | $6.1M |
| Northwestern Mutual Wealth Management Co | $7.4M | $37.4M |
| Wealthfront Advisers LLC | $2.9M | $41.5M |
| Rockefeller Capital Management L.P. | $5.2M | $38.0M |
| UBS Group AG | $26.7M | $13.2M |
| Mainstay Capital Management LLC | $21.5M | $10.3M |
| Sequoia Financial Advisors, LLC | $629K | $29.3M |
| Cambridge Investment Research Advisors, Inc. | $6.1M | $23.8M |
| Raymond James Financial Inc. | $15.9M | $12.0M |
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: SIL institutional holders, GLTR institutional holders.
Frequently asked questions
Do institutions hold both SIL and GLTR?
90 Form 13F filers report positions in both, out of 482 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%.