SIVR vs AAAU overlap
110 institutions report holding both SIVR and AAAU.
SIVRAAAU
Pick 2 to 4 ETFs.
We don’t have holdings for SIVR, AAAU. 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.
110
institutions report holding both, of 486 holding any
SIVR55.6% of its 13F dollars, 31.1% of its 354 holders
AAAU43.6% of its 13F dollars, 45.5% of its 242 holders
Largest institutions holding both
| Firm | SIVR | AAAU |
|---|---|---|
| LPL Financial LLC | $63.7M | $45.5M |
| Wells Fargo & Company | $55.0M | $26K |
| Osaic Holdings, Inc. | $14.3M | $32.6M |
| Susquehanna International Group, LLP | $44.7M | $232K |
| Raymond James Financial Inc. | $8.1M | $32.7M |
| UBS Group AG | $37.5M | $7K |
| Cambridge Investment Research Advisors, Inc. | $15.2M | $21.0M |
| Tradewinds Capital Management, LLC | $31.5M | $2K |
| Proficio Capital Partners LLC | $618K | $30.1M |
| Morgan Stanley | $28.2M | $1.1M |
| Cetera Investment Advisers | $17.2M | $10.9M |
| Mirae Asset Global Investments Co., Ltd. | $7.3M | $20.2M |
| Royal Bank of Canada | $10.7M | $15.6M |
| NewEdge Advisors, LLC | $16.3M | $2.8M |
| HighTower Advisors, LLC | $12.8M | $5.6M |
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: SIVR institutional holders, AAAU institutional holders.
Frequently asked questions
Do institutions hold both SIVR and AAAU?
110 Form 13F filers report positions in both, out of 486 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%.