SIVR vs BTC overlap
139 institutions report holding both SIVR and BTC.
SIVRBTC
Pick 2 to 4 ETFs.
We don’t have holdings for SIVR, BTC. 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.
139
institutions report holding both, of 677 holding any
SIVR60.5% of its 13F dollars, 39.3% of its 354 holders
BTC29.9% of its 13F dollars, 30.1% of its 462 holders
Largest institutions holding both
| Firm | SIVR | BTC |
|---|---|---|
| Wells Fargo & Company | $55.0M | $66.6M |
| Bank of America Corp. | $72.9M | $2.2M |
| LPL Financial LLC | $63.7M | $9.4M |
| Morgan Stanley | $28.2M | $22.3M |
| Susquehanna International Group, LLP | $44.7M | $2.3M |
| UBS Group AG | $37.5M | $41K |
| Tradewinds Capital Management, LLC | $31.5M | $1K |
| Tidal Investments LLC | $1.8M | $28.4M |
| Cambridge Investment Research Advisors, Inc. | $15.2M | $7.4M |
| HighTower Advisors, LLC | $12.8M | $9.3M |
| Cetera Investment Advisers | $17.2M | $1.4M |
| Envestnet Asset Management Inc. | $11.4M | $7.1M |
| NewEdge Advisors, LLC | $16.3M | $50K |
| Osaic Holdings, Inc. | $14.3M | $400K |
| Steward Partners Investment Advisory, LLC | $652K | $13.4M |
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, BTC institutional holders.
Frequently asked questions
Do institutions hold both SIVR and BTC?
139 Form 13F filers report positions in both, out of 677 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%.