SIVR vs GBTC overlap
170 institutions report holding both SIVR and GBTC.
SIVRGBTC
Pick 2 to 4 ETFs.
We don’t have holdings for SIVR, GBTC. 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.
170
institutions report holding both, of 782 holding any
SIVR64.4% of its 13F dollars, 48.0% of its 354 holders
GBTC27.3% of its 13F dollars, 28.4% of its 598 holders
Largest institutions holding both
| Firm | SIVR | GBTC |
|---|---|---|
| LPL Financial LLC | $63.7M | $39.9M |
| Bank of America Corp. | $72.9M | $252K |
| Wells Fargo & Company | $55.0M | $105K |
| Susquehanna International Group, LLP | $44.7M | $3.4M |
| HighTower Advisors, LLC | $12.8M | $27.4M |
| UBS Group AG | $37.5M | $10K |
| Cambridge Investment Research Advisors, Inc. | $15.2M | $22.3M |
| Morgan Stanley | $28.2M | $3.6M |
| Tradewinds Capital Management, LLC | $31.5M | $12K |
| Jane Street Group, LLC | $10.6M | $15.5M |
| Cetera Investment Advisers | $17.2M | $7.5M |
| Osaic Holdings, Inc. | $14.3M | $4.1M |
| Virtu Financial LLC | $1.8M | $16.4M |
| NewEdge Advisors, LLC | $16.3M | $1.5M |
| Citadel Advisors LLC | $3.1M | $14.3M |
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, GBTC institutional holders.
Frequently asked questions
Do institutions hold both SIVR and GBTC?
170 Form 13F filers report positions in both, out of 782 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%.