SIVR vs OUNZ overlap
109 institutions report holding both SIVR and OUNZ.
SIVROUNZ
Pick 2 to 4 ETFs.
We don’t have holdings for SIVR, OUNZ. 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.
109
institutions report holding both, of 513 holding any
SIVR50.4% of its 13F dollars, 30.8% of its 354 holders
OUNZ47.7% of its 13F dollars, 40.7% of its 268 holders
Largest institutions holding both
| Firm | SIVR | OUNZ |
|---|---|---|
| LPL Financial LLC | $63.7M | $122.3M |
| Cambridge Investment Research Advisors, Inc. | $15.2M | $49.7M |
| Raymond James Financial Inc. | $8.1M | $50.7M |
| Cetera Investment Advisers | $17.2M | $38.9M |
| Wells Fargo & Company | $55.0M | $30K |
| Envestnet Asset Management Inc. | $11.4M | $40.6M |
| Susquehanna International Group, LLP | $44.7M | $5.8M |
| Ameriprise Financial Inc. | $17.3M | $31.4M |
| Modern Wealth Management, LLC | $1.1M | $40.0M |
| UBS Group AG | $37.5M | $394K |
| Asset One Wealth Management LLC | $3.4M | $30.7M |
| Osaic Holdings, Inc. | $14.3M | $17.2M |
| Morgan Stanley | $28.2M | $2.1M |
| HighTower Advisors, LLC | $12.8M | $14.1M |
| Kiker Wealth Management, LLC | $8.1M | $16.3M |
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, OUNZ institutional holders.
Frequently asked questions
Do institutions hold both SIVR and OUNZ?
109 Form 13F filers report positions in both, out of 513 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%.