SIVR vs RING overlap
98 institutions report holding both SIVR and RING.
SIVRRING
Pick 2 to 4 ETFs.
We don’t have holdings for SIVR. 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.
98
institutions report holding both, of 465 holding any
SIVR55.7% of its 13F dollars, 27.7% of its 354 holders
RING52.4% of its 13F dollars, 46.9% of its 209 holders
Largest institutions holding both
| Firm | SIVR | RING |
|---|---|---|
| Bank of America Corp. | $72.9M | $16.7M |
| LPL Financial LLC | $63.7M | $25.6M |
| Wells Fargo & Company | $55.0M | $16.5M |
| Morgan Stanley | $28.2M | $40.2M |
| BlackRock, Inc. | $38K | $65.9M |
| Susquehanna International Group, LLP | $44.7M | $3.9M |
| UBS Group AG | $37.5M | $4.4M |
| HighTower Advisors, LLC | $12.8M | $19.2M |
| Cambridge Investment Research Advisors, Inc. | $15.2M | $11.3M |
| Cetera Investment Advisers | $17.2M | $5.5M |
| Osaic Holdings, Inc. | $14.3M | $6.0M |
| 180 Wealth Advisors, LLC | $8.6M | $10.6M |
| Raymond James Financial Inc. | $8.1M | $10.3M |
| NewEdge Advisors, LLC | $16.3M | $727K |
| Royal Bank of Canada | $10.7M | $6.1M |
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, RING institutional holders.
Frequently asked questions
Do institutions hold both SIVR and RING?
98 Form 13F filers report positions in both, out of 465 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%.