SLV vs GLDM overlap
494 institutions report holding both SLV and GLDM.
SLVGLDM
Pick 2 to 4 ETFs.
We don’t have holdings for SLV, GLDM. 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.
494
institutions report holding both, of 1,838 holding any
SLV71.8% of its 13F dollars, 34.8% of its 1,419 holders
GLDM68.3% of its 13F dollars, 54.1% of its 913 holders
Largest institutions holding both
| Firm | SLV | GLDM |
|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | $203K | $1.6B |
| Morgan Stanley | $720.4M | $669.5M |
| Wells Fargo & Company | $263.4M | $843.0M |
| Bank of America Corp. | $490.6M | $570.2M |
| UBS Group AG | $560.1M | $255.4M |
| LPL Financial LLC | $410.2M | $267.8M |
| MAI Capital Management | $15.0M | $595.4M |
| Empower Advisory Group, LLC | $308K | $522.7M |
| Jane Street Group, LLC | $357.4M | $25.1M |
| Ameriprise Financial Inc. | $113.8M | $219.9M |
| Goldman Sachs Group Inc. | $220.8M | $52.7M |
| Cassaday & Co Wealth Management LLC | $18K | $264.8M |
| JPMorgan Chase & Co | $138.2M | $89.0M |
| Royal Bank of Canada | $127.1M | $96.2M |
| Raymond James Financial Inc. | $137.7M | $84.0M |
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: SLV institutional holders, GLDM institutional holders.
Frequently asked questions
Do institutions hold both SLV and GLDM?
494 Form 13F filers report positions in both, out of 1,838 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%.