SLV vs GUNR overlap
206 institutions report holding both SLV and GUNR.
SLVGUNR
Pick 2 to 4 ETFs.
We don’t have holdings for SLV. 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.
206
institutions report holding both, of 1,531 holding any
SLV56.7% of its 13F dollars, 14.5% of its 1,419 holders
GUNR85.4% of its 13F dollars, 64.8% of its 318 holders
Largest institutions holding both
| Firm | SLV | GUNR |
|---|---|---|
| Northern Trust Corp. | $1.6M | $3.8B |
| Morgan Stanley | $720.4M | $96.1M |
| UBS Group AG | $560.1M | $11.1M |
| Bank of America Corp. | $490.6M | $21.4M |
| LPL Financial LLC | $410.2M | $15.1M |
| Wells Fargo & Company | $263.4M | $6.2M |
| MAI Capital Management | $15.0M | $251.5M |
| Valmark Advisers, Inc. | $964K | $184.9M |
| Raymond James Financial Inc. | $137.7M | $35.3M |
| JPMorgan Chase & Co | $138.2M | $3.2M |
| Royal Bank of Canada | $127.1M | $9.2M |
| Ameriprise Financial Inc. | $113.8M | $10.4M |
| BNP Paribas Financial Markets | $96.1M | $2K |
| Cambridge Investment Research Advisors, Inc. | $90.6M | $4.8M |
| Envestnet Asset Management Inc. | $63.2M | $15.6M |
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, GUNR institutional holders.
Frequently asked questions
Do institutions hold both SLV and GUNR?
206 Form 13F filers report positions in both, out of 1,531 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%.