SLV vs HGER overlap
146 institutions report holding both SLV and HGER.
SLVHGER
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.
146
institutions report holding both, of 1,506 holding any
SLV52.5% of its 13F dollars, 10.3% of its 1,419 holders
HGER79.8% of its 13F dollars, 62.7% of its 233 holders
Largest institutions holding both
| Firm | SLV | HGER |
|---|---|---|
| Bank of America Corp. | $490.6M | $405.4M |
| Wells Fargo & Company | $263.4M | $495.5M |
| Morgan Stanley | $720.4M | $473K |
| UBS Group AG | $560.1M | $21K |
| JPMorgan Chase & Co | $138.2M | $369.2M |
| LPL Financial LLC | $410.2M | $94.9M |
| Raymond James Financial Inc. | $137.7M | $89.8M |
| Mainstay Capital Management LLC | $77.7M | $97.3M |
| Royal Bank of Canada | $127.1M | $23.6M |
| Northwestern Mutual Wealth Management Co | $33.4M | $91.6M |
| Cambridge Investment Research Advisors, Inc. | $90.6M | $33.9M |
| HighTower Advisors, LLC | $62.3M | $39.8M |
| Commonwealth Equity Services, LLC | $56.6M | $30.5M |
| Osaic Holdings, Inc. | $70.0M | $7.7M |
| Envestnet Asset Management Inc. | $63.2M | $10.1M |
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: SLV institutional holders, HGER institutional holders.
Frequently asked questions
Do institutions hold both SLV and HGER?
146 Form 13F filers report positions in both, out of 1,506 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%.