SLV vs PDBC overlap
309 institutions report holding both SLV and PDBC.
SLVPDBC
Pick 2 to 4 ETFs.
We don’t have holdings for SLV, PDBC. 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.
309
institutions report holding both, of 1,556 holding any
SLV69.8% of its 13F dollars, 21.8% of its 1,419 holders
PDBC83.5% of its 13F dollars, 69.3% of its 446 holders
Largest institutions holding both
| Firm | SLV | PDBC |
|---|---|---|
| Wells Fargo & Company | $263.4M | $1.1B |
| Morgan Stanley | $720.4M | $314.2M |
| LPL Financial LLC | $410.2M | $494.3M |
| UBS Group AG | $560.1M | $19.2M |
| Bank of America Corp. | $490.6M | $61.6M |
| Empower Advisory Group, LLC | $308K | $520.0M |
| Jane Street Group, LLC | $357.4M | $28.0M |
| Goldman Sachs Group Inc. | $220.8M | $16.1M |
| Raymond James Financial Inc. | $137.7M | $8.9M |
| JPMorgan Chase & Co | $138.2M | $5.6M |
| Cambridge Investment Research Advisors, Inc. | $90.6M | $45.9M |
| Royal Bank of Canada | $127.1M | $4.3M |
| Ameriprise Financial Inc. | $113.8M | $352K |
| BNP Paribas Financial Markets | $96.1M | $14K |
| SG Americas Securities, LLC | $89.9M | $1.1M |
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, PDBC institutional holders.
Frequently asked questions
Do institutions hold both SLV and PDBC?
309 Form 13F filers report positions in both, out of 1,556 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%.