SPGM vs REMX overlap
SPGM and REMX overlap 0.1% by weight, across 13 shared holdings.
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Top shared holdings
| Holding | SPGM | REMX | Overlap |
|---|---|---|---|
| Albemarle Corp.ALB | 0.01% | 6.99% | 0.01% |
| Quimica Y-SP ADRSQM | 0.01% | 4.75% | 0.01% |
| Xiamen Tungste-a600549 C1 | 0.01% | 7.02% | 0.01% |
| Sigma Lithium Corp.SGML | 0.01% | 1.29% | 0.01% |
| Lynas RARE EarthLYC | 0.01% | 6.56% | 0.01% |
| PLS Group Ltd.PLS | 0.01% | 6.60% | 0.01% |
| MP Materials CORMP | 0.00% | 5.99% | 0.00% |
| Lithium Americas Corp.LAC | 0.00% | 2.11% | 0.00% |
| Iluka ResourcesILU | 0.00% | 3.28% | 0.00% |
| Vulcan Energy REVUL | 0.00% | 1.35% | 0.00% |
| Almonty Industries Inc.ALM | 0.00% | 4.64% | 0.00% |
| Liontown Ltd.LTR | 0.00% | 3.78% | 0.00% |
| US Antimony Corp.UAMY | 0.00% | 1.47% | 0.00% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: SPGM, SEC Form N-PORT, June 30, 2026; REMX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPGM | REMX |
|---|---|---|
| LPL Financial LLC | $194.1M | $96.2M |
| Morgan Stanley | $15.7M | $125.2M |
| HighTower Advisors, LLC | $72.5M | $7.0M |
| Bank of America Corp. | $12.6M | $48.4M |
| Private Advisor Group, LLC | $36.3M | $3.1M |
| UBS Group AG | $7.7M | $30.7M |
| Wells Fargo & Company | $65K | $35.8M |
| Osaic Holdings, Inc. | $20.0M | $8.6M |
| Raymond James Financial Inc. | $7.2M | $20.9M |
| Cambridge Investment Research Advisors, Inc. | $7.7M | $11.5M |
| Northwestern Mutual Wealth Management Co | $9.4M | $5.3M |
| Royal Bank of Canada | $1.2M | $12.6M |
| NewEdge Advisors, LLC | $11.1M | $1.5M |
| Rockefeller Capital Management L.P. | $64K | $10.9M |
| Stifel Financial Corp. | $640K | $10.0M |
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: SPGM institutional holders, REMX institutional holders.
Frequently asked questions
How much do SPGM and REMX overlap?
0.1% by weight, with 13 holdings in common, using holdings for SPGM as of June 30, 2026 and REMX as of June 30, 2026. The largest shared position is ALB.
Do institutions hold both SPGM and REMX?
72 Form 13F filers report positions in both, out of 466 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%.