TAN vs SILJ overlap
87 institutions report holding both TAN and SILJ.
TANSILJ
Pick 2 to 4 ETFs.
We don’t have holdings for SILJ. 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.
87
institutions report holding both, of 387 holding any
TAN66.9% of its 13F dollars, 35.8% of its 243 holders
SILJ58.9% of its 13F dollars, 37.7% of its 231 holders
Largest institutions holding both
| Firm | TAN | SILJ |
|---|---|---|
| JPMorgan Chase & Co | $285.9M | $309K |
| Susquehanna International Group, LLP | $8.0M | $133.0M |
| Morgan Stanley | $40.7M | $36.1M |
| Cetera Investment Advisers | $3.2M | $68.0M |
| LPL Financial LLC | $19.0M | $46.4M |
| D. E. Shaw & Co., Inc. | $22.0M | $38.3M |
| Citadel Advisors LLC | $349K | $51.0M |
| Jane Street Group, LLC | $34.5M | $13.2M |
| UBS Group AG | $37.6M | $3.0M |
| Bank of America Corp. | $18.0M | $2.2M |
| Cambridge Investment Research Advisors, Inc. | $12.0M | $3.9M |
| AE Wealth Management LLC | $14.6M | $89K |
| Osaic Holdings, Inc. | $5.5M | $7.4M |
| PNC Financial Services Group, Inc. | $3.4M | $8.7M |
| Commonwealth Equity Services, LLC | $6.7M | $5.3M |
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: TAN institutional holders, SILJ institutional holders.
Frequently asked questions
Do institutions hold both TAN and SILJ?
87 Form 13F filers report positions in both, out of 387 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%.