URNM vs FXH overlap
71 institutions report holding both URNM and FXH.
URNMFXH
Pick 2 to 4 ETFs.
We don’t have holdings for URNM. 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.
71
institutions report holding both, of 417 holding any
URNM30.2% of its 13F dollars, 30.1% of its 236 holders
FXH75.5% of its 13F dollars, 28.2% of its 252 holders
Largest institutions holding both
| Firm | URNM | FXH |
|---|---|---|
| Morgan Stanley | $28.4M | $101.7M |
| LPL Financial LLC | $16.4M | $47.1M |
| Bank of America Corp. | $9.7M | $37.0M |
| Raymond James Financial Inc. | $8.0M | $32.2M |
| Wells Fargo & Company | $228K | $34.5M |
| UBS Group AG | $9.8M | $21.7M |
| Cambridge Investment Research Advisors, Inc. | $5.2M | $16.1M |
| HighTower Advisors, LLC | $14.1M | $6.6M |
| Goldman Sachs Group Inc. | $2.8M | $12.3M |
| Cetera Investment Advisers | $6.0M | $8.8M |
| Envestnet Asset Management Inc. | $3.1M | $11.5M |
| Commonwealth Equity Services, LLC | $6.8M | $7.5M |
| Osaic Holdings, Inc. | $8.8M | $4.9M |
| Royal Bank of Canada | $4.4M | $7.7M |
| Stifel Financial Corp. | $3.1M | $3.3M |
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: URNM institutional holders, FXH institutional holders.
Frequently asked questions
Do institutions hold both URNM and FXH?
71 Form 13F filers report positions in both, out of 417 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%.