URNM vs IGPT overlap
66 institutions report holding both URNM and IGPT.
URNMIGPT
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.
66
institutions report holding both, of 371 holding any
URNM36.1% of its 13F dollars, 28.0% of its 236 holders
IGPT70.0% of its 13F dollars, 32.8% of its 201 holders
Largest institutions holding both
| Firm | URNM | IGPT |
|---|---|---|
| Morgan Stanley | $28.4M | $59.2M |
| UBS Group AG | $9.8M | $70.3M |
| LPL Financial LLC | $16.4M | $53.8M |
| HighTower Advisors, LLC | $14.1M | $55.1M |
| Susquehanna International Group, LLP | $25.5M | $15.3M |
| Bank of America Corp. | $9.7M | $17.0M |
| Raymond James Financial Inc. | $8.0M | $15.6M |
| Osaic Holdings, Inc. | $8.8M | $13.5M |
| Cambridge Investment Research Advisors, Inc. | $5.2M | $11.2M |
| Royal Bank of Canada | $4.4M | $10.5M |
| Cetera Investment Advisers | $6.0M | $8.3M |
| Commonwealth Equity Services, LLC | $6.8M | $2.2M |
| Private Advisor Group, LLC | $793K | $6.2M |
| Envestnet Asset Management Inc. | $3.1M | $2.8M |
| Jane Street Group, LLC | $5.2M | $390K |
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, IGPT institutional holders.
Frequently asked questions
Do institutions hold both URNM and IGPT?
66 Form 13F filers report positions in both, out of 371 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%.