UTES vs SILJ overlap
57 institutions report holding both UTES and SILJ.
UTESSILJ
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.
57
institutions report holding both, of 355 holding any
UTES58.0% of its 13F dollars, 31.5% of its 181 holders
SILJ53.6% of its 13F dollars, 24.7% of its 231 holders
Largest institutions holding both
| Firm | UTES | SILJ |
|---|---|---|
| LPL Financial LLC | $98.0M | $46.4M |
| Susquehanna International Group, LLP | $1.1M | $133.0M |
| Cetera Investment Advisers | $15.5M | $68.0M |
| Bank of America Corp. | $71.1M | $2.2M |
| Osaic Holdings, Inc. | $45.3M | $7.4M |
| D. E. Shaw & Co., Inc. | $2.5M | $38.3M |
| Morgan Stanley | $479K | $36.1M |
| Stifel Financial Corp. | $26.4M | $5.2M |
| Cambridge Investment Research Advisors, Inc. | $26.7M | $3.9M |
| UBS Group AG | $27.5M | $3.0M |
| Royal Bank of Canada | $25.4M | $4.5M |
| Raymond James Financial Inc. | $22.9M | $5.8M |
| Envestnet Asset Management Inc. | $23.2M | $1.3M |
| Commonwealth Equity Services, LLC | $15.1M | $5.3M |
| Mainstay Capital Management LLC | $213K | $18.7M |
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: UTES institutional holders, SILJ institutional holders.
Frequently asked questions
Do institutions hold both UTES and SILJ?
57 Form 13F filers report positions in both, out of 355 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%.