XSD vs GLTR overlap
94 institutions report holding both XSD and GLTR.
XSDGLTR
Pick 2 to 4 ETFs.
We don’t have holdings for GLTR. 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.
94
institutions report holding both, of 465 holding any
XSD64.4% of its 13F dollars, 30.8% of its 305 holders
GLTR72.3% of its 13F dollars, 37.0% of its 254 holders
Largest institutions holding both
| Firm | XSD | GLTR |
|---|---|---|
| Morgan Stanley | $124.2M | $127.1M |
| LPL Financial LLC | $134.7M | $89.6M |
| Wells Fargo & Company | $60.4M | $102.7M |
| Bank of America Corp. | $47.0M | $69.2M |
| Ameriprise Financial Inc. | $13.4M | $52.3M |
| Raymond James Financial Inc. | $34.8M | $12.0M |
| PNC Financial Services Group, Inc. | $44.8M | $103K |
| Cambridge Investment Research Advisors, Inc. | $20.5M | $23.8M |
| UBS Group AG | $27.0M | $13.2M |
| Northwestern Mutual Wealth Management Co | $2.6M | $37.4M |
| Rockefeller Capital Management L.P. | $1.5M | $38.0M |
| Focus Partners Wealth | $2.2M | $33.7M |
| Cullen/Frost Bankers, Inc. | $19K | $30.8M |
| Sequoia Financial Advisors, LLC | $212K | $29.3M |
| Osaic Holdings, Inc. | $23.5M | $5.8M |
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: XSD institutional holders, GLTR institutional holders.
Frequently asked questions
Do institutions hold both XSD and GLTR?
94 Form 13F filers report positions in both, out of 465 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%.