SGOL vs BCI overlap
103 institutions report holding both SGOL and BCI.
SGOLBCI
Pick 2 to 4 ETFs.
We don’t have holdings for SGOL. 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.
103
institutions report holding both, of 573 holding any
SGOL60.8% of its 13F dollars, 22.1% of its 465 holders
BCI66.6% of its 13F dollars, 48.8% of its 211 holders
Largest institutions holding both
| Firm | SGOL | BCI |
|---|---|---|
| Metis Global Partners, LLC | $297.9M | $305.5M |
| Wells Fargo & Company | $109.1M | $390.0M |
| JPMorgan Chase & Co | $266.1M | $10K |
| Bank of America Corp. | $129.2M | $101.1M |
| Morgan Stanley | $88.6M | $52.6M |
| Northwestern Mutual Wealth Management Co | $4.4M | $89.1M |
| LPL Financial LLC | $72.6M | $5.9M |
| Royal Bank of Canada | $22.8M | $44.1M |
| UBS Group AG | $66.3M | $507K |
| HighTower Advisors, LLC | $59.9M | $2.0M |
| Empowered Funds, LLC | $6.3M | $41.5M |
| Envestnet Asset Management Inc. | $23.4M | $14.6M |
| Cresset Asset Management, LLC | $3.5M | $30.9M |
| Kestra Advisory Services, LLC | $23.5M | $9.1M |
| NewEdge Advisors, LLC | $26.6M | $1.5M |
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: SGOL institutional holders, BCI institutional holders.
Frequently asked questions
Do institutions hold both SGOL and BCI?
103 Form 13F filers report positions in both, out of 573 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%.