ARLI vs APXM overlap
2 institutions report holding both ARLI and APXM.
ARLIAPXM
Pick 2 to 4 ETFs.
We don’t have holdings for ARLI, APXM. 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.
2
institutions report holding both, of 20 holding any
ARLI11.5% of its 13F dollars, 50.0% of its 4 holders
APXM11.3% of its 13F dollars, 11.1% of its 18 holders
Largest institutions holding both
| Firm | ARLI | APXM |
|---|---|---|
| Old Mission Capital LLC | $549K | $513K |
| Harbour Investments, Inc. | $126K | $160K |
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: ARLI institutional holders, APXM institutional holders.
Frequently asked questions
Do institutions hold both ARLI and APXM?
2 Form 13F filers report positions in both, out of 20 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%.