ARMG vs AAPD overlap
5 institutions report holding both ARMG and AAPD.
ARMGAAPD
Pick 2 to 4 ETFs.
We don’t have holdings for ARMG, AAPD. 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.
5
institutions report holding both, of 25 holding any
ARMG63.7% of its 13F dollars, 38.5% of its 13 holders
AAPD25.1% of its 13F dollars, 29.4% of its 17 holders
Largest institutions holding both
| Firm | ARMG | AAPD |
|---|---|---|
| Optiver Holding B.V. | $3.2M | $597K |
| Citadel Advisors LLC | $983K | $1.9M |
| Susquehanna International Group, LLP | $2.3M | $156K |
| SBI Securities Co., Ltd. | $294K | $5K |
| Simplex Trading, LLC | $20K | $2K |
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: ARMG institutional holders, AAPD institutional holders.
Frequently asked questions
Do institutions hold both ARMG and AAPD?
5 Form 13F filers report positions in both, out of 25 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%.