AVRE vs ARKQ overlap
AVRE and ARKQ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (AVRE: May 31, 2026, ARKQ: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: AVRE, SEC Form N-PORT, May 31, 2026; ARKQ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | AVRE | ARKQ |
|---|---|---|
| LPL Financial LLC | $27.4M | $83.5M |
| Morgan Stanley | $12K | $77.6M |
| Wells Fargo & Company | $89K | $45.0M |
| Envestnet Asset Management Inc. | $13.1M | $11.3M |
| Royal Bank of Canada | $86K | $18.9M |
| JPMorgan Chase & Co | $1.9M | $16.6M |
| Focus Partners Wealth | $11.8M | $626K |
| MML Investors Services, LLC | $3.7M | $8.5M |
| Commonwealth Equity Services, LLC | $2.3M | $8.5M |
| Private Advisor Group, LLC | $728K | $9.9M |
| Park Avenue Securities LLC | $6.8M | $3.0M |
| Simplicity Wealth,LLC | $5.5M | $3.7M |
| Susquehanna International Group, LLP | $213K | $8.8M |
| Corient Private Wealth LP | $7.4M | $423K |
| Osaic Holdings, Inc. | $871K | $6.3M |
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: AVRE institutional holders, ARKQ institutional holders.
Frequently asked questions
How much do AVRE and ARKQ overlap?
0.0% by weight, with 0 holdings in common, using holdings for AVRE as of May 31, 2026 and ARKQ as of July 31, 2026.
Do institutions hold both AVRE and ARKQ?
39 Form 13F filers report positions in both, out of 417 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%.