BAR vs ARKB overlap
39 institutions report holding both BAR and ARKB.
BARARKB
Pick 2 to 4 ETFs.
We don’t have holdings for BAR, ARKB. 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.
39
institutions report holding both, of 259 holding any
BAR25.9% of its 13F dollars, 22.7% of its 172 holders
ARKB14.5% of its 13F dollars, 30.9% of its 126 holders
Largest institutions holding both
| Firm | BAR | ARKB |
|---|---|---|
| Jane Street Group, LLC | $1.4M | $52.5M |
| LPL Financial LLC | $27.4M | $2.6M |
| Envestnet Asset Management Inc. | $25.0M | $2.2M |
| MML Investors Services, LLC | $11.9M | $801K |
| Cambridge Investment Research Advisors, Inc. | $4.2M | $6.7M |
| Osaic Holdings, Inc. | $10.7M | $18K |
| Advyzon Investment Management, LLC | $8.4M | $277K |
| Arax Advisory Partners | $8.6M | $735 |
| Raymond James Financial Inc. | $6.2M | $200K |
| Steward Partners Investment Advisory, LLC | $4.5M | $1.3M |
| Captrust Financial Advisors | $5.3M | $299K |
| Commonwealth Equity Services, LLC | $4.1M | $651K |
| Blue Trust, Inc. | $307K | $4.4M |
| Virtu Financial LLC | $3.1M | $1.3M |
| HighTower Advisors, LLC | $2.0M | $1.9M |
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: BAR institutional holders, ARKB institutional holders.
Frequently asked questions
Do institutions hold both BAR and ARKB?
39 Form 13F filers report positions in both, out of 259 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%.