BLOK vs ATMP overlap
18 institutions report holding both BLOK and ATMP.
BLOKATMP
Pick 2 to 4 ETFs.
We don’t have holdings for ATMP. 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.
18
institutions report holding both, of 295 holding any
BLOK26.2% of its 13F dollars, 6.5% of its 275 holders
ATMP1.9% of its 13F dollars, 47.4% of its 38 holders
Largest institutions holding both
| Firm | BLOK | ATMP |
|---|---|---|
| Morgan Stanley | $105.3M | $1.2M |
| Wells Fargo & Company | $30.9M | $550K |
| Royal Bank of Canada | $9.2M | $57K |
| MML Investors Services, LLC | $5.2M | $444K |
| Rockefeller Capital Management L.P. | $3.5M | $702K |
| Orion Porfolio Solutions, LLC | $825K | $2.6M |
| Susquehanna International Group, LLP | $1.6M | $1.3M |
| Raymond James Financial Inc. | $1.8M | $201K |
| UBS Group AG | $474K | $1.3M |
| Equitable Holdings, Inc. | $779K | $467K |
| Wealth Enhancement Advisory Services, LLC | $819K | $332K |
| MAI Capital Management | $467K | $534K |
| Mariner, LLC | $477K | $241K |
| US Bancorp | $185K | $518K |
| AlphaCore Capital LLC | $63K | $591K |
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: BLOK institutional holders, ATMP institutional holders.
Frequently asked questions
Do institutions hold both BLOK and ATMP?
18 Form 13F filers report positions in both, out of 295 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%.