DBMF vs ARKK overlap
144 institutions report holding both DBMF and ARKK.
DBMFARKK
Pick 2 to 4 ETFs.
We don’t have holdings for DBMF. 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.
144
institutions report holding both, of 818 holding any
DBMF73.7% of its 13F dollars, 43.9% of its 328 holders
ARKK66.8% of its 13F dollars, 22.7% of its 634 holders
Largest institutions holding both
| Firm | DBMF | ARKK |
|---|---|---|
| LPL Financial LLC | $650.9M | $168.7M |
| Morgan Stanley | $302.3M | $508.1M |
| JPMorgan Chase & Co | $369.3M | $380.8M |
| Bank of America Corp. | $62.1M | $322.7M |
| Susquehanna International Group, LLP | $2.8M | $183.5M |
| Wells Fargo & Company | $9.1M | $172.1M |
| Citigroup Inc. | $7.3M | $170.8M |
| Raymond James Financial Inc. | $79.0M | $67.5M |
| Northwestern Mutual Wealth Management Co | $104.9M | $6.5M |
| UBS Group AG | $245K | $100.5M |
| Royal Bank of Canada | $32.2M | $26.1M |
| Cambridge Investment Research Advisors, Inc. | $12.9M | $35.6M |
| Tidal Investments LLC | $42.6M | $3.2M |
| Commonwealth Equity Services, LLC | $20.8M | $24.6M |
| Envestnet Asset Management Inc. | $23.1M | $18.2M |
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: DBMF institutional holders, ARKK institutional holders.
Frequently asked questions
Do institutions hold both DBMF and ARKK?
144 Form 13F filers report positions in both, out of 818 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%.