DJP vs ARKB overlap
25 institutions report holding both DJP and ARKB.
DJPARKB
Pick 2 to 4 ETFs.
We don’t have holdings for DJP, 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.
25
institutions report holding both, of 240 holding any
DJP7.6% of its 13F dollars, 18.0% of its 139 holders
ARKB12.4% of its 13F dollars, 19.8% of its 126 holders
Largest institutions holding both
| Firm | DJP | ARKB |
|---|---|---|
| Jane Street Group, LLC | $298K | $52.5M |
| Cambridge Investment Research Advisors, Inc. | $15.9M | $6.7M |
| Commonwealth Equity Services, LLC | $6.3M | $651K |
| Waverly Advisors, LLC | $5.1M | $195K |
| Susquehanna International Group, LLP | $1.6M | $3.4M |
| LPL Financial LLC | $1.5M | $2.6M |
| Morgan Stanley | $3.1M | $539K |
| Envestnet Asset Management Inc. | $865K | $2.2M |
| Cresset Asset Management, LLC | $2.0M | $561K |
| HighTower Advisors, LLC | $491K | $1.9M |
| Lido Advisors, LLC | $1.4M | $395K |
| NewEdge Advisors, LLC | $236K | $1.1M |
| Steward Partners Investment Advisory, LLC | $17K | $1.3M |
| Captrust Financial Advisors | $857K | $299K |
| Upper Left Wealth Management, LLC | $366K | $274K |
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: DJP institutional holders, ARKB institutional holders.
Frequently asked questions
Do institutions hold both DJP and ARKB?
25 Form 13F filers report positions in both, out of 240 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%.