ETHO vs ARCM overlap
1 institutions report holding both ETHO and ARCM.
ETHOARCM
Pick 2 to 4 ETFs.
We don’t have holdings for ETHO. 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.
1
institutions report holding both, of 70 holding any
ETHO7.1% of its 13F dollars, 1.6% of its 64 holders
ARCM1.5% of its 13F dollars, 14.3% of its 7 holders
Largest institutions holding both
| Firm | ETHO | ARCM |
|---|---|---|
| LPL Financial LLC | $3.5M | $714K |
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: ETHO institutional holders, ARCM institutional holders.
Frequently asked questions
Do institutions hold both ETHO and ARCM?
1 Form 13F filers report positions in both, out of 70 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%.