FHLC vs ARTY overlap
FHLC and ARTY overlap 0.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | FHLC | ARTY | Overlap |
|---|---|---|---|
| Tempus AI Inc.-aTEM | 0.07% | 0.89% | 0.07% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: FHLC, SEC Form N-PORT, July 31, 2026; ARTY, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FHLC | ARTY |
|---|---|---|
| Morgan Stanley | $44.9M | $181.7M |
| LPL Financial LLC | $68.2M | $107.1M |
| Bank of America Corp. | $8.8M | $109.7M |
| AE Wealth Management LLC | $114.9M | $816K |
| Northwestern Mutual Wealth Management Co | $4.8M | $92.9M |
| Wells Fargo & Company | $13.2M | $64.7M |
| Cetera Investment Advisers | $20.9M | $49.8M |
| Ameriprise Financial Inc. | $1.7M | $64.6M |
| Raymond James Financial Inc. | $21.9M | $38.5M |
| BlackRock, Inc. | $390K | $59.7M |
| Envestnet Asset Management Inc. | $44.0M | $10.6M |
| Jones Financial Companies LLLP | $3.7M | $49.3M |
| Royal Bank of Canada | $2.4M | $40.3M |
| Commonwealth Equity Services, LLC | $30.3M | $7.0M |
| Osaic Holdings, Inc. | $19.1M | $16.6M |
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: FHLC institutional holders, ARTY institutional holders.
Frequently asked questions
How much do FHLC and ARTY overlap?
0.1% by weight, with 1 holdings in common, using holdings for FHLC as of July 31, 2026 and ARTY as of June 30, 2026. The largest shared position is TEM.
Do institutions hold both FHLC and ARTY?
152 Form 13F filers report positions in both, out of 629 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%.