IALT vs ARKK overlap
156 institutions report holding both IALT and ARKK.
IALTARKK
Pick 2 to 4 ETFs.
We don’t have holdings for IALT. 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.
156
institutions report holding both, of 867 holding any
IALT79.3% of its 13F dollars, 40.1% of its 389 holders
ARKK50.7% of its 13F dollars, 24.6% of its 634 holders
Largest institutions holding both
| Firm | IALT | ARKK |
|---|---|---|
| Envestnet Asset Management Inc. | $1.4B | $18.2M |
| LPL Financial LLC | $609.6M | $168.7M |
| JPMorgan Chase & Co | $300.1M | $380.8M |
| Morgan Stanley | $154.5M | $508.1M |
| Citigroup Inc. | $3.5M | $170.8M |
| Wells Fargo & Company | $5K | $172.1M |
| Cetera Investment Advisers | $97.9M | $17.5M |
| Park Avenue Securities LLC | $109.3M | $590K |
| MML Investors Services, LLC | $100.5M | $8.2M |
| UBS Group AG | $196K | $100.5M |
| Bank of New York Mellon Corp | $89.1M | $1.2M |
| Janney Montgomery Scott LLC | $83.2M | $2.0M |
| BlackRock, Inc. | $83.1M | $7K |
| Foundations Investment Advisors, LLC | $76.6M | $546K |
| NewEdge Advisors, LLC | $59.1M | $11.9M |
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: IALT institutional holders, ARKK institutional holders.
Frequently asked questions
Do institutions hold both IALT and ARKK?
156 Form 13F filers report positions in both, out of 867 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%.