IHI vs ARTY overlap
IHI and ARTY overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: IHI, SEC Form N-PORT, June 30, 2026; ARTY, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IHI | ARTY |
|---|---|---|
| Morgan Stanley | $126.0M | $181.7M |
| Bank of America Corp. | $94.5M | $109.7M |
| LPL Financial LLC | $58.2M | $107.1M |
| Wells Fargo & Company | $43.4M | $64.7M |
| Citigroup Inc. | $104.7M | $3.3M |
| Royal Bank of Canada | $56.1M | $40.3M |
| Northwestern Mutual Wealth Management Co | $2.2M | $92.9M |
| Wharton Business Group, LLC | $13.5M | $70.5M |
| Ameriprise Financial Inc. | $17.6M | $64.6M |
| UBS Group AG | $42.9M | $30.8M |
| Raymond James Financial Inc. | $33.2M | $38.5M |
| Cetera Investment Advisers | $11.2M | $49.8M |
| BlackRock, Inc. | $8K | $59.7M |
| Jones Financial Companies LLLP | $8.2M | $49.3M |
| Envestnet Asset Management Inc. | $32.5M | $10.6M |
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: IHI institutional holders, ARTY institutional holders.
Frequently asked questions
How much do IHI and ARTY overlap?
0.0% by weight, with 0 holdings in common, using holdings for IHI as of June 30, 2026 and ARTY as of June 30, 2026.
Do institutions hold both IHI and ARTY?
169 Form 13F filers report positions in both, out of 735 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%.