IVES vs ARKF overlap
IVES and ARKF overlap 19.6% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IVES | ARKF | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 5.35% | 4.35% | 4.35% |
| ADV Micro DeviceAMD | 4.10% | 3.51% | 3.51% |
| META Platforms-aMETA | 4.04% | 3.50% | 3.50% |
| Palantir Techn-aPLTR | 3.42% | 4.23% | 3.42% |
| Nvidia Corp.NVDA | 4.75% | 2.55% | 2.55% |
| Crowdstrike HO-aCRWD | 3.09% | 2.32% | 2.32% |
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: IVES, SEC Form N-PORT, July 31, 2026; ARKF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IVES | ARKF |
|---|---|---|
| HighTower Advisors, LLC | $28.8M | $560K |
| LPL Financial LLC | $1.7M | $23.7M |
| Cambridge Investment Research Advisors, Inc. | $18.5M | $4.8M |
| UBS Group AG | $2K | $15.0M |
| Raymond James Financial Inc. | $9.2M | $3.1M |
| Citadel Advisors LLC | $2.3M | $8.9M |
| Stifel Financial Corp. | $10.7M | $396K |
| Cetera Investment Advisers | $4.3M | $6.5M |
| Titleist Asset Management, LLC | $5.0M | $4.0M |
| Morgan Stanley | $239K | $8.2M |
| GTS Securities LLC | $1.0M | $6.0M |
| NewEdge Advisors, LLC | $6.6M | $323K |
| Wells Fargo & Company | $26K | $5.4M |
| Osaic Holdings, Inc. | $290K | $4.0M |
| Commonwealth Equity Services, LLC | $2.1M | $1.4M |
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: IVES institutional holders, ARKF institutional holders.
Frequently asked questions
How much do IVES and ARKF overlap?
19.6% by weight, with 6 holdings in common, using holdings for IVES as of July 31, 2026 and ARKF as of July 31, 2026. The largest shared position is AMZN.
Do institutions hold both IVES and ARKF?
40 Form 13F filers report positions in both, out of 278 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%.