MLPB vs ARKF overlap
11 institutions report holding both MLPB and ARKF.
MLPBARKF
Pick 2 to 4 ETFs.
We don’t have holdings for MLPB. 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.
11
institutions report holding both, of 201 holding any
MLPB38.6% of its 13F dollars, 39.3% of its 28 holders
ARKF26.8% of its 13F dollars, 6.0% of its 184 holders
Largest institutions holding both
| Firm | MLPB | ARKF |
|---|---|---|
| Wells Fargo & Company | $64.9M | $5.4M |
| LPL Financial LLC | $298K | $23.7M |
| Citadel Advisors LLC | $532K | $8.9M |
| Morgan Stanley | $168K | $8.2M |
| PNC Financial Services Group, Inc. | $4.0M | $14K |
| Susquehanna International Group, LLP | $977K | $1.7M |
| JPMorgan Chase & Co | $83K | $1.1M |
| Creative Planning | $270K | $795K |
| Wealth Enhancement Advisory Services, LLC | $723K | $292K |
| Private Trust Co NA | $52K | $387K |
| Harbour Investments, Inc. | $6K | $20K |
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: MLPB institutional holders, ARKF institutional holders.
Frequently asked questions
Do institutions hold both MLPB and ARKF?
11 Form 13F filers report positions in both, out of 201 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%.