OARK vs MUD overlap
1 institutions report holding both OARK and MUD.
OARKMUD
Pick 2 to 4 ETFs.
We don’t have holdings for MUD. 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.
1
institutions report holding both, of 24 holding any
OARK2.0% of its 13F dollars, 11.1% of its 9 holders
MUD8.6% of its 13F dollars, 6.3% of its 16 holders
Largest institutions holding both
| Firm | OARK | MUD |
|---|---|---|
| Susquehanna International Group, LLP | $434K | $1.8M |
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: OARK institutional holders, MUD institutional holders.
Frequently asked questions
Do institutions hold both OARK and MUD?
1 Form 13F filers report positions in both, out of 24 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%.