RING vs ARKB overlap
40 institutions report holding both RING and ARKB.
RINGARKB
Pick 2 to 4 ETFs.
We don’t have holdings for ARKB. 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.
40
institutions report holding both, of 295 holding any
RING26.9% of its 13F dollars, 19.1% of its 209 holders
ARKB7.2% of its 13F dollars, 31.8% of its 126 holders
Largest institutions holding both
| Firm | RING | ARKB |
|---|---|---|
| Morgan Stanley | $40.2M | $539K |
| LPL Financial LLC | $25.6M | $2.6M |
| HighTower Advisors, LLC | $19.2M | $1.9M |
| Cambridge Investment Research Advisors, Inc. | $11.3M | $6.7M |
| Wells Fargo & Company | $16.5M | $15 |
| Quadrature Capital Ltd | $11.4M | $4.6M |
| Bank of Montreal | $12.6M | $549K |
| Raymond James Financial Inc. | $10.3M | $200K |
| Susquehanna International Group, LLP | $3.9M | $3.4M |
| Envestnet Asset Management Inc. | $4.0M | $2.2M |
| Osaic Holdings, Inc. | $6.0M | $18K |
| Northwestern Mutual Wealth Management Co | $4.8M | $78K |
| Blue Trust, Inc. | $39K | $4.4M |
| MML Investors Services, LLC | $2.1M | $801K |
| Citadel Advisors LLC | $545K | $2.1M |
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: RING institutional holders, ARKB institutional holders.
Frequently asked questions
Do institutions hold both RING and ARKB?
40 Form 13F filers report positions in both, out of 295 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%.