SGDM vs ARKX overlap
38 institutions report holding both SGDM and ARKX.
SGDMARKX
Pick 2 to 4 ETFs.
We don’t have holdings for SGDM. 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.
38
institutions report holding both, of 236 holding any
SGDM60.7% of its 13F dollars, 36.5% of its 104 holders
ARKX60.2% of its 13F dollars, 22.4% of its 170 holders
Largest institutions holding both
| Firm | SGDM | ARKX |
|---|---|---|
| LPL Financial LLC | $7.6M | $37.4M |
| UBS Group AG | $15.0M | $7.6M |
| Morgan Stanley | $14.7M | $2.2M |
| Captrust Financial Advisors | $12.0M | $252K |
| Cambridge Investment Research Advisors, Inc. | $488K | $11.6M |
| Raymond James Financial Inc. | $6.5M | $4.9M |
| Royal Bank of Canada | $4.0M | $7.1M |
| Osaic Holdings, Inc. | $3.6M | $4.2M |
| GTS Securities LLC | $1.2M | $6.2M |
| Bank of America Corp. | $7.0M | $332K |
| Wells Fargo & Company | $5.3M | $118K |
| Cetera Investment Advisers | $3.3M | $840K |
| Envestnet Asset Management Inc. | $209K | $3.7M |
| Commonwealth Equity Services, LLC | $1.7M | $2.0M |
| Kestra Advisory Services, LLC | $2.0M | $656K |
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: SGDM institutional holders, ARKX institutional holders.
Frequently asked questions
Do institutions hold both SGDM and ARKX?
38 Form 13F filers report positions in both, out of 236 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%.