SRTY vs ARMG overlap
6 institutions report holding both SRTY and ARMG.
SRTYARMG
Pick 2 to 4 ETFs.
We don’t have holdings for ARMG. 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.
6
institutions report holding both, of 24 holding any
SRTY41.3% of its 13F dollars, 35.3% of its 17 holders
ARMG82.2% of its 13F dollars, 46.1% of its 13 holders
Largest institutions holding both
| Firm | SRTY | ARMG |
|---|---|---|
| Optiver Holding B.V. | $442K | $3.2M |
| Susquehanna International Group, LLP | $1.2M | $2.3M |
| IMC-Chicago, LLC | $1.9M | $1.3M |
| Goldman Sachs Group Inc. | $883K | $1.8M |
| Group One Trading LLC | $57K | $98K |
| Morgan Stanley | $57 | $394 |
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: SRTY institutional holders, ARMG institutional holders.
Frequently asked questions
Do institutions hold both SRTY and ARMG?
6 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%.