URNM vs ARKW overlap
80 institutions report holding both URNM and ARKW.
URNMARKW
Pick 2 to 4 ETFs.
We don’t have holdings for URNM. 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.
80
institutions report holding both, of 382 holding any
URNM36.3% of its 13F dollars, 33.9% of its 236 holders
ARKW71.0% of its 13F dollars, 35.4% of its 226 holders
Largest institutions holding both
| Firm | URNM | ARKW |
|---|---|---|
| Foundations Investment Advisors, LLC | $4.6M | $105.9M |
| Morgan Stanley | $28.4M | $66.8M |
| LPL Financial LLC | $16.4M | $32.7M |
| Bank of America Corp. | $9.7M | $35.6M |
| Susquehanna International Group, LLP | $25.5M | $5.0M |
| Northwestern Mutual Wealth Management Co | $779K | $25.0M |
| Raymond James Financial Inc. | $8.0M | $12.5M |
| HighTower Advisors, LLC | $14.1M | $4.6M |
| Kestra Advisory Services, LLC | $1.4M | $17.3M |
| Osaic Holdings, Inc. | $8.8M | $9.3M |
| Commonwealth Equity Services, LLC | $6.8M | $8.6M |
| Cetera Investment Advisers | $6.0M | $7.6M |
| Cambridge Investment Research Advisors, Inc. | $5.2M | $6.0M |
| UBS Group AG | $9.8M | $297K |
| Envestnet Asset Management Inc. | $3.1M | $6.9M |
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: URNM institutional holders, ARKW institutional holders.
Frequently asked questions
Do institutions hold both URNM and ARKW?
80 Form 13F filers report positions in both, out of 382 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%.