FFTY vs DIVP overlap
5 institutions report holding both FFTY and DIVP.
FFTYDIVP
Pick 2 to 4 ETFs.
We don’t have holdings for FFTY. 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.
5
institutions report holding both, of 40 holding any
FFTY16.3% of its 13F dollars, 15.6% of its 32 holders
DIVP52.9% of its 13F dollars, 38.5% of its 13 holders
Largest institutions holding both
| Firm | FFTY | DIVP |
|---|---|---|
| Bank of America Corp. | $2.3M | $5.9M |
| Janney Montgomery Scott LLC | $635K | $3.6M |
| Farther Finance Advisors, LLC | $15K | $475K |
| Osaic Holdings, Inc. | $138K | $28K |
| Morgan Stanley | $48K | $51K |
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: FFTY institutional holders, DIVP institutional holders.
Frequently asked questions
Do institutions hold both FFTY and DIVP?
5 Form 13F filers report positions in both, out of 40 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%.