FTMA vs EWK overlap
8 institutions report holding both FTMA and EWK.
FTMAEWK
Pick 2 to 4 ETFs.
We don’t have holdings for FTMA. 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.
8
institutions report holding both, of 81 holding any
FTMA20.1% of its 13F dollars, 13.1% of its 61 holders
EWK4.3% of its 13F dollars, 28.6% of its 28 holders
Largest institutions holding both
| Firm | FTMA | EWK |
|---|---|---|
| Morgan Stanley | $25.2M | $850K |
| Jane Street Group, LLC | $801K | $4.7M |
| Wells Fargo & Company | $2.7M | $6 |
| Old Mission Capital LLC | $498K | $938K |
| Steward Partners Investment Advisory, LLC | $635K | $2K |
| Osaic Holdings, Inc. | $217K | $30K |
| UBS Group AG | $39K | $70K |
| FMR LLC | $903 | $750 |
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: FTMA institutional holders, EWK institutional holders.
Frequently asked questions
Do institutions hold both FTMA and EWK?
8 Form 13F filers report positions in both, out of 81 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%.