FTMA vs FFOG overlap
18 institutions report holding both FTMA and FFOG.
FTMAFFOG
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.
18
institutions report holding both, of 96 holding any
FTMA62.5% of its 13F dollars, 29.5% of its 61 holders
FFOG86.3% of its 13F dollars, 34.0% of its 53 holders
Largest institutions holding both
| Firm | FTMA | FFOG |
|---|---|---|
| LPL Financial LLC | $4.6M | $42.4M |
| Ameriprise Financial Inc. | $27.0M | $14.7M |
| Commonwealth Equity Services, LLC | $37.6M | $1.4M |
| Bank of America Corp. | $10.7M | $21.8M |
| Cetera Investment Advisers | $1.6M | $17.8M |
| Raymond James Financial Inc. | $2.2M | $9.0M |
| Osaic Holdings, Inc. | $217K | $9.6M |
| Jones Financial Companies LLLP | $259K | $8.3M |
| Kestra Advisory Services, LLC | $3.0M | $638K |
| Envestnet Asset Management Inc. | $2.7M | $307K |
| Private Advisor Group, LLC | $1.0M | $302K |
| Stifel Financial Corp. | $190K | $1.0M |
| Northwestern Mutual Wealth Management Co | $1.2M | $3K |
| Jane Street Group, LLC | $801K | $320K |
| Independent Financial Group, LLC | $110K | $964K |
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, FFOG institutional holders.
Frequently asked questions
Do institutions hold both FTMA and FFOG?
18 Form 13F filers report positions in both, out of 96 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%.