FTMH vs FCAL overlap
25 institutions report holding both FTMH and FCAL.
FTMHFCAL
Pick 2 to 4 ETFs.
We don’t have holdings for FTMH. 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.
25
institutions report holding both, of 157 holding any
FTMH53.1% of its 13F dollars, 26.3% of its 95 holders
FCAL58.3% of its 13F dollars, 28.7% of its 87 holders
Largest institutions holding both
| Firm | FTMH | FCAL |
|---|---|---|
| LPL Financial LLC | $17.3M | $51.3M |
| HighTower Advisors, LLC | $19.6M | $2.2M |
| Morgan Stanley | $8.1M | $10.7M |
| UBS Group AG | $9.1M | $2.2M |
| Cetera Investment Advisers | $2.9M | $4.3M |
| Wells Fargo & Company | $6.0M | $227K |
| Raymond James Financial Inc. | $4.6M | $638K |
| Osaic Holdings, Inc. | $1.9M | $2.7M |
| Elequin Capital, LP | $1.3M | $2.7M |
| Jane Street Group, LLC | $3.0M | $787K |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $1.6M |
| Commonwealth Equity Services, LLC | $1.5M | $916K |
| Rockefeller Capital Management L.P. | $838K | $1.3M |
| Royal Bank of Canada | $1.1M | $493K |
| Silver Oak Securities, Incorporated | $207K | $454K |
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: FTMH institutional holders, FCAL institutional holders.
Frequently asked questions
Do institutions hold both FTMH and FCAL?
25 Form 13F filers report positions in both, out of 157 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%.