FTMN vs AFIF overlap
5 institutions report holding both FTMN and AFIF.
FTMNAFIF
Pick 2 to 4 ETFs.
We don’t have holdings for FTMN. 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 56 holding any
FTMN1.9% of its 13F dollars, 13.2% of its 38 holders
AFIF7.5% of its 13F dollars, 21.7% of its 23 holders
Largest institutions holding both
| Firm | FTMN | AFIF |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $508K | $6.5M |
| Commonwealth Equity Services, LLC | $793K | $596K |
| MML Investors Services, LLC | $615K | $458K |
| Sigma Planning Corp | $101K | $547K |
| Envestnet Asset Management Inc. | $140K | $389K |
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: FTMN institutional holders, AFIF institutional holders.
Frequently asked questions
Do institutions hold both FTMN and AFIF?
5 Form 13F filers report positions in both, out of 56 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%.