FTMS vs BNDI overlap
9 institutions report holding both FTMS and BNDI.
FTMSBNDI
Pick 2 to 4 ETFs.
We don’t have holdings for FTMS. 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.
9
institutions report holding both, of 65 holding any
FTMS10.8% of its 13F dollars, 21.4% of its 42 holders
BNDI7.9% of its 13F dollars, 28.1% of its 32 holders
Largest institutions holding both
| Firm | FTMS | BNDI |
|---|---|---|
| LPL Financial LLC | $5.7M | $5.9M |
| NewEdge Advisors, LLC | $5.8M | $363K |
| Envestnet Asset Management Inc. | $420K | $2.8M |
| Jane Street Group, LLC | $670K | $345K |
| Osaic Holdings, Inc. | $801K | $33K |
| Old Mission Capital LLC | $207K | $373K |
| Northwestern Mutual Wealth Management Co | $440K | $94 |
| Global Retirement Partners, LLC | $42K | $384K |
| Farther Finance Advisors, LLC | $10K | $37K |
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: FTMS institutional holders, BNDI institutional holders.
Frequently asked questions
Do institutions hold both FTMS and BNDI?
9 Form 13F filers report positions in both, out of 65 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%.