FTMS vs BSMW overlap
12 institutions report holding both FTMS and BSMW.
FTMSBSMW
Pick 2 to 4 ETFs.
We don’t have holdings for FTMS, BSMW. 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.
12
institutions report holding both, of 99 holding any
FTMS22.7% of its 13F dollars, 28.6% of its 42 holders
BSMW20.6% of its 13F dollars, 17.4% of its 69 holders
Largest institutions holding both
| Firm | FTMS | BSMW |
|---|---|---|
| LPL Financial LLC | $5.7M | $11.5M |
| Raymond James Financial Inc. | $5.9M | $4.0M |
| Cetera Investment Advisers | $6.8M | $413K |
| Commonwealth Equity Services, LLC | $4.8M | $626K |
| Jones Financial Companies LLLP | $3.3M | $1.3M |
| Envestnet Asset Management Inc. | $420K | $3.2M |
| Northwestern Mutual Wealth Management Co | $440K | $2.0M |
| Osaic Holdings, Inc. | $801K | $1.6M |
| MML Investors Services, LLC | $741K | $1.2M |
| Jane Street Group, LLC | $670K | $485K |
| Royal Bank of Canada | $29K | $425K |
| FMR LLC | $24K | $65 |
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, BSMW institutional holders.
Frequently asked questions
Do institutions hold both FTMS and BSMW?
12 Form 13F filers report positions in both, out of 99 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%.