FTMS vs FCOR overlap
13 institutions report holding both FTMS and FCOR.
FTMSFCOR
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.
13
institutions report holding both, of 100 holding any
FTMS26.0% of its 13F dollars, 30.9% of its 42 holders
FCOR33.2% of its 13F dollars, 18.3% of its 71 holders
Largest institutions holding both
| Firm | FTMS | FCOR |
|---|---|---|
| Cetera Investment Advisers | $6.8M | $13.5M |
| Envestnet Asset Management Inc. | $420K | $9.8M |
| Commonwealth Equity Services, LLC | $4.8M | $4.1M |
| LPL Financial LLC | $5.7M | $3.2M |
| Raymond James Financial Inc. | $5.9M | $2.6M |
| JPMorgan Chase & Co | $4.8M | $3.2M |
| Jones Financial Companies LLLP | $3.3M | $964K |
| Osaic Holdings, Inc. | $801K | $2.4M |
| Jane Street Group, LLC | $670K | $1.7M |
| MML Investors Services, LLC | $741K | $529K |
| IFP Advisors, Inc | $12K | $567K |
| Royal Bank of Canada | $29K | $272K |
| FMR LLC | $24K | $105K |
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, FCOR institutional holders.
Frequently asked questions
Do institutions hold both FTMS and FCOR?
13 Form 13F filers report positions in both, out of 100 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%.