FTMU vs BSSX overlap
26 institutions report holding both FTMU and BSSX.
FTMUBSSX
Pick 2 to 4 ETFs.
We don’t have holdings for FTMU, BSSX. 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.
26
institutions report holding both, of 126 holding any
FTMU76.2% of its 13F dollars, 30.6% of its 85 holders
BSSX51.7% of its 13F dollars, 38.8% of its 67 holders
Largest institutions holding both
| Firm | FTMU | BSSX |
|---|---|---|
| Wells Fargo & Company | $16.5M | $258K |
| Ameriprise Financial Inc. | $13.5M | $1.0M |
| LPL Financial LLC | $5.4M | $7.5M |
| Bank of America Corp. | $2.5M | $5.1M |
| Raymond James Financial Inc. | $2.8M | $4.3M |
| Atlantic Union Bankshares Corp | $51K | $6.0M |
| Kestra Advisory Services, LLC | $672K | $3.9M |
| Morgan Stanley | $2.2M | $2.3M |
| UBS Group AG | $2.9M | $934K |
| Osaic Holdings, Inc. | $2.1M | $1.2M |
| Jones Financial Companies LLLP | $2.6M | $585K |
| Jane Street Group, LLC | $1.7M | $1000K |
| Northwestern Mutual Wealth Management Co | $1.2M | $1.3M |
| Cetera Investment Advisers | $2.0M | $431K |
| Commonwealth Equity Services, LLC | $1.8M | $564K |
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: FTMU institutional holders, BSSX institutional holders.
Frequently asked questions
Do institutions hold both FTMU and BSSX?
26 Form 13F filers report positions in both, out of 126 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%.