FTOH vs FTNJ overlap
11 institutions report holding both FTOH and FTNJ.
FTOHFTNJ
Pick 2 to 4 ETFs.
We don’t have holdings for FTOH, FTNJ. 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.
11
institutions report holding both, of 53 holding any
FTOH86.9% of its 13F dollars, 40.7% of its 27 holders
FTNJ74.3% of its 13F dollars, 29.7% of its 37 holders
Largest institutions holding both
| Firm | FTOH | FTNJ |
|---|---|---|
| Raymond James Financial Inc. | $10.5M | $1.3M |
| LPL Financial LLC | $1.9M | $2.9M |
| Bank of America Corp. | $553K | $2.8M |
| Wells Fargo & Company | $25K | $2.8M |
| Cetera Investment Advisers | $1.5M | $1.3M |
| Jones Financial Companies LLLP | $1.5M | $468K |
| Commonwealth Equity Services, LLC | $233K | $1.5M |
| Elequin Capital, LP | $522K | $343K |
| Osaic Holdings, Inc. | $194K | $236K |
| Morgan Stanley | $5K | $332K |
| Royal Bank of Canada | $121K | $69K |
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: FTOH institutional holders, FTNJ institutional holders.
Frequently asked questions
Do institutions hold both FTOH and FTNJ?
11 Form 13F filers report positions in both, out of 53 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%.