FTRB vs FIIG overlap
FTRB and FIIG overlap 2.8% by weight, across 18 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | FTRB | FIIG | Overlap |
|---|---|---|---|
| US Treasury N/BT | 1.41% | 1.92% | 1.41% |
| US Treasury N/BT | 0.46% | 1.06% | 0.46% |
| Bank of AMER CRPBAC | 0.27% | 0.39% | 0.27% |
| Wells Fargo Co | 0.16% | 0.46% | 0.16% |
| Truist FinancialTFC | 0.12% | 0.32% | 0.12% |
| Bank of AMER CRP | 0.06% | 0.75% | 0.06% |
| Truist Financial | 0.05% | 0.16% | 0.05% |
| Centene Corp. | 0.05% | 0.20% | 0.05% |
| Fidelity NATL in | 0.05% | 0.28% | 0.05% |
| AON North AMER | 0.05% | 0.74% | 0.05% |
| 180 Medical Inc | 0.05% | 0.63% | 0.05% |
| Clorox Co | 0.03% | 0.45% | 0.03% |
| Goldman Sachs GP | 0.02% | 0.22% | 0.02% |
| Wells Fargo CoWFC | 0.02% | 0.53% | 0.02% |
| Broadcom Inc. | 0.02% | 0.23% | 0.02% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: FTRB, SEC Form N-PORT, June 30, 2026; FIIG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FTRB | FIIG |
|---|---|---|
| LPL Financial LLC | $281K | $100.6M |
| Truist Financial Corp. | $74.2M | $1.9M |
| Envestnet Asset Management Inc. | $21.9M | $39.5M |
| Benjamin Edwards Inc. | $36.6M | $8.1M |
| Osaic Holdings, Inc. | $20.6M | $3.1M |
| Cambridge Investment Research Advisors, Inc. | $1.0M | $22.6M |
| MML Investors Services, LLC | $13.0M | $3.7M |
| Commonwealth Equity Services, LLC | $4.6M | $9.8M |
| &Partners | $3.0M | $9.3M |
| Rehmann Capital Advisory Group | $260K | $10.1M |
| Janney Montgomery Scott LLC | $1.2M | $4.9M |
| Signature Equity Partners, LLC | $4.0M | $24K |
| Citadel Advisors LLC | $1.1M | $2.6M |
| Goldman Sachs Group Inc. | $1.1M | $1.9M |
| Concurrent Investment Advisors, LLC | $1.6M | $1.2M |
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: FTRB institutional holders, FIIG institutional holders.
Frequently asked questions
How much do FTRB and FIIG overlap?
2.8% by weight, with 18 holdings in common, using holdings for FTRB as of June 30, 2026 and FIIG as of July 31, 2026. The largest shared position is T.
Do institutions hold both FTRB and FIIG?
19 Form 13F filers report positions in both, out of 173 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%.