FTSL vs BKMI overlap
22 institutions report holding both FTSL and BKMI.
FTSLBKMI
Pick 2 to 4 ETFs.
We don’t have holdings for BKMI. 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.
22
institutions report holding both, of 343 holding any
FTSL35.2% of its 13F dollars, 7.3% of its 302 holders
BKMI1.1% of its 13F dollars, 34.9% of its 63 holders
Largest institutions holding both
| Firm | FTSL | BKMI |
|---|---|---|
| Morgan Stanley | $220.0M | $1.5M |
| LPL Financial LLC | $124.7M | $836K |
| Royal Bank of Canada | $67.3M | $468K |
| Raymond James Financial Inc. | $64.4M | $1.5M |
| UBS Group AG | $42.0M | $139K |
| Cetera Investment Advisers | $20.4M | $217K |
| Osaic Holdings, Inc. | $16.9M | $160K |
| HighTower Advisors, LLC | $9.9M | $247K |
| SageView Advisory Group, LLC | $2.5M | $6.9M |
| Captrust Financial Advisors | $2.3M | $766K |
| Fifth Third Bancorp | $1.7M | $1.3M |
| Janney Montgomery Scott LLC | $1.6M | $1.2M |
| Trivium Point Advisory, LLC | $1.7M | $667K |
| Assetmark, Inc. | $2.1M | $58K |
| Northwestern Mutual Wealth Management Co | $1.5M | $278K |
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: FTSL institutional holders, BKMI institutional holders.
Frequently asked questions
Do institutions hold both FTSL and BKMI?
22 Form 13F filers report positions in both, out of 343 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%.