FTSL vs BMOP overlap
33 institutions report holding both FTSL and BMOP.
FTSLBMOP
Pick 2 to 4 ETFs.
We don’t have holdings for BMOP. 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.
33
institutions report holding both, of 339 holding any
FTSL44.9% of its 13F dollars, 10.9% of its 302 holders
BMOP1.3% of its 13F dollars, 47.1% of its 70 holders
Largest institutions holding both
| Firm | FTSL | BMOP |
|---|---|---|
| Morgan Stanley | $220.0M | $239K |
| LPL Financial LLC | $124.7M | $498K |
| Wells Fargo & Company | $74.7M | $203K |
| Royal Bank of Canada | $67.3M | $885K |
| Bank of America Corp. | $65.7M | $820K |
| UBS Group AG | $42.0M | $175K |
| Envestnet Asset Management Inc. | $39.6M | $1.6M |
| Focus Partners Wealth | $29.9M | $846K |
| Stifel Financial Corp. | $16.2M | $1.1M |
| Osaic Holdings, Inc. | $16.9M | $30K |
| NewEdge Advisors, LLC | $13.5M | $243K |
| MML Investors Services, LLC | $8.7M | $1.9M |
| SageView Advisory Group, LLC | $2.5M | $6.2M |
| Rockefeller Capital Management L.P. | $6.2M | $30K |
| Trivium Point Advisory, LLC | $1.7M | $2.0M |
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, BMOP institutional holders.
Frequently asked questions
Do institutions hold both FTSL and BMOP?
33 Form 13F filers report positions in both, out of 339 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%.