FTWO vs FSOL overlap
4 institutions report holding both FTWO and FSOL.
FTWOFSOL
Pick 2 to 4 ETFs.
We don’t have holdings for FSOL. 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.
4
institutions report holding both, of 43 holding any
FTWO1.9% of its 13F dollars, 13.8% of its 29 holders
FSOL25.1% of its 13F dollars, 22.2% of its 18 holders
Largest institutions holding both
| Firm | FTWO | FSOL |
|---|---|---|
| FMR LLC | $562 | $7.4M |
| Morgan Stanley | $26K | $2.3M |
| Farther Finance Advisors, LLC | $692K | $1K |
| Wells Fargo & Company | $3K | $9 |
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: FTWO institutional holders, FSOL institutional holders.
Frequently asked questions
Do institutions hold both FTWO and FSOL?
4 Form 13F filers report positions in both, out of 43 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%.