FTXN vs BITW overlap
26 institutions report holding both FTXN and BITW.
FTXNBITW
Pick 2 to 4 ETFs.
We don’t have holdings for BITW. 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.
26
institutions report holding both, of 182 holding any
FTXN36.4% of its 13F dollars, 30.2% of its 86 holders
BITW35.5% of its 13F dollars, 21.3% of its 122 holders
Largest institutions holding both
| Firm | FTXN | BITW |
|---|---|---|
| LPL Financial LLC | $10.7M | $19.8M |
| Morgan Stanley | $14.7M | $40K |
| Cetera Investment Advisers | $2.5M | $5.1M |
| WCG Wealth Advisors LLC | $2.4M | $2.4M |
| Mariner, LLC | $281K | $4.4M |
| Cambridge Investment Research Advisors, Inc. | $2.5M | $1.3M |
| Flow Traders U.S. LLC | $1.4M | $1.1M |
| NewEdge Advisors, LLC | $618K | $1.6M |
| Susquehanna International Group, LLP | $1.7M | $254K |
| Kestra Advisory Services, LLC | $831K | $515K |
| Osaic Holdings, Inc. | $983K | $110K |
| Private Advisor Group, LLC | $219K | $768K |
| Beacon Pointe Advisors, LLC | $226K | $582K |
| Integrated Wealth Concepts LLC | $32K | $751K |
| Commonwealth Equity Services, LLC | $328K | $449K |
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: FTXN institutional holders, BITW institutional holders.
Frequently asked questions
Do institutions hold both FTXN and BITW?
26 Form 13F filers report positions in both, out of 182 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%.