FTXN vs ETHE overlap
42 institutions report holding both FTXN and ETHE.
FTXNETHE
Pick 2 to 4 ETFs.
We don’t have holdings for ETHE. 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.
42
institutions report holding both, of 299 holding any
FTXN68.3% of its 13F dollars, 48.8% of its 86 holders
ETHE24.4% of its 13F dollars, 16.5% of its 255 holders
Largest institutions holding both
| Firm | FTXN | ETHE |
|---|---|---|
| Morgan Stanley | $14.7M | $374K |
| LPL Financial LLC | $10.7M | $3.0M |
| Wells Fargo & Company | $10.7M | $715 |
| Raymond James Financial Inc. | $8.2M | $318K |
| Citadel Advisors LLC | $2.1M | $3.7M |
| Tower Research Capital LLC (TRC) | $4.6M | $791 |
| Truist Financial Corp. | $3.9M | $420K |
| Cambridge Investment Research Advisors, Inc. | $2.5M | $1.4M |
| Qube Research & Technologies Ltd | $1.4M | $2.3M |
| Susquehanna International Group, LLP | $1.7M | $2.1M |
| Cetera Investment Advisers | $2.5M | $787K |
| Royal Bank of Canada | $3.2M | $8K |
| Envestnet Asset Management Inc. | $2.5M | $150K |
| Mariner, LLC | $281K | $1.5M |
| Commonwealth Equity Services, LLC | $328K | $1.5M |
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, ETHE institutional holders.
Frequently asked questions
Do institutions hold both FTXN and ETHE?
42 Form 13F filers report positions in both, out of 299 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%.