FTXN vs FGDL overlap
29 institutions report holding both FTXN and FGDL.
FTXNFGDL
Pick 2 to 4 ETFs.
We don’t have holdings for FGDL. 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.
29
institutions report holding both, of 155 holding any
FTXN58.8% of its 13F dollars, 33.7% of its 86 holders
FGDL48.4% of its 13F dollars, 29.6% of its 98 holders
Largest institutions holding both
| Firm | FTXN | FGDL |
|---|---|---|
| LPL Financial LLC | $10.7M | $10.8M |
| Envestnet Asset Management Inc. | $2.5M | $13.9M |
| Morgan Stanley | $14.7M | $82K |
| Commonwealth Equity Services, LLC | $328K | $10.4M |
| Wells Fargo & Company | $10.7M | $2K |
| Raymond James Financial Inc. | $8.2M | $458K |
| Cetera Investment Advisers | $2.5M | $1.6M |
| Cambridge Investment Research Advisors, Inc. | $2.5M | $1.3M |
| Royal Bank of Canada | $3.2M | $434K |
| Flow Traders U.S. LLC | $1.4M | $2.0M |
| JPMorgan Chase & Co | $743K | $2.4M |
| Citadel Advisors LLC | $2.1M | $806K |
| HRT Financial LP | $2.5M | $349K |
| Osaic Holdings, Inc. | $983K | $1.6M |
| International Assets Investment Management, LLC | $1.1M | $11K |
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, FGDL institutional holders.
Frequently asked questions
Do institutions hold both FTXN and FGDL?
29 Form 13F filers report positions in both, out of 155 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%.