GXIG vs FTMU overlap
1 institutions report holding both GXIG and FTMU.
GXIGFTMU
Pick 2 to 4 ETFs.
We don’t have holdings for FTMU. 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.
1
institutions report holding both, of 90 holding any
GXIG0.0% of its 13F dollars, 16.7% of its 6 holders
FTMU1.1% of its 13F dollars, 1.2% of its 85 holders
Largest institutions holding both
| Firm | GXIG | FTMU |
|---|---|---|
| IFP Advisors, Inc | $749 | $877K |
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: GXIG institutional holders, FTMU institutional holders.
Frequently asked questions
Do institutions hold both GXIG and FTMU?
1 Form 13F filers report positions in both, out of 90 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%.