IBIG vs FTMU overlap
14 institutions report holding both IBIG and FTMU.
IBIGFTMU
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.
14
institutions report holding both, of 101 holding any
IBIG27.5% of its 13F dollars, 46.7% of its 30 holders
FTMU44.7% of its 13F dollars, 16.5% of its 85 holders
Largest institutions holding both
| Firm | IBIG | FTMU |
|---|---|---|
| Wells Fargo & Company | $1K | $16.5M |
| Raymond James Financial Inc. | $13.3M | $2.8M |
| LPL Financial LLC | $388K | $5.4M |
| Morgan Stanley | $3.3M | $2.2M |
| Osaic Holdings, Inc. | $1.7M | $2.1M |
| UBS Group AG | $9K | $2.9M |
| Jane Street Group, LLC | $1.1M | $1.7M |
| Commonwealth Equity Services, LLC | $237K | $1.8M |
| Goldman Sachs Group Inc. | $1.3M | $103K |
| Royal Bank of Canada | $240K | $625K |
| Creative Planning | $311K | $123K |
| Allworth Financial LP | $223K | $90K |
| FMR LLC | $69K | $13K |
| Steward Partners Investment Advisory, LLC | $17K | $6K |
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: IBIG institutional holders, FTMU institutional holders.
Frequently asked questions
Do institutions hold both IBIG and FTMU?
14 Form 13F filers report positions in both, out of 101 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%.