IQSZ vs FTMA overlap
2 institutions report holding both IQSZ and FTMA.
IQSZFTMA
Pick 2 to 4 ETFs.
We don’t have holdings for IQSZ, FTMA. 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.
2
institutions report holding both, of 62 holding any
IQSZ0.3% of its 13F dollars, 66.7% of its 3 holders
FTMA0.6% of its 13F dollars, 3.3% of its 61 holders
Largest institutions holding both
| Firm | IQSZ | FTMA |
|---|---|---|
| Jane Street Group, LLC | $459K | $801K |
| UBS Group AG | $32 | $39K |
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: IQSZ institutional holders, FTMA institutional holders.
Frequently asked questions
Do institutions hold both IQSZ and FTMA?
2 Form 13F filers report positions in both, out of 62 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%.