LODI vs FTMU overlap
8 institutions report holding both LODI and FTMU.
LODIFTMU
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.
8
institutions report holding both, of 95 holding any
LODI21.5% of its 13F dollars, 44.4% of its 18 holders
FTMU18.9% of its 13F dollars, 9.4% of its 85 holders
Largest institutions holding both
| Firm | LODI | FTMU |
|---|---|---|
| LPL Financial LLC | $14.6M | $5.4M |
| Cambridge Investment Research Advisors, Inc. | $554K | $3.9M |
| Osaic Holdings, Inc. | $239K | $2.1M |
| Commonwealth Equity Services, LLC | $230K | $1.8M |
| Private Advisor Group, LLC | $482K | $1.0M |
| Kestra Advisory Services, LLC | $548K | $672K |
| Envestnet Asset Management Inc. | $436K | $384K |
| Kestra Private Wealth Services, LLC | $219K | $111K |
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: LODI institutional holders, FTMU institutional holders.
Frequently asked questions
Do institutions hold both LODI and FTMU?
8 Form 13F filers report positions in both, out of 95 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%.