MADE vs FTPA overlap
8 institutions report holding both MADE and FTPA.
MADEFTPA
Pick 2 to 4 ETFs.
We don’t have holdings for FTPA. 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 48 holding any
MADE30.8% of its 13F dollars, 30.8% of its 26 holders
FTPA47.1% of its 13F dollars, 26.7% of its 30 holders
Largest institutions holding both
| Firm | MADE | FTPA |
|---|---|---|
| LPL Financial LLC | $365K | $2.7M |
| Commonwealth Equity Services, LLC | $410K | $1.2M |
| Cambridge Investment Research Advisors, Inc. | $814K | $668K |
| Osaic Holdings, Inc. | $985K | $66K |
| Cetera Investment Advisers | $373K | $627K |
| Royal Bank of Canada | $719K | $71K |
| Morgan Stanley | $5K | $564K |
| MML Investors Services, LLC | $218K | $200K |
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: MADE institutional holders, FTPA institutional holders.
Frequently asked questions
Do institutions hold both MADE and FTPA?
8 Form 13F filers report positions in both, out of 48 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%.