MDST vs FFOG overlap
12 institutions report holding both MDST and FFOG.
MDSTFFOG
Pick 2 to 4 ETFs.
We don’t have holdings for MDST. 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.
12
institutions report holding both, of 78 holding any
MDST35.0% of its 13F dollars, 32.4% of its 37 holders
FFOG39.8% of its 13F dollars, 22.6% of its 53 holders
Largest institutions holding both
| Firm | MDST | FFOG |
|---|---|---|
| LPL Financial LLC | $34.0M | $42.4M |
| Osaic Holdings, Inc. | $1.3M | $9.6M |
| Janney Montgomery Scott LLC | $6.0M | $311K |
| Stifel Financial Corp. | $4.6M | $1.0M |
| Commonwealth Equity Services, LLC | $2.6M | $1.4M |
| Cambridge Investment Research Advisors, Inc. | $2.6M | $1.3M |
| Equitable Holdings, Inc. | $202K | $2.8M |
| Jane Street Group, LLC | $713K | $320K |
| Envestnet Asset Management Inc. | $275K | $307K |
| Founders Financial Alliance, LLC | $163K | $5K |
| Private Trust Co NA | $21K | $63K |
| Bessemer Group Inc. | $14K | $13K |
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: MDST institutional holders, FFOG institutional holders.
Frequently asked questions
Do institutions hold both MDST and FFOG?
12 Form 13F filers report positions in both, out of 78 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%.