MDST vs FTMA overlap
11 institutions report holding both MDST and FTMA.
MDSTFTMA
Pick 2 to 4 ETFs.
We don’t have holdings for MDST, 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.
11
institutions report holding both, of 87 holding any
MDST46.9% of its 13F dollars, 29.7% of its 37 holders
FTMA49.0% of its 13F dollars, 18.0% of its 61 holders
Largest institutions holding both
| Firm | MDST | FTMA |
|---|---|---|
| Morgan Stanley | $16.1M | $25.2M |
| Commonwealth Equity Services, LLC | $2.6M | $37.6M |
| LPL Financial LLC | $34.0M | $4.6M |
| Janney Montgomery Scott LLC | $6.0M | $652K |
| Stifel Financial Corp. | $4.6M | $190K |
| Royal Bank of Canada | $3.3M | $408K |
| Envestnet Asset Management Inc. | $275K | $2.7M |
| Jane Street Group, LLC | $713K | $801K |
| Osaic Holdings, Inc. | $1.3M | $217K |
| Old Mission Capital LLC | $755K | $498K |
| Steward Partners Investment Advisory, LLC | $570K | $635K |
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, FTMA institutional holders.
Frequently asked questions
Do institutions hold both MDST and FTMA?
11 Form 13F filers report positions in both, out of 87 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%.