MINN vs FTOH overlap
3 institutions report holding both MINN and FTOH.
MINNFTOH
Pick 2 to 4 ETFs.
We don’t have holdings for FTOH. 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.
3
institutions report holding both, of 44 holding any
MINN3.3% of its 13F dollars, 15.0% of its 20 holders
FTOH2.2% of its 13F dollars, 11.1% of its 27 holders
Largest institutions holding both
| Firm | MINN | FTOH |
|---|---|---|
| Commonwealth Equity Services, LLC | $352K | $233K |
| Osaic Holdings, Inc. | $184K | $194K |
| Morgan Stanley | $90K | $5K |
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: MINN institutional holders, FTOH institutional holders.
Frequently asked questions
Do institutions hold both MINN and FTOH?
3 Form 13F filers report positions in both, out of 44 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%.