MORT vs FTMN overlap
17 institutions report holding both MORT and FTMN.
MORTFTMN
Pick 2 to 4 ETFs.
We don’t have holdings for FTMN. 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.
17
institutions report holding both, of 111 holding any
MORT25.8% of its 13F dollars, 18.9% of its 90 holders
FTMN49.0% of its 13F dollars, 44.7% of its 38 holders
Largest institutions holding both
| Firm | MORT | FTMN |
|---|---|---|
| Northwestern Mutual Wealth Management Co | $211K | $18.8M |
| LPL Financial LLC | $14.4M | $3.8M |
| Cetera Investment Advisers | $3.2M | $13.4M |
| UBS Group AG | $2.3M | $13.2M |
| MML Investors Services, LLC | $3.0M | $615K |
| Royal Bank of Canada | $1.4M | $1.5M |
| Envestnet Asset Management Inc. | $2.1M | $140K |
| Cambridge Investment Research Advisors, Inc. | $962K | $508K |
| Jones Financial Companies LLLP | $4K | $1.4M |
| Osaic Holdings, Inc. | $623K | $360K |
| Wells Fargo & Company | $7 | $553K |
| NewEdge Advisors, LLC | $5K | $426K |
| Susquehanna International Group, LLP | $236K | $164K |
| Private Advisor Group, LLC | $114K | $213K |
| Sigma Planning Corp | $226K | $101K |
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: MORT institutional holders, FTMN institutional holders.
Frequently asked questions
Do institutions hold both MORT and FTMN?
17 Form 13F filers report positions in both, out of 111 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%.