MSTB vs FMAG overlap
MSTB and FMAG overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: MSTB, SEC Form N-PORT, June 30, 2026; FMAG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MSTB | FMAG |
|---|---|---|
| Wells Fargo & Company | $10K | $36.3M |
| Cetera Investment Advisers | $19.3M | $1.0M |
| Sigma Planning Corp | $6.8M | $2.0M |
| Envestnet Asset Management Inc. | $4.7M | $3.7M |
| Morgan Stanley | $55 | $2K |
| IFP Advisors, Inc | $43 | $147 |
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: MSTB institutional holders, FMAG institutional holders.
Frequently asked questions
How much do MSTB and FMAG overlap?
0.0% by weight, with 0 holdings in common, using holdings for MSTB as of June 30, 2026 and FMAG as of July 31, 2026.
Do institutions hold both MSTB and FMAG?
6 Form 13F filers report positions in both, out of 60 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%.