PCMM vs FTMH overlap
17 institutions report holding both PCMM and FTMH.
PCMMFTMH
Pick 2 to 4 ETFs.
We don’t have holdings for PCMM, FTMH. 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 155 holding any
PCMM27.8% of its 13F dollars, 22.1% of its 77 holders
FTMH33.5% of its 13F dollars, 17.9% of its 95 holders
Largest institutions holding both
| Firm | PCMM | FTMH |
|---|---|---|
| LPL Financial LLC | $1.9M | $17.3M |
| Envestnet Asset Management Inc. | $11.8M | $3.8M |
| Stratos Investment Management, LLC | $766K | $8.8M |
| Morgan Stanley | $2K | $8.1M |
| &Partners | $5.8M | $1.8M |
| Cambridge Investment Research Advisors, Inc. | $4.9M | $1.1M |
| MML Investors Services, LLC | $4.2M | $461K |
| Jane Street Group, LLC | $1.4M | $3.0M |
| Stifel Financial Corp. | $3.8M | $246K |
| Cetera Investment Advisers | $817K | $2.9M |
| Citadel Advisors LLC | $2.2M | $131K |
| Royal Bank of Canada | $1.1M | $1.1M |
| Farther Finance Advisors, LLC | $1.6M | $18K |
| Old Mission Capital LLC | $298K | $824K |
| NewEdge Advisors, LLC | $142K | $203K |
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: PCMM institutional holders, FTMH institutional holders.
Frequently asked questions
Do institutions hold both PCMM and FTMH?
17 Form 13F filers report positions in both, out of 155 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%.