PTBD vs FTNY overlap
16 institutions report holding both PTBD and FTNY.
PTBDFTNY
Pick 2 to 4 ETFs.
We don’t have holdings for FTNY. 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.
16
institutions report holding both, of 101 holding any
PTBD36.4% of its 13F dollars, 32.0% of its 50 holders
FTNY52.8% of its 13F dollars, 23.9% of its 67 holders
Largest institutions holding both
| Firm | PTBD | FTNY |
|---|---|---|
| LPL Financial LLC | $5.9M | $3.9M |
| Morgan Stanley | $1.3M | $8.3M |
| Cambridge Investment Research Advisors, Inc. | $1.7M | $3.2M |
| Raymond James Financial Inc. | $2.4M | $2.4M |
| Wells Fargo & Company | $2.2M | $2.2M |
| Cetera Investment Advisers | $1.1M | $1.2M |
| Osaic Holdings, Inc. | $377K | $1.9M |
| Envestnet Asset Management Inc. | $1.2M | $1.0M |
| Royal Bank of Canada | $1.1M | $713K |
| Commonwealth Equity Services, LLC | $319K | $1.0M |
| UBS Group AG | $12K | $1.3M |
| Private Advisor Group, LLC | $991K | $207K |
| Stifel Financial Corp. | $207K | $146K |
| Northwestern Mutual Wealth Management Co | $7K | $223K |
| Global Retirement Partners, LLC | $28K | $12K |
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: PTBD institutional holders, FTNY institutional holders.
Frequently asked questions
Do institutions hold both PTBD and FTNY?
16 Form 13F filers report positions in both, out of 101 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%.