QHY vs FTMS overlap
18 institutions report holding both QHY and FTMS.
QHYFTMS
Pick 2 to 4 ETFs.
We don’t have holdings for FTMS. 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.
18
institutions report holding both, of 97 holding any
QHY20.9% of its 13F dollars, 24.7% of its 73 holders
FTMS25.2% of its 13F dollars, 42.9% of its 42 holders
Largest institutions holding both
| Firm | QHY | FTMS |
|---|---|---|
| Cetera Investment Advisers | $9.3M | $6.8M |
| LPL Financial LLC | $6.0M | $5.7M |
| Commonwealth Equity Services, LLC | $2.5M | $4.8M |
| Raymond James Financial Inc. | $799K | $5.9M |
| JPMorgan Chase & Co | $1.7M | $4.8M |
| Private Advisor Group, LLC | $1.4M | $1.2M |
| Jane Street Group, LLC | $1.9M | $670K |
| Osaic Holdings, Inc. | $1.2M | $801K |
| Envestnet Asset Management Inc. | $1.3M | $420K |
| Concurrent Investment Advisors, LLC | $283K | $1.0M |
| Mercer Global Advisors Inc. | $540K | $473K |
| Creative Financial Designs Inc. | $140K | $233K |
| Royal Bank of Canada | $208K | $29K |
| AE Wealth Management LLC | $145K | $32K |
| Farther Finance Advisors, LLC | $129K | $10K |
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: QHY institutional holders, FTMS institutional holders.
Frequently asked questions
Do institutions hold both QHY and FTMS?
18 Form 13F filers report positions in both, out of 97 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%.