THYF vs FTMU overlap
17 institutions report holding both THYF and FTMU.
THYFFTMU
Pick 2 to 4 ETFs.
We don’t have holdings for FTMU. 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 104 holding any
THYF49.0% of its 13F dollars, 47.2% of its 36 holders
FTMU48.9% of its 13F dollars, 20.0% of its 85 holders
Largest institutions holding both
| Firm | THYF | FTMU |
|---|---|---|
| LPL Financial LLC | $28.3M | $5.4M |
| Wells Fargo & Company | $7K | $16.5M |
| Cetera Investment Advisers | $4.3M | $2.0M |
| Jones Financial Companies LLLP | $1.1M | $2.6M |
| Raymond James Financial Inc. | $527K | $2.8M |
| UBS Group AG | $362K | $2.9M |
| Jane Street Group, LLC | $1.1M | $1.7M |
| Morgan Stanley | $107 | $2.2M |
| Osaic Holdings, Inc. | $38K | $2.1M |
| Envestnet Asset Management Inc. | $789K | $384K |
| Heritage Wealth Management, Inc. | $903K | $199K |
| Mariner, LLC | $779K | $238K |
| Natixis Advisors, LLC | $593K | $375K |
| Allworth Financial LP | $841K | $90K |
| Private Trust Co NA | $21K | $244K |
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: THYF institutional holders, FTMU institutional holders.
Frequently asked questions
Do institutions hold both THYF and FTMU?
17 Form 13F filers report positions in both, out of 104 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%.