TUSB vs FTMN overlap
7 institutions report holding both TUSB and FTMN.
TUSBFTMN
Pick 2 to 4 ETFs.
We don’t have holdings for FTMN. 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.
7
institutions report holding both, of 43 holding any
TUSB94.9% of its 13F dollars, 58.3% of its 12 holders
FTMN17.1% of its 13F dollars, 18.4% of its 38 holders
Largest institutions holding both
| Firm | TUSB | FTMN |
|---|---|---|
| Envestnet Asset Management Inc. | $100.5M | $140K |
| UBS Group AG | $1K | $13.2M |
| LPL Financial LLC | $2.8M | $3.8M |
| Cambridge Investment Research Advisors, Inc. | $1.6M | $508K |
| Jane Street Group, LLC | $1.5M | $467K |
| Commonwealth Equity Services, LLC | $407K | $793K |
| Osaic Holdings, Inc. | $298K | $360K |
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: TUSB institutional holders, FTMN institutional holders.
Frequently asked questions
Do institutions hold both TUSB and FTMN?
7 Form 13F filers report positions in both, out of 43 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%.