YNOT vs FTMA overlap
5 institutions report holding both YNOT and FTMA.
YNOTFTMA
Pick 2 to 4 ETFs.
We don’t have holdings for FTMA. 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.
5
institutions report holding both, of 69 holding any
YNOT12.3% of its 13F dollars, 38.5% of its 13 holders
FTMA7.0% of its 13F dollars, 8.2% of its 61 holders
Largest institutions holding both
| Firm | YNOT | FTMA |
|---|---|---|
| Envestnet Asset Management Inc. | $11.3M | $2.7M |
| LPL Financial LLC | $3.3M | $4.6M |
| Kestra Advisory Services, LLC | $957K | $3.0M |
| Osaic Holdings, Inc. | $2.8M | $217K |
| UBS Group AG | $2K | $39K |
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: YNOT institutional holders, FTMA institutional holders.
Frequently asked questions
Do institutions hold both YNOT and FTMA?
5 Form 13F filers report positions in both, out of 69 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%.