ZTRE vs FTNY overlap
4 institutions report holding both ZTRE and FTNY.
ZTREFTNY
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.
4
institutions report holding both, of 72 holding any
ZTRE7.5% of its 13F dollars, 44.4% of its 9 holders
FTNY11.2% of its 13F dollars, 6.0% of its 67 holders
Largest institutions holding both
| Firm | ZTRE | FTNY |
|---|---|---|
| Jane Street Group, LLC | $520K | $3.1M |
| Raymond James Financial Inc. | $291K | $2.4M |
| JPMorgan Chase & Co | $2.1M | $12K |
| Citadel Advisors LLC | $944K | $369K |
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: ZTRE institutional holders, FTNY institutional holders.
Frequently asked questions
Do institutions hold both ZTRE and FTNY?
4 Form 13F filers report positions in both, out of 72 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%.