ZTWO vs FTOH overlap
1 institutions report holding both ZTWO and FTOH.
ZTWOFTOH
Pick 2 to 4 ETFs.
We don’t have holdings for FTOH. 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.
1
institutions report holding both, of 37 holding any
ZTWO2.2% of its 13F dollars, 9.1% of its 11 holders
FTOH53.4% of its 13F dollars, 3.7% of its 27 holders
Largest institutions holding both
| Firm | ZTWO | FTOH |
|---|---|---|
| Raymond James Financial Inc. | $424K | $10.5M |
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: ZTWO institutional holders, FTOH institutional holders.
Frequently asked questions
Do institutions hold both ZTWO and FTOH?
1 Form 13F filers report positions in both, out of 37 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%.