CLOC vs BCLO overlap
3 institutions report holding both CLOC and BCLO.
CLOCBCLO
Pick 2 to 4 ETFs.
We don’t have holdings for BCLO. 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.
3
institutions report holding both, of 15 holding any
CLOC9.9% of its 13F dollars, 50.0% of its 6 holders
BCLO5.8% of its 13F dollars, 25.0% of its 12 holders
Largest institutions holding both
| Firm | CLOC | BCLO |
|---|---|---|
| Royal Bank of Canada | $3.8M | $1.1M |
| LPL Financial LLC | $853K | $1.9M |
| Jane Street Group, LLC | $1.0M | $332K |
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: CLOC institutional holders, BCLO institutional holders.
Frequently asked questions
Do institutions hold both CLOC and BCLO?
3 Form 13F filers report positions in both, out of 15 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%.