CLOX vs BNDI overlap
CLOX and BNDI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: CLOX, SEC Form N-PORT, May 31, 2026; BNDI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | CLOX | BNDI |
|---|---|---|
| LPL Financial LLC | $28.9M | $5.9M |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $1.3M |
| Farther Finance Advisors, LLC | $2.0M | $37K |
| HighTower Advisors, LLC | $492K | $940K |
| Private Trust Co NA | $811K | $297K |
| NewEdge Advisors, LLC | $636K | $363K |
| Morgan Stanley | $204K | $52 |
| Osaic Holdings, Inc. | $31K | $33K |
| Harbour Investments, Inc. | $32K | $16K |
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: CLOX institutional holders, BNDI institutional holders.
Frequently asked questions
How much do CLOX and BNDI overlap?
0.0% by weight, with 0 holdings in common, using holdings for CLOX as of May 31, 2026 and BNDI as of June 30, 2026.
Do institutions hold both CLOX and BNDI?
9 Form 13F filers report positions in both, out of 81 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%.