CLOX vs BSMV overlap
14 institutions report holding both CLOX and BSMV.
CLOXBSMV
Pick 2 to 4 ETFs.
We don’t have holdings for BSMV. 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.
14
institutions report holding both, of 129 holding any
CLOX28.3% of its 13F dollars, 24.1% of its 58 holders
BSMV23.1% of its 13F dollars, 16.5% of its 85 holders
Largest institutions holding both
| Firm | CLOX | BSMV |
|---|---|---|
| LPL Financial LLC | $28.9M | $6.1M |
| HighTower Advisors, LLC | $492K | $7.0M |
| Morgan Stanley | $204K | $5.8M |
| UBS Group AG | $12K | $4.0M |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $734K |
| Farther Finance Advisors, LLC | $2.0M | $47K |
| Osaic Holdings, Inc. | $31K | $2.0M |
| Equitable Holdings, Inc. | $528K | $978K |
| Commonwealth Equity Services, LLC | $500K | $913K |
| Sequoia Financial Advisors, LLC | $326K | $608K |
| NewEdge Advisors, LLC | $636K | $270K |
| Private Trust Co NA | $811K | $36K |
| Royal Bank of Canada | $256K | $471K |
| Harbour Investments, Inc. | $32K | $200K |
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, BSMV institutional holders.
Frequently asked questions
Do institutions hold both CLOX and BSMV?
14 Form 13F filers report positions in both, out of 129 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%.