CRUX vs CLOA overlap
18 institutions report holding both CRUX and CLOA.
CRUXCLOA
Pick 2 to 4 ETFs.
We don’t have holdings for CLOA. 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.
18
institutions report holding both, of 279 holding any
CRUX5.7% of its 13F dollars, 36.7% of its 49 holders
CLOA23.2% of its 13F dollars, 7.3% of its 248 holders
Largest institutions holding both
| Firm | CRUX | CLOA |
|---|---|---|
| LPL Financial LLC | $41.0M | $102.2M |
| Envestnet Asset Management Inc. | $293K | $104.8M |
| Morgan Stanley | $929 | $50.2M |
| JPMorgan Chase & Co | $500K | $30.5M |
| Wells Fargo & Company | $21.1M | $9K |
| Commonwealth Equity Services, LLC | $3.2M | $14.3M |
| Osaic Holdings, Inc. | $4.2M | $7.6M |
| Private Advisor Group, LLC | $3.6M | $5.7M |
| Stifel Financial Corp. | $356K | $7.2M |
| Raymond James Financial Inc. | $1.2M | $3.9M |
| Goldman Sachs Group Inc. | $978K | $3.9M |
| Royal Bank of Canada | $2.6M | $1.2M |
| Stratos Wealth Partners, LTD. | $332K | $1.4M |
| Fifth Third Bancorp | $561K | $566K |
| Farther Finance Advisors, LLC | $1K | $548K |
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: CRUX institutional holders, CLOA institutional holders.
Frequently asked questions
Do institutions hold both CRUX and CLOA?
18 Form 13F filers report positions in both, out of 279 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%.