CSHI vs ACLO overlap
3 institutions report holding both CSHI and ACLO.
CSHIACLO
Pick 2 to 4 ETFs.
We don’t have holdings for ACLO. 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 138 holding any
CSHI8.0% of its 13F dollars, 2.3% of its 128 holders
ACLO1.5% of its 13F dollars, 23.1% of its 13 holders
Largest institutions holding both
| Firm | CSHI | ACLO |
|---|---|---|
| LPL Financial LLC | $34.1M | $1.7M |
| Farther Finance Advisors, LLC | $3.0M | $5.1M |
| Royal Bank of Canada | $5K | $227K |
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: CSHI institutional holders, ACLO institutional holders.
Frequently asked questions
Do institutions hold both CSHI and ACLO?
3 Form 13F filers report positions in both, out of 138 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%.