FDLO vs CTA overlap
FDLO and CTA 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: FDLO, SEC Form N-PORT, July 31, 2026; CTA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FDLO | CTA |
|---|---|---|
| Bank of America Corp. | $19.3M | $134.1M |
| Wealth Enhancement Advisory Services, LLC | $788K | $75.4M |
| LPL Financial LLC | $29.1M | $38.3M |
| Envestnet Asset Management Inc. | $36.5M | $30.1M |
| Commonwealth Equity Services, LLC | $47.9M | $879K |
| AE Wealth Management LLC | $14.7M | $26.0M |
| Cambridge Investment Research Advisors, Inc. | $4.8M | $19.7M |
| UBS Group AG | $593K | $20.9M |
| Raymond James Financial Inc. | $9.9M | $10.6M |
| Ameritas Advisory Services, LLC | $17.4M | $2.4M |
| Cetera Investment Advisers | $18.4M | $264K |
| Osaic Holdings, Inc. | $8.3M | $10.1M |
| Kestra Advisory Services, LLC | $11.8M | $4.9M |
| Assetmark, Inc. | $12K | $16.1M |
| Royal Bank of Canada | $7.7M | $3.3M |
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: FDLO institutional holders, CTA institutional holders.
Frequently asked questions
How much do FDLO and CTA overlap?
0.0% by weight, with 0 holdings in common, using holdings for FDLO as of July 31, 2026 and CTA as of June 30, 2026.
Do institutions hold both FDLO and CTA?
56 Form 13F filers report positions in both, out of 366 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%.