FFLV vs CLCV overlap
1 institutions report holding both FFLV and CLCV.
FFLVCLCV
Pick 2 to 4 ETFs.
We don’t have holdings for CLCV. 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.
1
institutions report holding both, of 16 holding any
FFLV6.0% of its 13F dollars, 14.3% of its 7 holders
CLCV2.9% of its 13F dollars, 10.0% of its 10 holders
Largest institutions holding both
| Firm | FFLV | CLCV |
|---|---|---|
| Osaic Holdings, Inc. | $281K | $141K |
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: FFLV institutional holders, CLCV institutional holders.
Frequently asked questions
Do institutions hold both FFLV and CLCV?
1 Form 13F filers report positions in both, out of 16 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%.