FITE vs CLSM overlap

FITE and CLSM overlap 0.0% by weight, across 0 shared holdings.

FITECLSM

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

FITE0.0% of the fund is in shared holdings, of 78

CLSM0.0% of the fund is in shared holdings, of 4

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: FITE, SEC Form N-PORT, June 30, 2026; CLSM, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 66 holding any

FITE0.5% of its 13F dollars, 3.8% of its 53 holders

CLSM1.4% of its 13F dollars, 13.3% of its 15 holders

Largest institutions holding both

Firm	FITE	CLSM
AE Wealth Management LLC	$112	$970K
Osaic Holdings, Inc.	$332K	$64K

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: FITE institutional holders, CLSM institutional holders.

Frequently asked questions

How much do FITE and CLSM overlap?

0.0% by weight, with 0 holdings in common, using holdings for FITE as of June 30, 2026 and CLSM as of July 31, 2026.

Do institutions hold both FITE and CLSM?

2 Form 13F filers report positions in both, out of 66 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%.