FLDB vs CLOZ overlap

FLDB and CLOZ overlap 0.0% by weight, across 0 shared holdings.

FLDBCLOZ

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

FLDB0.0% of the fund is in shared holdings, of 397

CLOZ0.0% of the fund is in shared holdings, of 177

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: FLDB, SEC Form N-PORT, May 31, 2026; CLOZ, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 109 holding any

FLDB96.5% of its 13F dollars, 26.3% of its 19 holders

CLOZ3.9% of its 13F dollars, 5.3% of its 95 holders

Largest institutions holding both

Firm	FLDB	CLOZ
FMR LLC	$368.8M	$53
LPL Financial LLC	$979K	$9.6M
Envestnet Asset Management Inc.	$1.7M	$4.1M
Integrated Wealth Concepts LLC	$51K	$843K
Osaic Holdings, Inc.	$25K	$572K

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: FLDB institutional holders, CLOZ institutional holders.

Frequently asked questions

How much do FLDB and CLOZ overlap?

0.0% by weight, with 0 holdings in common, using holdings for FLDB as of May 31, 2026 and CLOZ as of May 31, 2026.

Do institutions hold both FLDB and CLOZ?

5 Form 13F filers report positions in both, out of 109 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%.