IBTI vs CLOA overlap
63 institutions report holding both IBTI and CLOA.
IBTICLOA
Pick 2 to 4 ETFs.
We don’t have holdings for CLOA. 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.
63
institutions report holding both, of 441 holding any
IBTI37.3% of its 13F dollars, 24.6% of its 256 holders
CLOA44.5% of its 13F dollars, 25.4% of its 248 holders
Largest institutions holding both
| Firm | IBTI | CLOA |
|---|---|---|
| BlackRock, Inc. | $26.4M | $122.5M |
| Envestnet Asset Management Inc. | $29.7M | $104.8M |
| Morgan Stanley | $76.9M | $50.2M |
| LPL Financial LLC | $24.6M | $102.2M |
| Raymond James Financial Inc. | $40.3M | $3.9M |
| Wells Fargo & Company | $42.4M | $9K |
| Integrated Wealth Concepts LLC | $37.2M | $345K |
| UBS Group AG | $30.6M | $6.0M |
| Cetera Investment Advisers | $2.7M | $33.6M |
| United Capital Financial Advisors, LLC | $28.0M | $4.5M |
| Brookstone Capital Management | $30.4M | $2.0M |
| JPMorgan Chase & Co | $155 | $30.5M |
| HM Payson & Co | $26.2M | $1.5M |
| MML Investors Services, LLC | $1.8M | $24.7M |
| Commonwealth Equity Services, LLC | $12.1M | $14.3M |
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: IBTI institutional holders, CLOA institutional holders.
Frequently asked questions
Do institutions hold both IBTI and CLOA?
63 Form 13F filers report positions in both, out of 441 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%.