IBTL vs ACLO overlap
6 institutions report holding both IBTL and ACLO.
IBTLACLO
Pick 2 to 4 ETFs.
We don’t have holdings for ACLO. 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.
6
institutions report holding both, of 140 holding any
IBTL1.6% of its 13F dollars, 4.5% of its 133 holders
ACLO3.1% of its 13F dollars, 46.1% of its 13 holders
Largest institutions holding both
| Firm | IBTL | ACLO |
|---|---|---|
| Bank of Montreal | $13K | $6.3M |
| Royal Bank of Canada | $5.1M | $227K |
| Farther Finance Advisors, LLC | $12K | $5.1M |
| LPL Financial LLC | $1.9M | $1.7M |
| Citadel Advisors LLC | $573K | $1.1M |
| Fifth Third Bancorp | $106K | $7K |
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: IBTL institutional holders, ACLO institutional holders.
Frequently asked questions
Do institutions hold both IBTL and ACLO?
6 Form 13F filers report positions in both, out of 140 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%.