ICLO vs FLDB overlap
8 institutions report holding both ICLO and FLDB.
ICLOFLDB
Pick 2 to 4 ETFs.
We don’t have holdings for ICLO. 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.
8
institutions report holding both, of 104 holding any
ICLO34.4% of its 13F dollars, 8.6% of its 93 holders
FLDB1.3% of its 13F dollars, 42.1% of its 19 holders
Largest institutions holding both
| Firm | ICLO | FLDB |
|---|---|---|
| LPL Financial LLC | $98.7M | $979K |
| Cetera Investment Advisers | $11.7M | $556K |
| Envestnet Asset Management Inc. | $9.5M | $1.7M |
| Integrated Wealth Concepts LLC | $4.9M | $51K |
| IFG Advisory, LLC | $2.5M | $3K |
| Osaic Holdings, Inc. | $2.2M | $25K |
| JPMorgan Chase & Co | $20K | $1.7M |
| IFP Advisors, Inc | $4K | $1K |
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: ICLO institutional holders, FLDB institutional holders.
Frequently asked questions
Do institutions hold both ICLO and FLDB?
8 Form 13F filers report positions in both, out of 104 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%.