LONZ vs CLSE overlap
22 institutions report holding both LONZ and CLSE.
LONZCLSE
Pick 2 to 4 ETFs.
We don’t have holdings for LONZ. 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.
22
institutions report holding both, of 167 holding any
LONZ14.4% of its 13F dollars, 30.1% of its 73 holders
CLSE39.2% of its 13F dollars, 19.0% of its 116 holders
Largest institutions holding both
| Firm | LONZ | CLSE |
|---|---|---|
| LPL Financial LLC | $25.4M | $45.5M |
| Envestnet Asset Management Inc. | $4.7M | $30.8M |
| Rockefeller Capital Management L.P. | $10K | $30.3M |
| Wealth Enhancement Advisory Services, LLC | $2.1M | $11.5M |
| Tactive Advisors, LLC | $481K | $12.5M |
| Royal Bank of Canada | $1.2M | $10.4M |
| Cambridge Investment Research Advisors, Inc. | $10.9M | $486K |
| McAdam, LLC | $5.7M | $4.2M |
| IFG Advisory, LLC | $146K | $7.6M |
| Mariner, LLC | $3.6M | $3.2M |
| Integrated Wealth Concepts LLC | $494 | $5.4M |
| Atria Investments, Inc | $4.1M | $1.2M |
| MML Investors Services, LLC | $673K | $1.5M |
| Osaic Holdings, Inc. | $113K | $2.0M |
| Coastal Bridge Advisors, LLC | $918K | $497K |
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: LONZ institutional holders, CLSE institutional holders.
Frequently asked questions
Do institutions hold both LONZ and CLSE?
22 Form 13F filers report positions in both, out of 167 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%.