LQDH vs CPLB overlap
LQDH and CPLB overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: LQDH, SEC Form N-PORT, July 31, 2026; CPLB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LQDH | CPLB |
|---|---|---|
| Morgan Stanley | $32.4M | $17.8M |
| Envestnet Asset Management Inc. | $10.6M | $10.3M |
| Cambridge Investment Research Advisors, Inc. | $3.6M | $8.6M |
| Osaic Holdings, Inc. | $4.0M | $302K |
| UBS Group AG | $3.9M | $5K |
| &Partners | $1.1M | $1.2M |
| Cetera Investment Advisers | $1.3M | $895K |
| Jane Street Group, LLC | $977K | $619K |
| Royal Bank of Canada | $250K | $37K |
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: LQDH institutional holders, CPLB institutional holders.
Frequently asked questions
How much do LQDH and CPLB overlap?
0.0% by weight, with 0 holdings in common, using holdings for LQDH as of July 31, 2026 and CPLB as of July 31, 2026.
Do institutions hold both LQDH and CPLB?
9 Form 13F filers report positions in both, out of 105 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%.