NFXL vs CLSX overlap
1 institutions report holding both NFXL and CLSX.
NFXLCLSX
Pick 2 to 4 ETFs.
We don’t have holdings for CLSX. 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.
1
institutions report holding both, of 14 holding any
NFXL21.8% of its 13F dollars, 11.1% of its 9 holders
CLSX75.2% of its 13F dollars, 16.7% of its 6 holders
Largest institutions holding both
| Firm | NFXL | CLSX |
|---|---|---|
| Citadel Advisors LLC | $350K | $1.2M |
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: NFXL institutional holders, CLSX institutional holders.
Frequently asked questions
Do institutions hold both NFXL and CLSX?
1 Form 13F filers report positions in both, out of 14 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%.