QLTA vs CLOI overlap
QLTA and CLOI 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: QLTA, SEC Form N-PORT, July 31, 2026; CLOI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | QLTA | CLOI |
|---|---|---|
| LPL Financial LLC | $30.7M | $104.0M |
| MAI Capital Management | $59.8M | $2.1M |
| Goldman Sachs Group Inc. | $49.1M | $2.5M |
| Morgan Stanley | $23.0M | $16.9M |
| MML Investors Services, LLC | $21.1M | $13.2M |
| Wells Fargo & Company | $15.6M | $12.1M |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $23.7M |
| Raymond James Financial Inc. | $23.2M | $382K |
| Jones Financial Companies LLLP | $1.8M | $16.2M |
| Beaumont Financial Advisors, LLC | $610K | $13.5M |
| Envestnet Asset Management Inc. | $3.9M | $10.0M |
| JPMorgan Chase & Co | $13.2M | $53K |
| Royal Bank of Canada | $8.4M | $3.0M |
| Citadel Advisors LLC | $10.3M | $306K |
| Susquehanna International Group, LLP | $6.9M | $3.0M |
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: QLTA institutional holders, CLOI institutional holders.
Frequently asked questions
How much do QLTA and CLOI overlap?
0.0% by weight, with 0 holdings in common, using holdings for QLTA as of July 31, 2026 and CLOI as of June 30, 2026.
Do institutions hold both QLTA and CLOI?
58 Form 13F filers report positions in both, out of 319 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%.