SFLR vs HELO overlap
97 institutions report holding both SFLR and HELO.
SFLRHELO
Pick 2 to 4 ETFs.
We don’t have holdings for SFLR. 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.
97
institutions report holding both, of 519 holding any
SFLR64.2% of its 13F dollars, 42.9% of its 226 holders
HELO55.7% of its 13F dollars, 24.9% of its 390 holders
Largest institutions holding both
| Firm | SFLR | HELO |
|---|---|---|
| LPL Financial LLC | $233.0M | $244.3M |
| Bank of America Corp. | $237.7M | $157.5M |
| Envestnet Asset Management Inc. | $189.6M | $116.8M |
| Bank of New York Mellon Corp | $657K | $159.5M |
| Raymond James Financial Inc. | $20.0M | $126.8M |
| Cetera Investment Advisers | $24.7M | $113.5M |
| Cambridge Investment Research Advisors, Inc. | $71.5M | $66.2M |
| Wealth Enhancement Advisory Services, LLC | $4.8M | $127.7M |
| Commonwealth Equity Services, LLC | $61.4M | $47.0M |
| Osaic Holdings, Inc. | $27.1M | $75.7M |
| HighTower Advisors, LLC | $14.7M | $69.7M |
| UBS Group AG | $8K | $59.4M |
| Focus Partners Wealth | $301K | $55.7M |
| United Capital Financial Advisors, LLC | $14.8M | $35.4M |
| Brookstone Capital Management | $24.3M | $24.2M |
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: SFLR institutional holders, HELO institutional holders.
Frequently asked questions
Do institutions hold both SFLR and HELO?
97 Form 13F filers report positions in both, out of 519 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%.