SHYL vs CLOX overlap
SHYL and CLOX 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: SHYL, SEC Form N-PORT, May 29, 2026; CLOX, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SHYL | CLOX |
|---|---|---|
| LPL Financial LLC | $27.7M | $28.9M |
| Copia Wealth Management | $62K | $7.6M |
| Morgan Stanley | $4.3M | $204K |
| Osaic Holdings, Inc. | $2.6M | $31K |
| Royal Bank of Canada | $2.1M | $256K |
| Farther Finance Advisors, LLC | $77K | $2.0M |
| Cambridge Investment Research Advisors, Inc. | $634K | $1.3M |
| Commonwealth Equity Services, LLC | $1.4M | $500K |
| Citadel Advisors LLC | $404K | $1.3M |
| Janney Montgomery Scott LLC | $921K | $232K |
| Steward Partners Investment Advisory, LLC | $133K | $404K |
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: SHYL institutional holders, CLOX institutional holders.
Frequently asked questions
How much do SHYL and CLOX overlap?
0.0% by weight, with 0 holdings in common, using holdings for SHYL as of May 29, 2026 and CLOX as of May 31, 2026.
Do institutions hold both SHYL and CLOX?
11 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%.