SMMU vs CLOI overlap
SMMU 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: SMMU, SEC Form N-PORT, June 30, 2026; CLOI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SMMU | CLOI |
|---|---|---|
| Morgan Stanley | $180.4M | $16.9M |
| LPL Financial LLC | $30.3M | $104.0M |
| Wells Fargo & Company | $19.2M | $12.1M |
| JPMorgan Chase & Co | $30.6M | $53K |
| Osaic Holdings, Inc. | $20.3M | $6.7M |
| Wealth Enhancement Advisory Services, LLC | $25.0M | $953K |
| Cambridge Investment Research Advisors, Inc. | $1.8M | $23.7M |
| Axxcess Wealth Management, LLC | $8.7M | $14.4M |
| Orion Porfolio Solutions, LLC | $229K | $22.4M |
| Raymond James Financial Inc. | $21.6M | $382K |
| Stifel Financial Corp. | $11.8M | $8.1M |
| Jones Financial Companies LLLP | $3.4M | $16.2M |
| Envestnet Asset Management Inc. | $6.4M | $10.0M |
| MML Investors Services, LLC | $2.1M | $13.2M |
| Gradient Investments LLC | $304K | $14.6M |
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: SMMU institutional holders, CLOI institutional holders.
Frequently asked questions
How much do SMMU and CLOI overlap?
0.0% by weight, with 0 holdings in common, using holdings for SMMU as of June 30, 2026 and CLOI as of June 30, 2026.
Do institutions hold both SMMU and CLOI?
62 Form 13F filers report positions in both, out of 339 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%.