SPBO vs CLOA overlap
67 institutions report holding both SPBO and CLOA.
SPBOCLOA
Pick 2 to 4 ETFs.
We don’t have holdings for CLOA. 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.
67
institutions report holding both, of 367 holding any
SPBO32.6% of its 13F dollars, 36.0% of its 186 holders
CLOA35.6% of its 13F dollars, 27.0% of its 248 holders
Largest institutions holding both
| Firm | SPBO | CLOA |
|---|---|---|
| LPL Financial LLC | $80.9M | $102.2M |
| Envestnet Asset Management Inc. | $3.4M | $104.8M |
| Morgan Stanley | $32.0M | $50.2M |
| Assetmark, Inc. | $67.6M | $12.6M |
| AE Wealth Management LLC | $67.3M | $11.8M |
| Osaic Holdings, Inc. | $47.4M | $7.6M |
| JPMorgan Chase & Co | $7.6M | $30.5M |
| Cetera Investment Advisers | $4.4M | $33.6M |
| Geneos Wealth Management Inc. | $31.4M | $319K |
| Betterment LLC | $627K | $30.4M |
| MML Investors Services, LLC | $5.0M | $24.7M |
| Mariner, LLC | $20.3M | $331K |
| Allstate Corp. | $12.7M | $5.7M |
| Commonwealth Equity Services, LLC | $2.8M | $14.3M |
| Royal Bank of Canada | $12.6M | $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: SPBO institutional holders, CLOA institutional holders.
Frequently asked questions
Do institutions hold both SPBO and CLOA?
67 Form 13F filers report positions in both, out of 367 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%.