SPLS vs CEFZ overlap
15 institutions report holding both SPLS and CEFZ.
SPLSCEFZ
Pick 2 to 4 ETFs.
We don’t have holdings for SPLS. 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.
15
institutions report holding both, of 42 holding any
SPLS53.9% of its 13F dollars, 62.5% of its 24 holders
CEFZ44.3% of its 13F dollars, 45.5% of its 33 holders
Largest institutions holding both
| Firm | SPLS | CEFZ |
|---|---|---|
| Envestnet Asset Management Inc. | $494K | $6.8M |
| AE Wealth Management LLC | $5.0M | $899K |
| Citadel Advisors LLC | $3.5M | $850K |
| Lloyd Advisory Services, LLC. | $1.6M | $116K |
| MML Investors Services, LLC | $402K | $743K |
| Great Lakes Retirement, Inc. | $249K | $145K |
| Elevated Capital Advisors, LLC | $238K | $67K |
| Tounjian Advisory Partners, LLC | $170K | $13K |
| UBS Group AG | $92K | $47K |
| Kingdom Financial Group LLC. | $85K | $26K |
| Montgomery Financial Services LLC | $59K | $732 |
| IFG Advisory, LLC | $46K | $4K |
| Networth Advisors, LLC | $20K | $6K |
| Decker Retirement Planning Inc. | $5K | $5K |
| Quest 10 Wealth Builders, Inc. | $6K | $1K |
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: SPLS institutional holders, CEFZ institutional holders.
Frequently asked questions
Do institutions hold both SPLS and CEFZ?
15 Form 13F filers report positions in both, out of 42 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%.