TFLO vs CWB overlap
TFLO and CWB 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: TFLO, SEC Form N-PORT, July 31, 2026; CWB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TFLO | CWB |
|---|---|---|
| Bank of America Corp. | $284.1M | $279.0M |
| LPL Financial LLC | $325.1M | $175.6M |
| Morgan Stanley | $160.0M | $161.4M |
| Envestnet Asset Management Inc. | $52.5M | $216.2M |
| Wells Fargo & Company | $65.3M | $164.3M |
| Cetera Investment Advisers | $50.4M | $137.4M |
| UBS Group AG | $105.5M | $52.8M |
| Cambridge Investment Research Advisors, Inc. | $82.6M | $61.5M |
| Northwestern Mutual Wealth Management Co | $4.6M | $132.8M |
| Raymond James Financial Inc. | $68.8M | $38.2M |
| Assetmark, Inc. | $23.6M | $80.1M |
| Royal Bank of Canada | $59.6M | $42.0M |
| Mariner, LLC | $80.3M | $2.1M |
| Osaic Holdings, Inc. | $55.7M | $17.3M |
| Axxcess Wealth Management, LLC | $59.3M | $232K |
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: TFLO institutional holders, CWB institutional holders.
Frequently asked questions
How much do TFLO and CWB overlap?
0.0% by weight, with 0 holdings in common, using holdings for TFLO as of July 31, 2026 and CWB as of June 30, 2026.
Do institutions hold both TFLO and CWB?
170 Form 13F filers report positions in both, out of 816 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%.