UMI vs CLOZ overlap
UMI and CLOZ 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: UMI, SEC Form N-PORT, June 30, 2026; CLOZ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | UMI | CLOZ |
|---|---|---|
| HighTower Advisors, LLC | $351.0M | $308K |
| Arax Advisory Partners | $18K | $57.8M |
| Morgan Stanley | $914K | $49.4M |
| Focus Partners Wealth | $265K | $39.2M |
| LPL Financial LLC | $3.2M | $9.6M |
| Envestnet Asset Management Inc. | $3.5M | $4.1M |
| Brookwood Investment Group LLC | $4.8M | $280K |
| MML Investors Services, LLC | $2.9M | $410K |
| Farther Finance Advisors, LLC | $2K | $2.7M |
| Commonwealth Equity Services, LLC | $1.1M | $322K |
| Osaic Holdings, Inc. | $779K | $572K |
| Integrated Wealth Concepts LLC | $6K | $843K |
| Gladstone Institutional Advisory LLC | $257K | $582K |
| Harbour Investments, Inc. | $209K | $286K |
| Royal Bank of Canada | $351K | $124K |
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: UMI institutional holders, CLOZ institutional holders.
Frequently asked questions
How much do UMI and CLOZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for UMI as of June 30, 2026 and CLOZ as of May 31, 2026.
Do institutions hold both UMI and CLOZ?
16 Form 13F filers report positions in both, out of 130 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%.