VPLS vs CLOI overlap
VPLS 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: VPLS, SEC Form N-PORT, June 30, 2026; CLOI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VPLS | CLOI |
|---|---|---|
| LPL Financial LLC | $54.7M | $104.0M |
| Royal Bank of Canada | $42.5M | $3.0M |
| Osaic Holdings, Inc. | $32.8M | $6.7M |
| Jones Financial Companies LLLP | $18.6M | $16.2M |
| Summit Financial, LLC | $28.4M | $2.7M |
| Diversified Portfolios, Inc. | $18.0M | $11.8M |
| Cambridge Investment Research Advisors, Inc. | $1.8M | $23.7M |
| Raymond James Financial Inc. | $23.2M | $382K |
| Mariner, LLC | $18.2M | $1.4M |
| Morgan Stanley | $34K | $16.9M |
| Commonwealth Equity Services, LLC | $13.2M | $1.4M |
| Wells Fargo & Company | $115 | $12.1M |
| Envestnet Asset Management Inc. | $463K | $10.0M |
| Geneos Wealth Management Inc. | $137K | $9.4M |
| Wealth Enhancement Advisory Services, LLC | $8.6M | $953K |
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: VPLS institutional holders, CLOI institutional holders.
Frequently asked questions
How much do VPLS and CLOI overlap?
0.0% by weight, with 0 holdings in common, using holdings for VPLS as of June 30, 2026 and CLOI as of June 30, 2026.
Do institutions hold both VPLS and CLOI?
41 Form 13F filers report positions in both, out of 329 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%.