WCBR vs ONLN overlap
WCBR and ONLN 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: WCBR, SEC Form N-PORT, June 30, 2026; ONLN, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | WCBR | ONLN |
|---|---|---|
| Bank of America Corp. | $2.3M | $3.0M |
| LPL Financial LLC | $2.2M | $1.1M |
| Cetera Investment Advisers | $673K | $779K |
| Raymond James Financial Inc. | $561K | $634K |
| Jane Street Group, LLC | $353K | $587K |
| Rockefeller Capital Management L.P. | $334K | $435K |
| Morgan Stanley | $4K | $746K |
| Osaic Holdings, Inc. | $210K | $103K |
| Farther Finance Advisors, LLC | $11K | $181K |
| FMR LLC | $11K | $64K |
| PNC Financial Services Group, Inc. | $65K | $3K |
| Harbour Investments, Inc. | $13K | $1K |
| Steward Partners Investment Advisory, LLC | $4K | $4K |
| Concord Wealth Partners | $2K | $2K |
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: WCBR institutional holders, ONLN institutional holders.
Frequently asked questions
How much do WCBR and ONLN overlap?
0.0% by weight, with 0 holdings in common, using holdings for WCBR as of June 30, 2026 and ONLN as of May 31, 2026.
Do institutions hold both WCBR and ONLN?
14 Form 13F filers report positions in both, out of 71 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%.