XHLF vs CLOA overlap
42 institutions report holding both XHLF and CLOA.
XHLFCLOA
Pick 2 to 4 ETFs.
We don’t have holdings for XHLF, CLOA. 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.
42
institutions report holding both, of 336 holding any
XHLF16.8% of its 13F dollars, 32.3% of its 130 holders
CLOA32.8% of its 13F dollars, 16.9% of its 248 holders
Largest institutions holding both
| Firm | XHLF | CLOA |
|---|---|---|
| Envestnet Asset Management Inc. | $2.5M | $104.8M |
| LPL Financial LLC | $846K | $102.2M |
| Bank of Montreal | $63.0M | $8.5M |
| Morgan Stanley | $7.8M | $50.2M |
| Cetera Investment Advisers | $7.6M | $33.6M |
| Royal Bank of Canada | $35.3M | $1.2M |
| Pasadena Private Wealth, LLC | $30.8M | $1.9M |
| JPMorgan Chase & Co | $283K | $30.5M |
| MML Investors Services, LLC | $4.6M | $24.7M |
| Goldman Sachs Group Inc. | $21.1M | $3.9M |
| Ameritas Advisory Services, LLC | $18.9M | $4.5M |
| Diversify Wealth Management, LLC | $14.8M | $6.1M |
| Diversify Advisory Services, LLC | $14.8M | $6.1M |
| STAR Financial Bank | $3.5M | $12.3M |
| Commonwealth Equity Services, LLC | $202K | $14.3M |
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: XHLF institutional holders, CLOA institutional holders.
Frequently asked questions
Do institutions hold both XHLF and CLOA?
42 Form 13F filers report positions in both, out of 336 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%.