CPAI vs CMDY overlap
13 institutions report holding both CPAI and CMDY.
CPAICMDY
Pick 2 to 4 ETFs.
We don’t have holdings for CMDY. 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.
13
institutions report holding both, of 119 holding any
CPAI35.3% of its 13F dollars, 24.1% of its 54 holders
CMDY19.2% of its 13F dollars, 16.7% of its 78 holders
Largest institutions holding both
| Firm | CPAI | CMDY |
|---|---|---|
| Raymond James Financial Inc. | $36.7M | $5.3M |
| LPL Financial LLC | $32.9M | $8.6M |
| Envestnet Asset Management Inc. | $480K | $22.7M |
| Osaic Holdings, Inc. | $8.0M | $9.6M |
| Cetera Investment Advisers | $11.9M | $2.3M |
| JPMorgan Chase & Co | $377K | $6.9M |
| Royal Bank of Canada | $6.4M | $6K |
| NewEdge Advisors, LLC | $5.8M | $36K |
| Commonwealth Equity Services, LLC | $4.4M | $283K |
| Cambridge Investment Research Advisors, Inc. | $640K | $2.0M |
| Susquehanna International Group, LLP | $298K | $859K |
| IFP Advisors, Inc | $107K | $106K |
| Jones Financial Companies LLLP | $6K | $54K |
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: CPAI institutional holders, CMDY institutional holders.
Frequently asked questions
Do institutions hold both CPAI and CMDY?
13 Form 13F filers report positions in both, out of 119 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%.