CPER vs ABND overlap
11 institutions report holding both CPER and ABND.
CPERABND
Pick 2 to 4 ETFs.
We don’t have holdings for CPER. 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.
11
institutions report holding both, of 164 holding any
CPER23.0% of its 13F dollars, 7.5% of its 146 holders
ABND19.8% of its 13F dollars, 37.9% of its 29 holders
Largest institutions holding both
| Firm | CPER | ABND |
|---|---|---|
| Ameriprise Financial Inc. | $9.9M | $12.3M |
| LPL Financial LLC | $9.7M | $10.0M |
| UBS Group AG | $16.8M | $5K |
| Envestnet Asset Management Inc. | $2.5M | $12.3M |
| Goldman Sachs Group Inc. | $2.5M | $4.4M |
| Morgan Stanley | $3.8M | $9K |
| Osaic Holdings, Inc. | $2.7M | $1.1M |
| Commonwealth Equity Services, LLC | $486K | $668K |
| Jones Financial Companies LLLP | $208K | $712K |
| Kestra Advisory Services, LLC | $333K | $273K |
| IFP Advisors, Inc | $54K | $30K |
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: CPER institutional holders, ABND institutional holders.
Frequently asked questions
Do institutions hold both CPER and ABND?
11 Form 13F filers report positions in both, out of 164 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%.