CPNM vs ARLI overlap
1 institutions report holding both CPNM and ARLI.
CPNMARLI
Pick 2 to 4 ETFs.
We don’t have holdings for CPNM, ARLI. 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.
1
institutions report holding both, of 17 holding any
CPNM17.9% of its 13F dollars, 7.1% of its 14 holders
ARLI2.1% of its 13F dollars, 25.0% of its 4 holders
Largest institutions holding both
| Firm | CPNM | ARLI |
|---|---|---|
| Harbour Investments, Inc. | $1.0M | $126K |
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: CPNM institutional holders, ARLI institutional holders.
Frequently asked questions
Do institutions hold both CPNM and ARLI?
1 Form 13F filers report positions in both, out of 17 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%.