CPRY vs APRB overlap
1 institutions report holding both CPRY and APRB.
CPRYAPRB
Pick 2 to 4 ETFs.
We don’t have holdings for CPRY, APRB. 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 26 holding any
CPRY0.2% of its 13F dollars, 5.0% of its 20 holders
APRB9.8% of its 13F dollars, 14.3% of its 7 holders
Largest institutions holding both
| Firm | CPRY | APRB |
|---|---|---|
| Aptus Capital Advisors, LLC | $34K | $2.2M |
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: CPRY institutional holders, APRB institutional holders.
Frequently asked questions
Do institutions hold both CPRY and APRB?
1 Form 13F filers report positions in both, out of 26 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%.