CPSN vs CPNJ overlap
11 institutions report holding both CPSN and CPNJ.
CPSNCPNJ
Pick 2 to 4 ETFs.
We don’t have holdings for CPSN, CPNJ. 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 38 holding any
CPSN43.7% of its 13F dollars, 64.7% of its 17 holders
CPNJ31.7% of its 13F dollars, 34.4% of its 32 holders
Largest institutions holding both
| Firm | CPSN | CPNJ |
|---|---|---|
| Susquehanna International Group, LLP | $2.8M | $722K |
| Commonwealth Equity Services, LLC | $1.3M | $839K |
| Harbour Investments, Inc. | $1.3M | $465K |
| Jim Saulnier & Associates, LLC | $364K | $1.4M |
| Advisor OS, LLC | $1.1M | $214K |
| Calamos Wealth Management LLC | $330K | $683K |
| Centaurus Financial, Inc. | $109K | $865K |
| Old Mission Capital LLC | $382K | $405K |
| Burkett Financial Services, LLC | $110K | $41K |
| Capital Analysts, LLC | $51K | $67K |
| Creative Financial Designs Inc. | $40K | $7K |
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: CPSN institutional holders, CPNJ institutional holders.
Frequently asked questions
Do institutions hold both CPSN and CPNJ?
11 Form 13F filers report positions in both, out of 38 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%.