CPSN vs CPRJ overlap
9 institutions report holding both CPSN and CPRJ.
CPSNCPRJ
Pick 2 to 4 ETFs.
We don’t have holdings for CPSN, CPRJ. 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.
9
institutions report holding both, of 37 holding any
CPSN40.9% of its 13F dollars, 52.9% of its 17 holders
CPRJ48.3% of its 13F dollars, 31.0% of its 29 holders
Largest institutions holding both
| Firm | CPSN | CPRJ |
|---|---|---|
| Susquehanna International Group, LLP | $2.8M | $2.0M |
| Centaurus Financial, Inc. | $109K | $2.7M |
| Commonwealth Equity Services, LLC | $1.3M | $1.5M |
| Calamos Wealth Management LLC | $330K | $1.2M |
| Jim Saulnier & Associates, LLC | $364K | $1.0M |
| Advisor OS, LLC | $1.1M | $267K |
| Harbour Investments, Inc. | $1.3M | $28K |
| Capital Analysts, LLC | $51K | $346K |
| Creative Financial Designs Inc. | $40K | $84K |
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, CPRJ institutional holders.
Frequently asked questions
Do institutions hold both CPSN and CPRJ?
9 Form 13F filers report positions in both, out of 37 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%.