CPSN vs CPSF overlap
12 institutions report holding both CPSN and CPSF.
CPSNCPSF
Pick 2 to 4 ETFs.
We don’t have holdings for CPSN, CPSF. 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.
12
institutions report holding both, of 28 holding any
CPSN90.6% of its 13F dollars, 70.6% of its 17 holders
CPSF76.3% of its 13F dollars, 52.2% of its 23 holders
Largest institutions holding both
| Firm | CPSN | CPSF |
|---|---|---|
| Calamos Advisors LLC | $9.6M | $9.6M |
| Susquehanna International Group, LLP | $2.8M | $579K |
| Commonwealth Equity Services, LLC | $1.3M | $602K |
| Calamos Wealth Management LLC | $330K | $1.3M |
| Harbour Investments, Inc. | $1.3M | $4K |
| Jim Saulnier & Associates, LLC | $364K | $458K |
| Old Mission Capital LLC | $382K | $302K |
| Capital Analysts, LLC | $51K | $543K |
| Centaurus Financial, Inc. | $109K | $276K |
| Burkett Financial Services, LLC | $110K | $20K |
| Creative Financial Designs Inc. | $40K | $22K |
| New England Capital Financial Advisors LLC | $250 | $21K |
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, CPSF institutional holders.
Frequently asked questions
Do institutions hold both CPSN and CPSF?
12 Form 13F filers report positions in both, out of 28 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%.