CPSY vs CPSO overlap
10 institutions report holding both CPSY and CPSO.
CPSYCPSO
Pick 2 to 4 ETFs.
We don’t have holdings for CPSY, CPSO. 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.
10
institutions report holding both, of 31 holding any
CPSY74.1% of its 13F dollars, 50.0% of its 20 holders
CPSO81.9% of its 13F dollars, 47.6% of its 21 holders
Largest institutions holding both
| Firm | CPSY | CPSO |
|---|---|---|
| Calamos Advisors LLC | $9.6M | $9.6M |
| Susquehanna International Group, LLP | $689K | $1.6M |
| Cambridge Investment Research Advisors, Inc. | $766K | $634K |
| Calamos Wealth Management LLC | $286K | $553K |
| Old Mission Capital LLC | $306K | $319K |
| Harbour Investments, Inc. | $240K | $320K |
| Capital Analysts, LLC | $83K | $310K |
| Osaic Holdings, Inc. | $154K | $57K |
| Tucker Asset Management LLC | $4K | $50K |
| New England Capital Financial Advisors LLC | $3K | $11K |
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: CPSY institutional holders, CPSO institutional holders.
Frequently asked questions
Do institutions hold both CPSY and CPSO?
10 Form 13F filers report positions in both, out of 31 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%.