CPSY vs CPSR overlap
9 institutions report holding both CPSY and CPSR.
CPSYCPSR
Pick 2 to 4 ETFs.
We don’t have holdings for CPSY, CPSR. 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 30 holding any
CPSY74.3% of its 13F dollars, 45.0% of its 20 holders
CPSR80.3% of its 13F dollars, 47.4% of its 19 holders
Largest institutions holding both
| Firm | CPSY | CPSR |
|---|---|---|
| Calamos Advisors LLC | $9.6M | $9.6M |
| Calamos Wealth Management LLC | $286K | $1.9M |
| Susquehanna International Group, LLP | $689K | $689K |
| Jim Saulnier & Associates, LLC | $663K | $282K |
| Old Mission Capital LLC | $306K | $229K |
| Waverly Advisors, LLC | $219K | $250K |
| Harbour Investments, Inc. | $240K | $48K |
| Osaic Holdings, Inc. | $154K | $40K |
| New England Capital Financial Advisors LLC | $3K | $59K |
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, CPSR institutional holders.
Frequently asked questions
Do institutions hold both CPSY and CPSR?
9 Form 13F filers report positions in both, out of 30 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%.