CSM vs BCPL overlap
11 institutions report holding both CSM and BCPL.
CSMBCPL
Pick 2 to 4 ETFs.
We don’t have holdings for BCPL. 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 113 holding any
CSM39.8% of its 13F dollars, 10.6% of its 104 holders
BCPL97.1% of its 13F dollars, 55.0% of its 20 holders
Largest institutions holding both
| Firm | CSM | BCPL |
|---|---|---|
| Bank of New York Mellon Corp | $5.3M | $271.1M |
| Morgan Stanley | $71.2M | $219K |
| LPL Financial LLC | $21.7M | $2.5M |
| Stifel Financial Corp. | $7.9M | $412K |
| Cetera Investment Advisers | $2.8M | $3.0M |
| Raymond James Financial Inc. | $4.1M | $745K |
| PNC Financial Services Group, Inc. | $478K | $587K |
| JPMorgan Chase & Co | $565K | $210K |
| Integrated Wealth Concepts LLC | $124K | $91K |
| Private Trust Co NA | $169K | $46K |
| UBS Group AG | $23K | $50 |
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: CSM institutional holders, BCPL institutional holders.
Frequently asked questions
Do institutions hold both CSM and BCPL?
11 Form 13F filers report positions in both, out of 113 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%.