CSPF vs APMU overlap

CSPF and APMU overlap 0.0% by weight, across 0 shared holdings.

CSPFAPMU

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

CSPF0.0% of the fund is in shared holdings, of 309

APMU0.0% of the fund is in shared holdings, of 1,269

Top shared holdings

These funds hold nothing in common.

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: CSPF, SEC Form N-PORT, June 30, 2026; APMU, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 67 holding any

CSPF8.0% of its 13F dollars, 8.5% of its 47 holders

APMU52.1% of its 13F dollars, 16.7% of its 24 holders

Largest institutions holding both

Firm	CSPF	APMU
Envestnet Asset Management Inc.	$10.8M	$137.2M
Osaic Holdings, Inc.	$7.2M	$237K
Jane Street Group, LLC	$2.2M	$1.2M
Commonwealth Equity Services, LLC	$733K	$309K

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: CSPF institutional holders, APMU institutional holders.

Frequently asked questions

How much do CSPF and APMU overlap?

0.0% by weight, with 0 holdings in common, using holdings for CSPF as of June 30, 2026 and APMU as of May 31, 2026.

Do institutions hold both CSPF and APMU?

4 Form 13F filers report positions in both, out of 67 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%.