DDFN vs CPSL overlap
9 institutions report holding both DDFN and CPSL.
DDFNCPSL
Pick 2 to 4 ETFs.
We don’t have holdings for DDFN, CPSL. 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 83 holding any
DDFN29.3% of its 13F dollars, 15.3% of its 59 holders
CPSL25.4% of its 13F dollars, 27.3% of its 33 holders
Largest institutions holding both
| Firm | DDFN | CPSL |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.6M | $3.2M |
| Susquehanna International Group, LLP | $6.1M | $397K |
| Cambridge Investment Research Advisors, Inc. | $3.5M | $1.8M |
| Harbour Investments, Inc. | $712K | $4.5M |
| HighTower Advisors, LLC | $391K | $3.8M |
| Old Mission Capital LLC | $1.3M | $329K |
| Osaic Holdings, Inc. | $960K | $559K |
| Cetera Investment Advisers | $495K | $495K |
| Aptus Capital Advisors, LLC | $224K | $34K |
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: DDFN institutional holders, CPSL institutional holders.
Frequently asked questions
Do institutions hold both DDFN and CPSL?
9 Form 13F filers report positions in both, out of 83 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%.