DDFS vs CPSM overlap
7 institutions report holding both DDFS and CPSM.
DDFSCPSM
Pick 2 to 4 ETFs.
We don’t have holdings for DDFS, CPSM. 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.
7
institutions report holding both, of 67 holding any
DDFS42.8% of its 13F dollars, 15.9% of its 44 holders
CPSM21.0% of its 13F dollars, 23.3% of its 30 holders
Largest institutions holding both
| Firm | DDFS | CPSM |
|---|---|---|
| Osaic Holdings, Inc. | $6.0M | $476K |
| Commonwealth Equity Services, LLC | $2.9M | $1.1M |
| Centaurus Financial, Inc. | $638K | $2.9M |
| Cetera Investment Advisers | $1.2M | $978K |
| Susquehanna International Group, LLP | $1.2M | $476K |
| Harbour Investments, Inc. | $710K | $332K |
| IFP Advisors, Inc | $55K | $3K |
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: DDFS institutional holders, CPSM institutional holders.
Frequently asked questions
Do institutions hold both DDFS and CPSM?
7 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%.