DECZ vs CPSM overlap
2 institutions report holding both DECZ and CPSM.
DECZCPSM
Pick 2 to 4 ETFs.
We don’t have holdings for 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.
2
institutions report holding both, of 49 holding any
DECZ0.6% of its 13F dollars, 9.5% of its 21 holders
CPSM2.7% of its 13F dollars, 6.7% of its 30 holders
Largest institutions holding both
| Firm | DECZ | CPSM |
|---|---|---|
| Harbour Investments, Inc. | $167K | $332K |
| Osaic Holdings, Inc. | $1K | $476K |
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: DECZ institutional holders, CPSM institutional holders.
Frequently asked questions
Do institutions hold both DECZ and CPSM?
2 Form 13F filers report positions in both, out of 49 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%.