FEBM vs CPSA overlap
5 institutions report holding both FEBM and CPSA.
FEBMCPSA
Pick 2 to 4 ETFs.
We don’t have holdings for FEBM, CPSA. 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.
5
institutions report holding both, of 54 holding any
FEBM17.8% of its 13F dollars, 12.5% of its 40 holders
CPSA25.4% of its 13F dollars, 26.3% of its 19 holders
Largest institutions holding both
| Firm | FEBM | CPSA |
|---|---|---|
| Susquehanna International Group, LLP | $1.3M | $2.1M |
| Commonwealth Equity Services, LLC | $834K | $1.3M |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $518K |
| LPL Financial LLC | $360K | $1.4M |
| Osaic Holdings, Inc. | $200K | $741K |
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: FEBM institutional holders, CPSA institutional holders.
Frequently asked questions
Do institutions hold both FEBM and CPSA?
5 Form 13F filers report positions in both, out of 54 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%.