FEBP vs CPST overlap
2 institutions report holding both FEBP and CPST.
FEBPCPST
Pick 2 to 4 ETFs.
We don’t have holdings for FEBP, CPST. 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 28 holding any
FEBP4.3% of its 13F dollars, 16.7% of its 12 holders
CPST2.9% of its 13F dollars, 11.1% of its 18 holders
Largest institutions holding both
| Firm | FEBP | CPST |
|---|---|---|
| Commonwealth Equity Services, LLC | $813K | $570K |
| Harbour Investments, Inc. | $78K | $26K |
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: FEBP institutional holders, CPST institutional holders.
Frequently asked questions
Do institutions hold both FEBP and CPST?
2 Form 13F filers report positions in both, out of 28 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%.