IDEC vs CPSJ overlap
6 institutions report holding both IDEC and CPSJ.
IDECCPSJ
Pick 2 to 4 ETFs.
We don’t have holdings for IDEC, CPSJ. 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.
6
institutions report holding both, of 72 holding any
IDEC22.0% of its 13F dollars, 12.8% of its 47 holders
CPSJ29.7% of its 13F dollars, 19.4% of its 31 holders
Largest institutions holding both
| Firm | IDEC | CPSJ |
|---|---|---|
| Susquehanna International Group, LLP | $836K | $2.6M |
| Osaic Holdings, Inc. | $1.5M | $1.9M |
| Commonwealth Equity Services, LLC | $1.6M | $1.0M |
| Cetera Investment Advisers | $811K | $1.5M |
| Old Mission Capital LLC | $902K | $486K |
| HighTower Advisors, LLC | $246K | $539K |
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: IDEC institutional holders, CPSJ institutional holders.
Frequently asked questions
Do institutions hold both IDEC and CPSJ?
6 Form 13F filers report positions in both, out of 72 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%.