JANM vs CPSP overlap
3 institutions report holding both JANM and CPSP.
JANMCPSP
Pick 2 to 4 ETFs.
We don’t have holdings for JANM, CPSP. 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.
3
institutions report holding both, of 37 holding any
JANM12.0% of its 13F dollars, 10.3% of its 29 holders
CPSP5.9% of its 13F dollars, 27.3% of its 11 holders
Largest institutions holding both
| Firm | JANM | CPSP |
|---|---|---|
| Commonwealth Equity Services, LLC | $934K | $452K |
| Old Mission Capital LLC | $551K | $313K |
| Capital Analysts, LLC | $154K | $33K |
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: JANM institutional holders, CPSP institutional holders.
Frequently asked questions
Do institutions hold both JANM and CPSP?
3 Form 13F filers report positions in both, out of 37 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%.