JULH vs CPNQ overlap
3 institutions report holding both JULH and CPNQ.
JULHCPNQ
Pick 2 to 4 ETFs.
We don’t have holdings for JULH, CPNQ. 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 38 holding any
JULH20.9% of its 13F dollars, 15.0% of its 20 holders
CPNQ17.7% of its 13F dollars, 14.3% of its 21 holders
Largest institutions holding both
| Firm | JULH | CPNQ |
|---|---|---|
| Commonwealth Equity Services, LLC | $564K | $1.2M |
| Susquehanna International Group, LLP | $1.3M | $254K |
| Osaic Holdings, Inc. | $5K | $23K |
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: JULH institutional holders, CPNQ institutional holders.
Frequently asked questions
Do institutions hold both JULH and CPNQ?
3 Form 13F filers report positions in both, out of 38 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%.