JULZ vs CPSD overlap
3 institutions report holding both JULZ and CPSD.
JULZCPSD
Pick 2 to 4 ETFs.
We don’t have holdings for CPSD. 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 49 holding any
JULZ4.8% of its 13F dollars, 16.7% of its 18 holders
CPSD2.0% of its 13F dollars, 8.8% of its 34 holders
Largest institutions holding both
| Firm | JULZ | CPSD |
|---|---|---|
| Fiduciary Financial Advisors | $824K | $17K |
| Old Mission Capital LLC | $368K | $226K |
| Osaic Holdings, Inc. | $109K | $317K |
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: JULZ institutional holders, CPSD institutional holders.
Frequently asked questions
Do institutions hold both JULZ and CPSD?
3 Form 13F filers report positions in both, out of 49 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%.