JULZ vs CPSJ overlap
3 institutions report holding both JULZ and CPSJ.
JULZCPSJ
Pick 2 to 4 ETFs.
We don’t have holdings for 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.
3
institutions report holding both, of 46 holding any
JULZ4.8% of its 13F dollars, 16.7% of its 18 holders
CPSJ9.0% of its 13F dollars, 9.7% of its 31 holders
Largest institutions holding both
| Firm | JULZ | CPSJ |
|---|---|---|
| Osaic Holdings, Inc. | $109K | $1.9M |
| Fiduciary Financial Advisors | $824K | $91K |
| Old Mission Capital LLC | $368K | $486K |
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, CPSJ institutional holders.
Frequently asked questions
Do institutions hold both JULZ and CPSJ?
3 Form 13F filers report positions in both, out of 46 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%.