JUNZ vs CPSD overlap
2 institutions report holding both JUNZ and CPSD.
JUNZCPSD
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.
2
institutions report holding both, of 39 holding any
JUNZ2.4% of its 13F dollars, 28.6% of its 7 holders
CPSD2.0% of its 13F dollars, 5.9% of its 34 holders
Largest institutions holding both
| Firm | JUNZ | CPSD |
|---|---|---|
| Old Mission Capital LLC | $624K | $226K |
| Osaic Holdings, Inc. | $41K | $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: JUNZ institutional holders, CPSD institutional holders.
Frequently asked questions
Do institutions hold both JUNZ and CPSD?
2 Form 13F filers report positions in both, out of 39 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%.