NOVP vs CPSD overlap
3 institutions report holding both NOVP and CPSD.
NOVPCPSD
Pick 2 to 4 ETFs.
We don’t have holdings for NOVP, 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 45 holding any
NOVP8.3% of its 13F dollars, 21.4% of its 14 holders
CPSD6.6% of its 13F dollars, 8.8% of its 34 holders
Largest institutions holding both
| Firm | NOVP | CPSD |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.2M | $1.6M |
| Old Mission Capital LLC | $694K | $226K |
| Steward Partners Investment Advisory, LLC | $418K | $17K |
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: NOVP institutional holders, CPSD institutional holders.
Frequently asked questions
Do institutions hold both NOVP and CPSD?
3 Form 13F filers report positions in both, out of 45 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%.