OCTM vs CPSN overlap
5 institutions report holding both OCTM and CPSN.
OCTMCPSN
Pick 2 to 4 ETFs.
We don’t have holdings for OCTM, CPSN. 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.
5
institutions report holding both, of 50 holding any
OCTM21.9% of its 13F dollars, 13.2% of its 38 holders
CPSN32.4% of its 13F dollars, 29.4% of its 17 holders
Largest institutions holding both
| Firm | OCTM | CPSN |
|---|---|---|
| Susquehanna International Group, LLP | $1.0M | $2.8M |
| Harbour Investments, Inc. | $1.4M | $1.3M |
| Commonwealth Equity Services, LLC | $563K | $1.3M |
| Old Mission Capital LLC | $778K | $382K |
| Capital Analysts, LLC | $269K | $51K |
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: OCTM institutional holders, CPSN institutional holders.
Frequently asked questions
Do institutions hold both OCTM and CPSN?
5 Form 13F filers report positions in both, out of 50 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%.