PBMY vs CPSM overlap
2 institutions report holding both PBMY and CPSM.
PBMYCPSM
Pick 2 to 4 ETFs.
We don’t have holdings for PBMY, CPSM. 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 42 holding any
PBMY6.8% of its 13F dollars, 14.3% of its 14 holders
CPSM5.4% of its 13F dollars, 6.7% of its 30 holders
Largest institutions holding both
| Firm | PBMY | CPSM |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.2M | $1.1M |
| Blue Water Asset Management | $750K | $467K |
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: PBMY institutional holders, CPSM institutional holders.
Frequently asked questions
Do institutions hold both PBMY and CPSM?
2 Form 13F filers report positions in both, out of 42 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%.