QBSV vs CPNS overlap
2 institutions report holding both QBSV and CPNS.
QBSVCPNS
Pick 2 to 4 ETFs.
We don’t have holdings for QBSV, CPNS. 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 21 holding any
QBSV17.7% of its 13F dollars, 40.0% of its 5 holders
CPNS13.5% of its 13F dollars, 11.1% of its 18 holders
Largest institutions holding both
| Firm | QBSV | CPNS |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.0M | $931K |
| Susquehanna International Group, LLP | $492K | $240K |
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: QBSV institutional holders, CPNS institutional holders.
Frequently asked questions
Do institutions hold both QBSV and CPNS?
2 Form 13F filers report positions in both, out of 21 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%.