RSDE vs CPSL overlap
8 institutions report holding both RSDE and CPSL.
RSDECPSL
Pick 2 to 4 ETFs.
We don’t have holdings for RSDE, CPSL. 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.
8
institutions report holding both, of 53 holding any
RSDE13.1% of its 13F dollars, 28.6% of its 28 holders
CPSL19.7% of its 13F dollars, 24.2% of its 33 holders
Largest institutions holding both
| Firm | RSDE | CPSL |
|---|---|---|
| Harbour Investments, Inc. | $50K | $4.5M |
| Commonwealth Equity Services, LLC | $488K | $3.2M |
| Cetera Investment Advisers | $2.4M | $495K |
| Capital Analysts, LLC | $329K | $2.3M |
| Osaic Holdings, Inc. | $1.4M | $559K |
| Fiduciary Financial Advisors | $1.8M | $2K |
| Old Mission Capital LLC | $977K | $329K |
| Susquehanna International Group, LLP | $434K | $397K |
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: RSDE institutional holders, CPSL institutional holders.
Frequently asked questions
Do institutions hold both RSDE and CPSL?
8 Form 13F filers report positions in both, out of 53 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%.