RSJN vs CPSU overlap
2 institutions report holding both RSJN and CPSU.
RSJNCPSU
Pick 2 to 4 ETFs.
We don’t have holdings for RSJN, CPSU. 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 32 holding any
RSJN5.3% of its 13F dollars, 10.0% of its 20 holders
CPSU3.2% of its 13F dollars, 14.3% of its 14 holders
Largest institutions holding both
| Firm | RSJN | CPSU |
|---|---|---|
| Old Mission Capital LLC | $510K | $428K |
| Osaic Holdings, Inc. | $226K | $11K |
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: RSJN institutional holders, CPSU institutional holders.
Frequently asked questions
Do institutions hold both RSJN and CPSU?
2 Form 13F filers report positions in both, out of 32 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%.