SEPM vs CPSO overlap
7 institutions report holding both SEPM and CPSO.
SEPMCPSO
Pick 2 to 4 ETFs.
We don’t have holdings for SEPM, CPSO. 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.
7
institutions report holding both, of 45 holding any
SEPM25.9% of its 13F dollars, 22.6% of its 31 holders
CPSO23.8% of its 13F dollars, 33.3% of its 21 holders
Largest institutions holding both
| Firm | SEPM | CPSO |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.5M | $670K |
| Susquehanna International Group, LLP | $553K | $1.6M |
| Old Mission Capital LLC | $1.2M | $319K |
| Cambridge Investment Research Advisors, Inc. | $211K | $634K |
| Harbour Investments, Inc. | $387K | $320K |
| Capital Analysts, LLC | $102K | $310K |
| Osaic Holdings, Inc. | $252K | $57K |
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: SEPM institutional holders, CPSO institutional holders.
Frequently asked questions
Do institutions hold both SEPM and CPSO?
7 Form 13F filers report positions in both, out of 45 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%.