SEPM vs CPSR overlap
6 institutions report holding both SEPM and CPSR.
SEPMCPSR
Pick 2 to 4 ETFs.
We don’t have holdings for SEPM, CPSR. 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.
6
institutions report holding both, of 44 holding any
SEPM26.4% of its 13F dollars, 19.4% of its 31 holders
CPSR12.1% of its 13F dollars, 31.6% of its 19 holders
Largest institutions holding both
| Firm | SEPM | CPSR |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.5M | $718K |
| Old Mission Capital LLC | $1.2M | $229K |
| Susquehanna International Group, LLP | $553K | $689K |
| Waverly Advisors, LLC | $382K | $250K |
| Harbour Investments, Inc. | $387K | $48K |
| Osaic Holdings, Inc. | $252K | $40K |
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, CPSR institutional holders.
Frequently asked questions
Do institutions hold both SEPM and CPSR?
6 Form 13F filers report positions in both, out of 44 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%.