SEPM vs CPSY overlap
10 institutions report holding both SEPM and CPSY.
SEPMCPSY
Pick 2 to 4 ETFs.
We don’t have holdings for SEPM, CPSY. 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.
10
institutions report holding both, of 41 holding any
SEPM29.9% of its 13F dollars, 32.3% of its 31 holders
CPSY25.3% of its 13F dollars, 50.0% of its 20 holders
Largest institutions holding both
| Firm | SEPM | CPSY |
|---|---|---|
| Cetera Investment Advisers | $1.0M | $978K |
| Old Mission Capital LLC | $1.2M | $306K |
| Mariner, LLC | $661K | $657K |
| Susquehanna International Group, LLP | $553K | $689K |
| Cambridge Investment Research Advisors, Inc. | $211K | $766K |
| Harbour Investments, Inc. | $387K | $240K |
| Waverly Advisors, LLC | $382K | $219K |
| Osaic Holdings, Inc. | $252K | $154K |
| Capital Analysts, LLC | $102K | $83K |
| UBS Group AG | $64K | $51K |
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, CPSY institutional holders.
Frequently asked questions
Do institutions hold both SEPM and CPSY?
10 Form 13F filers report positions in both, out of 41 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%.