TJAN vs CPSR overlap
7 institutions report holding both TJAN and CPSR.
TJANCPSR
Pick 2 to 4 ETFs.
We don’t have holdings for TJAN, 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.
7
institutions report holding both, of 37 holding any
TJAN14.8% of its 13F dollars, 28.0% of its 25 holders
CPSR14.7% of its 13F dollars, 36.8% of its 19 holders
Largest institutions holding both
| Firm | TJAN | CPSR |
|---|---|---|
| Commonwealth Equity Services, LLC | $983K | $718K |
| Susquehanna International Group, LLP | $279K | $689K |
| Old Mission Capital LLC | $559K | $229K |
| MML Investors Services, LLC | $364K | $205K |
| Farther Finance Advisors, LLC | $91K | $463K |
| Osaic Holdings, Inc. | $113K | $40K |
| Harbour Investments, Inc. | $2K | $48K |
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: TJAN institutional holders, CPSR institutional holders.
Frequently asked questions
Do institutions hold both TJAN and CPSR?
7 Form 13F filers report positions in both, out of 37 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%.