XBFR vs CPST overlap
3 institutions report holding both XBFR and CPST.
XBFRCPST
Pick 2 to 4 ETFs.
We don’t have holdings for XBFR, CPST. 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.
3
institutions report holding both, of 35 holding any
XBFR16.9% of its 13F dollars, 15.0% of its 20 holders
CPST11.5% of its 13F dollars, 16.7% of its 18 holders
Largest institutions holding both
| Firm | XBFR | CPST |
|---|---|---|
| Commonwealth Equity Services, LLC | $2.5M | $570K |
| Susquehanna International Group, LLP | $929K | $1.8M |
| Harbour Investments, Inc. | $16K | $26K |
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: XBFR institutional holders, CPST institutional holders.
Frequently asked questions
Do institutions hold both XBFR and CPST?
3 Form 13F filers report positions in both, out of 35 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%.