XFEB vs CPST overlap
5 institutions report holding both XFEB and CPST.
XFEBCPST
Pick 2 to 4 ETFs.
We don’t have holdings for XFEB, 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.
5
institutions report holding both, of 39 holding any
XFEB27.9% of its 13F dollars, 19.2% of its 26 holders
CPST24.3% of its 13F dollars, 27.8% of its 18 holders
Largest institutions holding both
| Firm | XFEB | CPST |
|---|---|---|
| Osaic Holdings, Inc. | $2.5M | $2.6M |
| Commonwealth Equity Services, LLC | $2.1M | $570K |
| Susquehanna International Group, LLP | $567K | $1.8M |
| Harbour Investments, Inc. | $510K | $26K |
| Creative Financial Designs Inc. | $4K | $8K |
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: XFEB institutional holders, CPST institutional holders.
Frequently asked questions
Do institutions hold both XFEB and CPST?
5 Form 13F filers report positions in both, out of 39 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%.