XISE vs CPSA overlap
5 institutions report holding both XISE and CPSA.
XISECPSA
Pick 2 to 4 ETFs.
We don’t have holdings for CPSA. 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 56 holding any
XISE13.4% of its 13F dollars, 11.9% of its 42 holders
CPSA21.4% of its 13F dollars, 26.3% of its 19 holders
Largest institutions holding both
| Firm | XISE | CPSA |
|---|---|---|
| Susquehanna International Group, LLP | $1.8M | $2.1M |
| LPL Financial LLC | $236K | $1.4M |
| Old Mission Capital LLC | $774K | $367K |
| Cambridge Investment Research Advisors, Inc. | $429K | $518K |
| Osaic Holdings, Inc. | $66K | $741K |
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: XISE institutional holders, CPSA institutional holders.
Frequently asked questions
Do institutions hold both XISE and CPSA?
5 Form 13F filers report positions in both, out of 56 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%.