XJAN vs CPSA overlap
6 institutions report holding both XJAN and CPSA.
XJANCPSA
Pick 2 to 4 ETFs.
We don’t have holdings for XJAN, 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.
6
institutions report holding both, of 46 holding any
XJAN24.7% of its 13F dollars, 18.2% of its 33 holders
CPSA24.9% of its 13F dollars, 31.6% of its 19 holders
Largest institutions holding both
| Firm | XJAN | CPSA |
|---|---|---|
| Susquehanna International Group, LLP | $1.7M | $2.1M |
| Commonwealth Equity Services, LLC | $1.2M | $1.3M |
| Osaic Holdings, Inc. | $1.3M | $741K |
| LPL Financial LLC | $294K | $1.4M |
| Old Mission Capital LLC | $1.2M | $367K |
| Steward Partners Investment Advisory, LLC | $73K | $23K |
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: XJAN institutional holders, CPSA institutional holders.
Frequently asked questions
Do institutions hold both XJAN and CPSA?
6 Form 13F filers report positions in both, out of 46 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%.