XNOV vs CPSM overlap
7 institutions report holding both XNOV and CPSM.
XNOVCPSM
Pick 2 to 4 ETFs.
We don’t have holdings for XNOV, CPSM. 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 57 holding any
XNOV29.9% of its 13F dollars, 20.6% of its 34 holders
CPSM13.4% of its 13F dollars, 23.3% of its 30 holders
Largest institutions holding both
| Firm | XNOV | CPSM |
|---|---|---|
| Cetera Investment Advisers | $4.4M | $978K |
| Commonwealth Equity Services, LLC | $1.6M | $1.1M |
| Osaic Holdings, Inc. | $1.7M | $476K |
| LPL Financial LLC | $286K | $600K |
| Susquehanna International Group, LLP | $366K | $476K |
| Harbour Investments, Inc. | $380K | $332K |
| IFP Advisors, Inc | $238K | $3K |
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: XNOV institutional holders, CPSM institutional holders.
Frequently asked questions
Do institutions hold both XNOV and CPSM?
7 Form 13F filers report positions in both, out of 57 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%.