COPP vs BBP overlap
8 institutions report holding both COPP and BBP.
COPPBBP
Pick 2 to 4 ETFs.
We don’t have holdings for COPP. 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.
8
institutions report holding both, of 97 holding any
COPP10.3% of its 13F dollars, 10.1% of its 79 holders
BBP31.7% of its 13F dollars, 30.8% of its 26 holders
Largest institutions holding both
| Firm | COPP | BBP |
|---|---|---|
| Royal Bank of Canada | $102K | $9.4M |
| Cetera Investment Advisers | $654K | $1.7M |
| Susquehanna International Group, LLP | $676K | $1.0M |
| Kestra Advisory Services, LLC | $1.3M | $400K |
| Osaic Holdings, Inc. | $1.3M | $30K |
| Morgan Stanley | $25K | $1.1M |
| Farther Finance Advisors, LLC | $275K | $2K |
| Steward Partners Investment Advisory, LLC | $3K | $11K |
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: COPP institutional holders, BBP institutional holders.
Frequently asked questions
Do institutions hold both COPP and BBP?
8 Form 13F filers report positions in both, out of 97 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%.