ICOP vs CRTC overlap
ICOP and CRTC overlap 2.0% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | ICOP | CRTC | Overlap |
|---|---|---|---|
| BHP Group Ltd.BHP | 8.18% | 1.06% | 1.06% |
| Freeport-McMoranFCX | 7.91% | 0.44% | 0.44% |
| TECK Resources-BTECK | 5.38% | 0.14% | 0.14% |
| Lundin Mining CoLUN | 4.35% | 0.09% | 0.09% |
| First QuantumFM | 4.25% | 0.09% | 0.09% |
| Antofagasta PLCANTO | 4.63% | 0.09% | 0.09% |
| South32 Ltd.S32 | 0.70% | 0.07% | 0.07% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: ICOP, SEC Form N-PORT, June 30, 2026; CRTC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ICOP | CRTC |
|---|---|---|
| LPL Financial LLC | $17.7M | $7.0M |
| Wealth Enhancement Advisory Services, LLC | $504K | $5.7M |
| Jane Street Group, LLC | $5.4M | $789K |
| Commonwealth Equity Services, LLC | $267K | $5.7M |
| Citadel Advisors LLC | $4.4M | $974K |
| Old Mission Capital LLC | $2.0M | $2.7M |
| Envestnet Asset Management Inc. | $809K | $3.0M |
| Cetera Investment Advisers | $356K | $3.2M |
| Cambridge Investment Research Advisors, Inc. | $1.6M | $1.6M |
| Royal Bank of Canada | $423K | $2.7M |
| Bank of America Corp. | $2.5M | $283K |
| Osaic Holdings, Inc. | $2.2M | $23K |
| Morgan Stanley | $19K | $1.8M |
| Farther Finance Advisors, LLC | $129K | $822K |
| FMR LLC | $227K | $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: ICOP institutional holders, CRTC institutional holders.
Frequently asked questions
How much do ICOP and CRTC overlap?
2.0% by weight, with 7 holdings in common, using holdings for ICOP as of June 30, 2026 and CRTC as of May 31, 2026. The largest shared position is BHP.
Do institutions hold both ICOP and CRTC?
15 Form 13F filers report positions in both, out of 112 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%.