ICOP vs FRI overlap
ICOP and FRI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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; FRI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | ICOP | FRI |
|---|---|---|
| LPL Financial LLC | $17.7M | $20.4M |
| Morgan Stanley | $19K | $27.2M |
| Cetera Investment Advisers | $356K | $15.9M |
| UBS Group AG | $45K | $8.9M |
| Citadel Advisors LLC | $4.4M | $1.4M |
| Bank of America Corp. | $2.5M | $1.4M |
| Susquehanna International Group, LLP | $1.7M | $1.3M |
| Osaic Holdings, Inc. | $2.2M | $531K |
| Benjamin Edwards Inc. | $304K | $2.4M |
| Raymond James Financial Inc. | $2.0M | $656K |
| Envestnet Asset Management Inc. | $809K | $1.7M |
| MML Investors Services, LLC | $1.5M | $361K |
| Royal Bank of Canada | $423K | $1.4M |
| Ameriprise Financial Inc. | $1.1M | $550K |
| HighTower Advisors, LLC | $1.1M | $536K |
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, FRI institutional holders.
Frequently asked questions
How much do ICOP and FRI overlap?
0.0% by weight, with 0 holdings in common, using holdings for ICOP as of June 30, 2026 and FRI as of June 30, 2026.
Do institutions hold both ICOP and FRI?
33 Form 13F filers report positions in both, out of 133 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%.