NBET vs COPJ overlap
8 institutions report holding both NBET and COPJ.
NBETCOPJ
Pick 2 to 4 ETFs.
We don’t have holdings for COPJ. 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 50 holding any
NBET41.4% of its 13F dollars, 57.1% of its 14 holders
COPJ15.4% of its 13F dollars, 18.2% of its 44 holders
Largest institutions holding both
| Firm | NBET | COPJ |
|---|---|---|
| LPL Financial LLC | $9.3M | $822K |
| HighTower Advisors, LLC | $2.2M | $446K |
| Citadel Advisors LLC | $286K | $1.6M |
| Royal Bank of Canada | $708K | $408K |
| PNC Financial Services Group, Inc. | $8K | $1.1M |
| Envestnet Asset Management Inc. | $278K | $447K |
| Osaic Holdings, Inc. | $98K | $143K |
| Harbour Investments, Inc. | $40K | $19K |
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: NBET institutional holders, COPJ institutional holders.
Frequently asked questions
Do institutions hold both NBET and COPJ?
8 Form 13F filers report positions in both, out of 50 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%.