PXI vs COPP overlap
14 institutions report holding both PXI and COPP.
PXICOPP
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.
14
institutions report holding both, of 109 holding any
PXI21.3% of its 13F dollars, 31.8% of its 44 holders
COPP12.0% of its 13F dollars, 17.7% of its 79 holders
Largest institutions holding both
| Firm | PXI | COPP |
|---|---|---|
| Morgan Stanley | $2.9M | $25K |
| Osaic Holdings, Inc. | $1.4M | $1.3M |
| Goldman Sachs Group Inc. | $1.5M | $913K |
| Cambridge Investment Research Advisors, Inc. | $1.0M | $604K |
| Cetera Investment Advisers | $807K | $654K |
| Susquehanna International Group, LLP | $237K | $676K |
| Royal Bank of Canada | $386K | $102K |
| UBS Group AG | $183K | $208K |
| IFP Advisors, Inc | $66K | $284K |
| Farther Finance Advisors, LLC | $72K | $275K |
| Steward Partners Investment Advisory, LLC | $43K | $3K |
| FMR LLC | $30K | $77 |
| Geneos Wealth Management Inc. | $28K | $1K |
| JPMorgan Chase & Co | $24K | $37 |
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: PXI institutional holders, COPP institutional holders.
Frequently asked questions
Do institutions hold both PXI and COPP?
14 Form 13F filers report positions in both, out of 109 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%.