SGDJ vs COPP overlap
23 institutions report holding both SGDJ and COPP.
SGDJCOPP
Pick 2 to 4 ETFs.
We don’t have holdings for SGDJ, 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.
23
institutions report holding both, of 112 holding any
SGDJ42.1% of its 13F dollars, 41.1% of its 56 holders
COPP36.4% of its 13F dollars, 29.1% of its 79 holders
Largest institutions holding both
| Firm | SGDJ | COPP |
|---|---|---|
| Jane Street Group, LLC | $2.0M | $3.7M |
| HighTower Advisors, LLC | $252K | $3.7M |
| Sprott Inc. | $2.5M | $995K |
| Royal Bank of Canada | $3.4M | $102K |
| Cambridge Investment Research Advisors, Inc. | $2.3M | $604K |
| Morgan Stanley | $2.8M | $25K |
| D. E. Shaw & Co., Inc. | $1.2M | $846K |
| Cetera Investment Advisers | $1.1M | $654K |
| Holcombe Financial, Inc. | $833K | $732K |
| Osaic Holdings, Inc. | $290K | $1.3M |
| National Bank of Canada | $8K | $1.0M |
| TD Waterhouse Canada Inc. | $258K | $141K |
| Belvedere Trading LLC | $57K | $267K |
| UBS Group AG | $115K | $208K |
| Simplex Trading, LLC | $47K | $245K |
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: SGDJ institutional holders, COPP institutional holders.
Frequently asked questions
Do institutions hold both SGDJ and COPP?
23 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%.