SPXE vs COPP overlap
10 institutions report holding both SPXE and COPP.
SPXECOPP
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.
10
institutions report holding both, of 105 holding any
SPXE37.0% of its 13F dollars, 27.8% of its 36 holders
COPP10.8% of its 13F dollars, 12.7% of its 79 holders
Largest institutions holding both
| Firm | SPXE | COPP |
|---|---|---|
| Goldman Sachs Group Inc. | $9.5M | $913K |
| JPMorgan Chase & Co | $4.2M | $37 |
| Kestra Advisory Services, LLC | $507K | $1.3M |
| Osaic Holdings, Inc. | $222K | $1.3M |
| Susquehanna International Group, LLP | $228K | $676K |
| Royal Bank of Canada | $556K | $102K |
| UBS Group AG | $25K | $208K |
| Washington Trust Advisors, Inc. | $16K | $15K |
| Morgan Stanley | $201 | $25K |
| Steward Partners Investment Advisory, LLC | $4K | $3K |
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: SPXE institutional holders, COPP institutional holders.
Frequently asked questions
Do institutions hold both SPXE and COPP?
10 Form 13F filers report positions in both, out of 105 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%.