TRUD vs COPJ overlap
4 institutions report holding both TRUD and COPJ.
TRUDCOPJ
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.
4
institutions report holding both, of 53 holding any
TRUD3.2% of its 13F dollars, 30.8% of its 13 holders
COPJ23.3% of its 13F dollars, 9.1% of its 44 holders
Largest institutions holding both
| Firm | TRUD | COPJ |
|---|---|---|
| Jane Street Group, LLC | $471K | $4.4M |
| Susquehanna International Group, LLP | $349K | $1.5M |
| Citadel Advisors LLC | $245K | $1.6M |
| Morgan Stanley | $2K | $17K |
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: TRUD institutional holders, COPJ institutional holders.
Frequently asked questions
Do institutions hold both TRUD and COPJ?
4 Form 13F filers report positions in both, out of 53 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%.