USRT vs COPX overlap
USRT and COPX overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: USRT, SEC Form N-PORT, July 31, 2026; COPX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | USRT | COPX |
|---|---|---|
| Price T Rowe Associates Inc. | $319.1M | $212.1M |
| Bank of America Corp. | $147.2M | $233.0M |
| BlackRock, Inc. | $306.1M | $36K |
| Morgan Stanley | $56.6M | $229.7M |
| JPMorgan Chase & Co | $11.0M | $269.9M |
| LPL Financial LLC | $116.8M | $69.4M |
| US Bancorp | $185.7M | $77K |
| Northwestern Mutual Wealth Management Co | $127.5M | $11.1M |
| Susquehanna International Group, LLP | $2.3M | $123.7M |
| Goldman Sachs Group Inc. | $16.2M | $77.2M |
| UBS Group AG | $17.9M | $64.4M |
| Wells Fargo & Company | $4.3M | $66.4M |
| Cerity Partners LLC | $62.5M | $1.1M |
| Apollon Wealth Management, LLC | $55.9M | $1.6M |
| Royal Bank of Canada | $11.5M | $42.9M |
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: USRT institutional holders, COPX institutional holders.
Frequently asked questions
How much do USRT and COPX overlap?
0.0% by weight, with 0 holdings in common, using holdings for USRT as of July 31, 2026 and COPX as of July 31, 2026.
Do institutions hold both USRT and COPX?
137 Form 13F filers report positions in both, out of 783 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%.