SIXO vs SEPZ overlap
16 institutions report holding both SIXO and SEPZ.
SIXOSEPZ
Pick 2 to 4 ETFs.
We don’t have holdings for SIXO. 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.
16
institutions report holding both, of 80 holding any
SIXO23.7% of its 13F dollars, 28.1% of its 57 holders
SEPZ56.3% of its 13F dollars, 41.0% of its 39 holders
Largest institutions holding both
| Firm | SIXO | SEPZ |
|---|---|---|
| AE Wealth Management LLC | $968K | $43.1M |
| Osaic Holdings, Inc. | $12.9M | $631K |
| Lloyd Advisory Services, LLC. | $25K | $7.4M |
| Elevated Capital Advisors, LLC | $4.0M | $2.2M |
| Envestnet Asset Management Inc. | $2.3M | $999K |
| IFG Advisory, LLC | $952K | $502K |
| Old Mission Capital LLC | $941K | $402K |
| Susquehanna International Group, LLP | $881K | $334K |
| Tounjian Advisory Partners, LLC | $42K | $764K |
| Harbour Investments, Inc. | $734K | $32K |
| Mosley Wealth Management | $32K | $70K |
| DHJJ Financial Advisors, Ltd. | $574 | $84K |
| CoreCap Advisors, LLC | $15K | $2K |
| Northwestern Mutual Wealth Management Co | $11K | $4K |
| Assetmark, Inc. | $12K | $2K |
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: SIXO institutional holders, SEPZ institutional holders.
Frequently asked questions
Do institutions hold both SIXO and SEPZ?
16 Form 13F filers report positions in both, out of 80 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%.