SIXA vs SDOG overlap
SIXA and SDOG overlap 18.8% by weight, across 11 shared holdings.
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Top shared holdings
| Holding | SIXA | SDOG | Overlap |
|---|---|---|---|
| US BancorpUSB | 2.53% | 2.03% | 2.03% |
| Altria Group Inc.MO | 5.01% | 1.93% | 1.93% |
| Pfizer Inc.PFE | 2.56% | 1.86% | 1.86% |
| Bristol-MYER SQBBMY | 2.47% | 1.83% | 1.83% |
| ConocophillipsCOP | 2.37% | 1.76% | 1.76% |
| Verizon CommunicVZ | 3.90% | 1.76% | 1.76% |
| At&T Inc.T | 3.72% | 1.69% | 1.69% |
| T-Mobile US Inc.TMUS | 2.51% | 1.63% | 1.63% |
| Comcast Corp.-aCMCSA | 2.41% | 1.56% | 1.56% |
| Merck & CoMRK | 1.42% | 1.94% | 1.42% |
| Abbvie Inc.ABBV | 1.35% | 1.87% | 1.35% |
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: SIXA, SEC Form N-PORT, May 31, 2026; SDOG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SIXA | SDOG |
|---|---|---|
| HighTower Advisors, LLC | $446.6M | $1.1M |
| Morgan Stanley | $80 | $71.3M |
| UBS Group AG | $31K | $18.5M |
| Captrust Financial Advisors | $5.9M | $351K |
| Cambridge Investment Research Advisors, Inc. | $1.4M | $3.7M |
| Mariner, LLC | $2.4M | $1.6M |
| Osaic Holdings, Inc. | $503K | $2.8M |
| AQR Capital Management LLC | $353K | $2.6M |
| JPMorgan Chase & Co | $561K | $110K |
| National Bank of Canada | $4K | $30K |
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: SIXA institutional holders, SDOG institutional holders.
Frequently asked questions
How much do SIXA and SDOG overlap?
18.8% by weight, with 11 holdings in common, using holdings for SIXA as of May 31, 2026 and SDOG as of May 31, 2026. The largest shared position is USB.
Do institutions hold both SIXA and SDOG?
10 Form 13F filers report positions in both, out of 178 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%.