SIXD vs BJAN overlap
20 institutions report holding both SIXD and BJAN.
SIXDBJAN
Pick 2 to 4 ETFs.
We don’t have holdings for SIXD, BJAN. 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.
20
institutions report holding both, of 166 holding any
SIXD66.8% of its 13F dollars, 36.4% of its 55 holders
BJAN19.6% of its 13F dollars, 15.3% of its 131 holders
Largest institutions holding both
| Firm | SIXD | BJAN |
|---|---|---|
| AE Wealth Management LLC | $154.1M | $305K |
| Lido Advisors, LLC | $22.1M | $6.4M |
| Commonwealth Equity Services, LLC | $1.3M | $14.6M |
| Osaic Holdings, Inc. | $4.4M | $7.8M |
| Raymond James Financial Inc. | $6.0M | $5.2M |
| Cetera Investment Advisers | $1.0M | $7.6M |
| MML Investors Services, LLC | $6.1M | $1.9M |
| LPL Financial LLC | $1.1M | $5.5M |
| FSA Advisors, Inc. | $2.4M | $2.2M |
| Cambridge Investment Research Advisors, Inc. | $656K | $2.2M |
| Kestra Advisory Services, LLC | $411K | $2.2M |
| Snowden Capital Advisors LLC | $1.0M | $1.0M |
| CoreCap Advisors, LLC | $24K | $1.7M |
| Outlook Wealth Advisors, LLC | $1.0M | $247K |
| Old Mission Capital LLC | $489K | $759K |
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: SIXD institutional holders, BJAN institutional holders.
Frequently asked questions
Do institutions hold both SIXD and BJAN?
20 Form 13F filers report positions in both, out of 166 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%.