SIXF vs AUGZ overlap
6 institutions report holding both SIXF and AUGZ.
SIXFAUGZ
Pick 2 to 4 ETFs.
We don’t have holdings for SIXF. 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.
6
institutions report holding both, of 43 holding any
SIXF28.7% of its 13F dollars, 23.1% of its 26 holders
AUGZ9.5% of its 13F dollars, 26.1% of its 23 holders
Largest institutions holding both
| Firm | SIXF | AUGZ |
|---|---|---|
| Osaic Holdings, Inc. | $5.8M | $920K |
| Commonwealth Equity Services, LLC | $2.3M | $1.3M |
| Old Mission Capital LLC | $1.5M | $883K |
| Harbour Investments, Inc. | $114K | $27K |
| AE Wealth Management LLC | $68K | $63K |
| Compass Financial Management LLC | $9K | $29K |
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: SIXF institutional holders, AUGZ institutional holders.
Frequently asked questions
Do institutions hold both SIXF and AUGZ?
6 Form 13F filers report positions in both, out of 43 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%.