SIXF vs DDFY overlap
11 institutions report holding both SIXF and DDFY.
SIXFDDFY
Pick 2 to 4 ETFs.
We don’t have holdings for SIXF, DDFY. 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.
11
institutions report holding both, of 56 holding any
SIXF45.7% of its 13F dollars, 42.3% of its 26 holders
DDFY37.9% of its 13F dollars, 26.8% of its 41 holders
Largest institutions holding both
| Firm | SIXF | DDFY |
|---|---|---|
| Osaic Holdings, Inc. | $5.8M | $30K |
| Commonwealth Equity Services, LLC | $2.3M | $2.8M |
| Harbour Investments, Inc. | $114K | $3.1M |
| AE Wealth Management LLC | $68K | $2.5M |
| Kestra Advisory Services, LLC | $2.0M | $444K |
| Old Mission Capital LLC | $1.5M | $662K |
| Cetera Investment Advisers | $942K | $1.2M |
| Envestnet Asset Management Inc. | $1.6M | $310K |
| Susquehanna International Group, LLP | $823K | $941K |
| Independent Financial Group, LLC | $386K | $443K |
| IFP Advisors, Inc | $10K | $629K |
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, DDFY institutional holders.
Frequently asked questions
Do institutions hold both SIXF and DDFY?
11 Form 13F filers report positions in both, out of 56 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%.