SIXF vs DECM overlap
10 institutions report holding both SIXF and DECM.
SIXFDECM
Pick 2 to 4 ETFs.
We don’t have holdings for SIXF, DECM. 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.
10
institutions report holding both, of 55 holding any
SIXF54.7% of its 13F dollars, 38.5% of its 26 holders
DECM24.1% of its 13F dollars, 25.6% of its 39 holders
Largest institutions holding both
| Firm | SIXF | DECM |
|---|---|---|
| Osaic Holdings, Inc. | $5.8M | $53K |
| Commonwealth Equity Services, LLC | $2.3M | $1.8M |
| Kestra Advisory Services, LLC | $2.0M | $2.0M |
| LPL Financial LLC | $3.5M | $422K |
| Envestnet Asset Management Inc. | $1.6M | $819K |
| Old Mission Capital LLC | $1.5M | $888K |
| Cetera Investment Advisers | $942K | $470K |
| Susquehanna International Group, LLP | $823K | $547K |
| Harbour Investments, Inc. | $114K | $768K |
| AE Wealth Management LLC | $68K | $307K |
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, DECM institutional holders.
Frequently asked questions
Do institutions hold both SIXF and DECM?
10 Form 13F filers report positions in both, out of 55 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%.