SIXF vs DECP overlap
6 institutions report holding both SIXF and DECP.
SIXFDECP
Pick 2 to 4 ETFs.
We don’t have holdings for SIXF, DECP. 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 36 holding any
SIXF21.9% of its 13F dollars, 23.1% of its 26 holders
DECP36.7% of its 13F dollars, 37.5% of its 16 holders
Largest institutions holding both
| Firm | SIXF | DECP |
|---|---|---|
| Raymond James Financial Inc. | $608K | $7.6M |
| Commonwealth Equity Services, LLC | $2.3M | $1.9M |
| Envestnet Asset Management Inc. | $1.6M | $1.7M |
| Kestra Advisory Services, LLC | $2.0M | $354K |
| Cetera Investment Advisers | $942K | $260K |
| Royal Bank of Canada | $9K | $749K |
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, DECP institutional holders.
Frequently asked questions
Do institutions hold both SIXF and DECP?
6 Form 13F filers report positions in both, out of 36 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%.