SIXF vs NOVZ overlap
5 institutions report holding both SIXF and NOVZ.
SIXFNOVZ
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.
5
institutions report holding both, of 39 holding any
SIXF31.9% of its 13F dollars, 19.2% of its 26 holders
NOVZ4.7% of its 13F dollars, 27.8% of its 18 holders
Largest institutions holding both
| Firm | SIXF | NOVZ |
|---|---|---|
| Osaic Holdings, Inc. | $5.8M | $563K |
| LPL Financial LLC | $3.5M | $218K |
| Old Mission Capital LLC | $1.5M | $820K |
| AE Wealth Management LLC | $68K | $27K |
| Compass Financial Management LLC | $9K | $530 |
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, NOVZ institutional holders.
Frequently asked questions
Do institutions hold both SIXF and NOVZ?
5 Form 13F filers report positions in both, out of 39 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%.