SIXH vs HEGD overlap

SIXH and HEGD overlap 3.9% by weight, across 1 shared holdings.

SIXHHEGD

Pick 2 to 4 ETFs.

3.9%

overlap by weight, across 1 shared holdings

SIXH3.9% of the fund is in shared holdings, of 50

HEGD92.3% of the fund is in shared holdings, of 1

Top shared holdings

Holding	SIXH	HEGD	Overlap
State Street SPDR S&P 500 ETF TrustSPY	3.88%	92.29%	3.88%

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: SIXH, SEC Form N-PORT, May 31, 2026; HEGD, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 93 holding any

SIXH97.7% of its 13F dollars, 30.8% of its 13 holders

HEGD4.5% of its 13F dollars, 4.8% of its 84 holders

Largest institutions holding both

Firm	SIXH	HEGD
HighTower Advisors, LLC	$531.3M	$429K
Envestnet Asset Management Inc.	$442K	$22.5M
Osaic Holdings, Inc.	$650K	$755K
Morgan Stanley	$48	$34

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: SIXH institutional holders, HEGD institutional holders.

Frequently asked questions

How much do SIXH and HEGD overlap?

3.9% by weight, with 1 holdings in common, using holdings for SIXH as of May 31, 2026 and HEGD as of May 31, 2026. The largest shared position is SPY.

Do institutions hold both SIXH and HEGD?

4 Form 13F filers report positions in both, out of 93 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%.