SIXH vs PMAR overlap
7 institutions report holding both SIXH and PMAR.
SIXHPMAR
Pick 2 to 4 ETFs.
We don’t have holdings for PMAR. 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.
7
institutions report holding both, of 218 holding any
SIXH99.5% of its 13F dollars, 53.9% of its 13 holders
PMAR10.4% of its 13F dollars, 3.3% of its 212 holders
Largest institutions holding both
| Firm | SIXH | PMAR |
|---|---|---|
| HighTower Advisors, LLC | $531.3M | $8.4M |
| Osaic Holdings, Inc. | $650K | $35.9M |
| CoreCap Advisors, LLC | $14 | $7.1M |
| Captrust Financial Advisors | $5.9M | $325K |
| Envestnet Asset Management Inc. | $442K | $5.4M |
| Arkadios Wealth Advisors | $3.2M | $1.6M |
| Keating Financial Advisory Services, Inc. | $771K | $3.8M |
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, PMAR institutional holders.
Frequently asked questions
Do institutions hold both SIXH and PMAR?
7 Form 13F filers report positions in both, out of 218 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%.