SIXO vs QCAP overlap
15 institutions report holding both SIXO and QCAP.
SIXOQCAP
Pick 2 to 4 ETFs.
We don’t have holdings for SIXO, QCAP. 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.
15
institutions report holding both, of 78 holding any
SIXO42.6% of its 13F dollars, 26.3% of its 57 holders
QCAP19.8% of its 13F dollars, 41.7% of its 36 holders
Largest institutions holding both
| Firm | SIXO | QCAP |
|---|---|---|
| Osaic Holdings, Inc. | $12.9M | $131K |
| First Heartland Consultants, Inc. | $1.1M | $7.3M |
| LPL Financial LLC | $5.8M | $1.9M |
| Cetera Investment Advisers | $5.2M | $2.5M |
| Commonwealth Equity Services, LLC | $5.5M | $1.5M |
| Cambridge Investment Research Advisors, Inc. | $4.2M | $449K |
| Kestra Advisory Services, LLC | $1.4M | $1.5M |
| Envestnet Asset Management Inc. | $2.3M | $378K |
| Susquehanna International Group, LLP | $881K | $1.7M |
| Raymond James Financial Inc. | $1.6M | $660K |
| Harbour Investments, Inc. | $734K | $1.1M |
| AE Wealth Management LLC | $968K | $137K |
| MML Investors Services, LLC | $206K | $365K |
| DHJJ Financial Advisors, Ltd. | $574 | $391K |
| Creative Financial Designs Inc. | $130K | $18K |
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: SIXO institutional holders, QCAP institutional holders.
Frequently asked questions
Do institutions hold both SIXO and QCAP?
15 Form 13F filers report positions in both, out of 78 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%.