SIXP vs DDTN overlap
8 institutions report holding both SIXP and DDTN.
SIXPDDTN
Pick 2 to 4 ETFs.
We don’t have holdings for SIXP, DDTN. 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.
8
institutions report holding both, of 39 holding any
SIXP31.7% of its 13F dollars, 33.3% of its 24 holders
DDTN19.8% of its 13F dollars, 34.8% of its 23 holders
Largest institutions holding both
| Firm | SIXP | DDTN |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.5M | $1.2M |
| Osaic Holdings, Inc. | $4.3M | $114K |
| Susquehanna International Group, LLP | $769K | $2.3M |
| AE Wealth Management LLC | $428K | $1.7M |
| JPMorgan Chase & Co | $262K | $404K |
| IFP Advisors, Inc | $282K | $313K |
| Envestnet Asset Management Inc. | $241K | $276K |
| Harbour Investments, Inc. | $175K | $13K |
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: SIXP institutional holders, DDTN institutional holders.
Frequently asked questions
Do institutions hold both SIXP and DDTN?
8 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%.