SIXP vs MARU overlap
5 institutions report holding both SIXP and MARU.
SIXPMARU
Pick 2 to 4 ETFs.
We don’t have holdings for SIXP, MARU. 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 30 holding any
SIXP46.8% of its 13F dollars, 20.8% of its 24 holders
MARU70.5% of its 13F dollars, 45.5% of its 11 holders
Largest institutions holding both
| Firm | SIXP | MARU |
|---|---|---|
| Allianz SE | $10.0M | $19.3M |
| Commonwealth Equity Services, LLC | $3.5M | $420K |
| Susquehanna International Group, LLP | $769K | $2.0M |
| IFP Advisors, Inc | $282K | $920 |
| Harbour Investments, Inc. | $175K | $65K |
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, MARU institutional holders.
Frequently asked questions
Do institutions hold both SIXP and MARU?
5 Form 13F filers report positions in both, out of 30 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%.