SIXP vs MAYZ overlap
2 institutions report holding both SIXP and MAYZ.
SIXPMAYZ
Pick 2 to 4 ETFs.
We don’t have holdings for SIXP. 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.
2
institutions report holding both, of 33 holding any
SIXP12.6% of its 13F dollars, 8.3% of its 24 holders
MAYZ2.3% of its 13F dollars, 18.2% of its 11 holders
Largest institutions holding both
| Firm | SIXP | MAYZ |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.5M | $723K |
| AE Wealth Management LLC | $428K | $2K |
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, MAYZ institutional holders.
Frequently asked questions
Do institutions hold both SIXP and MAYZ?
2 Form 13F filers report positions in both, out of 33 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%.