SIXZ vs DDSQ overlap
5 institutions report holding both SIXZ and DDSQ.
SIXZDDSQ
Pick 2 to 4 ETFs.
We don’t have holdings for SIXZ, DDSQ. 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 47 holding any
SIXZ17.2% of its 13F dollars, 17.9% of its 28 holders
DDSQ8.6% of its 13F dollars, 20.8% of its 24 holders
Largest institutions holding both
| Firm | SIXZ | DDSQ |
|---|---|---|
| Envestnet Asset Management Inc. | $4.6M | $401K |
| Cetera Investment Advisers | $1.1M | $3.3M |
| Commonwealth Equity Services, LLC | $1.8M | $509K |
| AE Wealth Management LLC | $767K | $2K |
| IFP Advisors, Inc | $58K | $6K |
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: SIXZ institutional holders, DDSQ institutional holders.
Frequently asked questions
Do institutions hold both SIXZ and DDSQ?
5 Form 13F filers report positions in both, out of 47 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%.