SIXZ vs RBUF overlap
9 institutions report holding both SIXZ and RBUF.
SIXZRBUF
Pick 2 to 4 ETFs.
We don’t have holdings for SIXZ, RBUF. 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.
9
institutions report holding both, of 56 holding any
SIXZ27.0% of its 13F dollars, 32.1% of its 28 holders
RBUF13.6% of its 13F dollars, 24.3% of its 37 holders
Largest institutions holding both
| Firm | SIXZ | RBUF |
|---|---|---|
| Envestnet Asset Management Inc. | $4.6M | $295K |
| Cetera Investment Advisers | $1.1M | $3.7M |
| Osaic Holdings, Inc. | $3.0M | $349K |
| Commonwealth Equity Services, LLC | $1.8M | $338K |
| Kestra Advisory Services, LLC | $1.4M | $541K |
| AE Wealth Management LLC | $767K | $577K |
| Harbour Investments, Inc. | $128K | $485K |
| LPL Financial LLC | $301K | $240K |
| IFP Advisors, Inc | $58K | $11K |
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, RBUF institutional holders.
Frequently asked questions
Do institutions hold both SIXZ and RBUF?
9 Form 13F filers report positions in both, out of 56 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%.