SVAL vs SIXS overlap
SVAL and SIXS overlap 9.8% by weight, across 24 shared holdings.
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Top shared holdings
| Holding | SVAL | SIXS | Overlap |
|---|---|---|---|
| Progyny Inc.PGNY | 0.60% | 1.63% | 0.60% |
| PROG Holdings inPRG | 0.50% | 1.23% | 0.50% |
| Netscout SystemsNTCT | 0.50% | 1.56% | 0.50% |
| Scansource Inc.SCSC | 0.49% | 1.38% | 0.49% |
| Harmony BioscieHRMY | 0.45% | 1.26% | 0.45% |
| Calif Water SRVCCWT | 0.44% | 1.09% | 0.44% |
| ZIFF Davis Inc.ZD | 0.44% | 1.19% | 0.44% |
| HCI Group Inc.HCI | 0.44% | 2.01% | 0.44% |
| Horace Mann EDUCHMN | 0.43% | 2.39% | 0.43% |
| Pediatrix MedicaMD | 0.43% | 1.23% | 0.43% |
| Catalyst PharmacCPRX | 0.43% | 1.43% | 0.43% |
| Enact Holdings IACT | 0.41% | 2.25% | 0.41% |
| Cal-Maine FoodsCALM | 0.40% | 1.92% | 0.40% |
| Unitil Corp.UTL | 0.39% | 1.07% | 0.39% |
| KORN FerryKFY | 0.38% | 1.26% | 0.38% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: SVAL, SEC Form N-PORT, June 30, 2026; SIXS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SVAL | SIXS |
|---|---|---|
| Two Sigma Investments, LP | $1.5M | $373K |
| Morgan Stanley | $244K | $64 |
| UBS Group AG | $55K | $27K |
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: SVAL institutional holders, SIXS institutional holders.
Frequently asked questions
How much do SVAL and SIXS overlap?
9.8% by weight, with 24 holdings in common, using holdings for SVAL as of June 30, 2026 and SIXS as of May 31, 2026. The largest shared position is PGNY.
Do institutions hold both SVAL and SIXS?
3 Form 13F filers report positions in both, out of 50 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%.