UOCT vs SIXO overlap
25 institutions report holding both UOCT and SIXO.
UOCTSIXO
Pick 2 to 4 ETFs.
We don’t have holdings for UOCT, SIXO. 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.
25
institutions report holding both, of 127 holding any
UOCT41.9% of its 13F dollars, 26.3% of its 95 holders
SIXO56.0% of its 13F dollars, 43.9% of its 57 holders
Largest institutions holding both
| Firm | UOCT | SIXO |
|---|---|---|
| Commonwealth Equity Services, LLC | $15.1M | $5.5M |
| Osaic Holdings, Inc. | $3.6M | $12.9M |
| RFG Advisory, LLC | $461K | $12.2M |
| LPL Financial LLC | $2.4M | $5.8M |
| Cetera Investment Advisers | $1.9M | $5.2M |
| Envestnet Asset Management Inc. | $2.9M | $2.3M |
| Cambridge Investment Research Advisors, Inc. | $814K | $4.2M |
| Kestra Advisory Services, LLC | $3.3M | $1.4M |
| Raymond James Financial Inc. | $2.3M | $1.6M |
| Foundations Investment Advisors, LLC | $2.3M | $286K |
| Susquehanna International Group, LLP | $1.6M | $881K |
| AE Wealth Management LLC | $1.0M | $968K |
| MML Investors Services, LLC | $1.5M | $206K |
| Old Mission Capital LLC | $348K | $941K |
| Citadel Advisors LLC | $799K | $200K |
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: UOCT institutional holders, SIXO institutional holders.
Frequently asked questions
Do institutions hold both UOCT and SIXO?
25 Form 13F filers report positions in both, out of 127 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%.