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Institutional Ownership · SEC Form 13F

Who owns SIXD


Which tracked institutional funds hold SIXD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SIXD company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

25
Institutional holders
663K
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on SIXD is one-sided between 2025-Q4 and 2026-Q1: 2 added or opened and 6 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

SIXD’s largest tracked holder by dollar value, Allianz SE, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in SIXD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 25 tracked filers holding SIXD, 13 increased or opened the position and 13 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in SIXD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

Full exits 2

  • Allianz Investment Management LLC$7M
  • JANE STREET GROUP, LLC$810K

Largest adds

  • Allianz SE$7M
  • Patriot Financial Group Insurance Agency, LLC$576K

Largest trims

  • Elevated Capital Advisors, LLC$4M
  • RAYMOND JAMES FINANCIAL INC$1M
  • OSAIC HOLDINGS, INC.$525K
  • OLD MISSION CAPITAL LLC$348K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Allianz SE added263,663$7M16.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed90,428$3M5.5%2026-Q1
Patriot Financial Group Insurance Agency, LLC added39,148$1M2.4%2026-Q1
LPL Financial LLC added35,712$1M2.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added33,657$952K2.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed33,018$934K2.0%2026-Q1
Comprehensive Financial Consultants Institutional, Inc. added29,304$829K1.8%2026-Q1
Cetera Investment Advisers added23,774$672K1.5%2026-Q1
GOLDMAN SACHS GROUP INC trimmed19,635$555K1.2%2026-Q1
WORLD EQUITY GROUP, INC. added14,004$396K0.9%2026-Q1
Kestra Advisory Services, LLC added13,906$393K0.9%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed12,717$360K0.8%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed11,379$322K0.7%2026-Q1
OLD MISSION CAPITAL LLC trimmed10,048$284K0.6%2026-Q1
CITADEL ADVISORS LLC trimmed8,179$231K0.5%2026-Q1
AE Wealth Management LLC trimmed7,380$209K0.5%2026-Q1
JPMORGAN CHASE & CO trimmed5,784$161K0.3%2026-Q1
Elevated Capital Advisors, LLC trimmed3,417$97K0.2%2026-Q1
HARBOUR INVESTMENTS, INC. added2,757$78K0.2%2026-Q1
IFP Advisors, Inc added1,872$53K0.1%2026-Q1
Financial Network Wealth Advisors LLC986$28K0.1%2026-Q1
Lloyd Advisory Services, LLC. trimmed915$26K0.1%2026-Q1
Kingdom Financial Group LLC.915$26K0.1%2026-Q1
CoreCap Advisors, LLC new492$14K0.0%2026-Q1
ROYAL BANK OF CANADA new258$7K0.0%2026-Q1
Allianz Investment Management LLC new237,668$7M14.9%2025-Q4 stale
FSR Wealth Management Ltd. added165,522$5M9.8%2025-Q2 stale
SMART Wealth LLC trimmed149,011$4M8.9%2025-Q2 stale
FWG Investments, LLC. added135,075$4M8.0%2025-Q2 stale
Quest 10 Wealth Builders, Inc. added40,947$1M2.4%2025-Q2 stale
FSA Advisors, Inc. added40,239$1M2.4%2025-Q2 stale
Csenge Advisory Group trimmed34,760$929K2.0%2025-Q2 stale
Atria Wealth Solutions, Inc. added29,622$813K1.8%2025-Q2 stale
JANE STREET GROUP, LLC added28,033$810K1.8%2025-Q4 stale
LifeWealth Investments, LLC added27,577$757K1.6%2025-Q2 stale
TOWNSQUARE CAPITAL LLC21,416$562K1.2%2025-Q1 stale
TOUNJIAN ADVISORY PARTNERS, LLC18,196$477K1.0%2025-Q2 stale
RED CRANE WEALTH MANAGEMENT, LLC new14,260$374K0.8%2025-Q1 stale
B.O.S.S. Retirement Advisors, LLC trimmed10,821$297K0.6%2025-Q2 stale
Golden Reserve Retirement LLC new8,408$231K0.5%2025-Q2 stale
Signal Advisors Wealth, LLC trimmed7,674$217K0.5%2025-Q3 stale
UBS Group AG added6,395$181K0.4%2025-Q3 stale
BARCLAYS PLC trimmed5,222$148K0.3%2025-Q3 stale
Allianz Investment Management U.S. LLC5,000$142K0.3%2025-Q3 stale
Lord & Richards Wealth Management, LLC trimmed2,466$65K0.1%2025-Q1 stale
EXCHANGE TRADED CONCEPTS, LLC trimmed58$2K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership