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-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SIXD is one-sided between 2026-Q1 and 2026-Q2: 33 added or opened and 1 trimmed or exited — on balance accumulating.
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, AE Wealth Management LLC, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp 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 2026-Q1 and 2026-Q2, across 54 tracked filers holding SIXD, 49 increased or opened the position and 8 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 2026-Q1 and 2026-Q2 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.
New buyers 24
- Lido Advisors, LLC$22M
- Wellment Financial$7M
- B.O.S.S. Retirement Advisors, LLC$6M
- FWG Investments, LLC.$6M
- MML INVESTORS SERVICES, LLC$6M
- HOWARD BAILEY SECURITIES, LLC$6M
Largest adds
- AE Wealth Management LLC$154M
- Lloyd Advisory Services, LLC.$19M
- RAYMOND JAMES FINANCIAL INC$5M
- Elevated Capital Advisors, LLC$3M
- Allianz SE$2M
- OSAIC HOLDINGS, INC.$2M
Largest trims
- Patriot Financial Group Insurance Agency, LLC$467K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AE Wealth Management LLC added | 4,998,493 | $154M | 49.4% | 2026-Q2 |
| Lido Advisors, LLC new | 716,286 | $22M | 7.1% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 623,128 | $19M | 6.2% | 2026-Q2 |
| Allianz SE added | 315,068 | $10M | 3.1% | 2026-Q2 |
| Wellment Financial added | 231,989 | $7M | 2.3% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC added | 207,628 | $6M | 2.1% | 2026-Q2 |
| FWG Investments, LLC. added | 207,396 | $6M | 2.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 196,616 | $6M | 1.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 195,876 | $6M | 1.9% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC added | 192,711 | $6M | 1.9% | 2026-Q2 |
| SMART Wealth LLC added | 189,841 | $6M | 1.9% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC added | 187,992 | $6M | 1.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 142,694 | $4M | 1.4% | 2026-Q2 |
| Richmond Brothers, Inc. new | 111,640 | $3M | 1.1% | 2026-Q2 |
| Integrated Wealth Management new | 108,476 | $3M | 1.1% | 2026-Q2 |
| Elevated Capital Advisors, LLC added | 105,606 | $3M | 1.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC added | 87,315 | $3M | 0.9% | 2026-Q2 |
| Centennial Advisors, LLC new | 82,075 | $3M | 0.8% | 2026-Q2 |
| LifeWealth Investments, LLC added | 78,906 | $2M | 0.8% | 2026-Q2 |
| FSA Advisors, Inc. added | 77,438 | $2M | 0.8% | 2026-Q2 |
| Great Lakes Retirement, Inc. trimmed | 74,843 | $2M | 0.7% | 2026-Q2 |
| Golden Reserve Retirement LLC added | 65,339 | $2M | 0.6% | 2026-Q2 |
| POM Investment Strategies, LLC new | 63,582 | $2M | 0.6% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. added | 58,666 | $2M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 41,753 | $1M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 36,083 | $1M | 0.4% | 2026-Q2 |
| Kingdom Financial Group LLC. added | 34,475 | $1M | 0.3% | 2026-Q2 |
| Outlook Wealth Advisors, LLC new | 33,766 | $1M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 33,522 | $1M | 0.3% | 2026-Q2 |
| Snowden Capital Advisors LLC new | 32,991 | $1M | 0.3% | 2026-Q2 |
| Networth Advisors, LLC new | 31,486 | $971K | 0.3% | 2026-Q2 |
| Comprehensive Financial Consultants Institutional, Inc. added | 29,730 | $917K | 0.3% | 2026-Q2 |
| Csenge Advisory Group trimmed | 29,693 | $916K | 0.3% | 2026-Q2 |
| Montgomery Financial Services LLC new | 23,697 | $731K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 21,520 | $664K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 21,118 | $651K | 0.2% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 20,760 | $640K | 0.2% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 20,516 | $633K | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 15,850 | $489K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 13,331 | $411K | 0.1% | 2026-Q2 |
| Blackston Financial Advisory Group, LLC new | 12,263 | $378K | 0.1% | 2026-Q2 |
| Mosley Wealth Management new | 11,389 | $351K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 9,904 | $305K | 0.1% | 2026-Q2 |
| McAdam, LLC new | 8,551 | $264K | 0.1% | 2026-Q2 |
| Decker Retirement Planning Inc. new | 5,813 | $179K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 4,945 | $152K | 0.0% | 2026-Q2 |
| Key Capital Management, INC new | 3,036 | $94K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 1,862 | $57K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 1,085 | $34K | 0.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 986 | $30K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC added | 780 | $24K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 471 | $15K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 205 | $6K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. new | 165 | $5K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,717 | $360K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 11,379 | $322K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 8,179 | $231K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO trimmed | 5,784 | $161K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Allianz Investment Management LLC new | 237,668 | $7M | 2.2% | 2025-Q4 stale (2 quarters behind) |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 58 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Signal Advisors Wealth, LLC trimmed | 7,674 | $217K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG added | 6,395 | $181K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| BARCLAYS PLC trimmed | 5,222 | $148K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Allianz Investment Management U.S. LLC | 5,000 | $142K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. added | 29,622 | $813K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.
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.