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Institutional Ownership · SEC Form 13F

Who owns SIXF


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

26
Institutional holders
1M
Shares held (tracked funds)

How the tape is positioned

2 tracked funds added or opened SIXF while 4 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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

SIXF’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 SIXF 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 26 tracked filers holding SIXF, 17 increased or opened the position and 10 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 SIXF 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 1

  • Allianz Investment Management LLC$7M

Largest adds

  • Allianz SE$8M
  • OSAIC HOLDINGS, INC.$1M

Largest trims

  • ENVESTNET ASSET MANAGEMENT INC$731K
  • LPL Financial LLC$380K
  • RFG Advisory, LLC$333K

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 added245,242$8M15.6%2026-Q1
OSAIC HOLDINGS, INC. added185,225$6M11.8%2026-Q1
LPL Financial LLC trimmed100,602$3M6.4%2026-Q1
RFG Advisory, LLC trimmed74,431$2M4.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added67,763$2M4.3%2026-Q1
Kestra Advisory Services, LLC added65,085$2M4.1%2026-Q1
Aegis Wealth Management, Inc. added52,915$2M3.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed47,742$1M3.0%2026-Q1
Golden Reserve Retirement LLC added45,061$1M2.9%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added41,737$1M2.7%2026-Q1
Cetera Investment Advisers added29,687$932K1.9%2026-Q1
Comprehensive Financial Consultants Institutional, Inc. added27,147$853K1.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed18,861$592K1.2%2026-Q1
OLD MISSION CAPITAL LLC trimmed15,672$492K1.0%2026-Q1
Fortis Capital Management LLC new15,630$491K1.0%2026-Q1
Patriot Financial Group Insurance Agency, LLC new13,460$423K0.9%2026-Q1
WORLD EQUITY GROUP, INC. added11,936$375K0.8%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed10,626$334K0.7%2026-Q1
CITADEL ADVISORS LLC trimmed8,505$267K0.5%2026-Q1
AE Wealth Management LLC trimmed4,072$128K0.3%2026-Q1
HARBOUR INVESTMENTS, INC. added3,337$105K0.2%2026-Q1
BARCLAYS PLC trimmed736$23K0.0%2026-Q1
GeoWealth Management, LLC452$14K0.0%2026-Q1
CoreCap Advisors, LLC new444$14K0.0%2026-Q1
IFP Advisors, Inc276$9K0.0%2026-Q1
US BANCORP \DE\ new32$1K0.0%2026-Q1
Allianz Investment Management LLC new221,173$7M14.3%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed93,728$3M5.6%2025-Q2 stale
FSR Wealth Management Ltd. trimmed38,352$1M2.4%2025-Q3 stale
FWG Investments, LLC. added35,518$1M2.2%2025-Q3 stale
SMART Wealth LLC trimmed35,049$1M2.1%2025-Q2 stale
JANE STREET GROUP, LLC trimmed19,203$535K1.1%2025-Q1 stale
FSA Advisors, Inc. added10,430$324K0.7%2025-Q3 stale
Quest 10 Wealth Builders, Inc. added10,109$314K0.6%2025-Q3 stale
Csenge Advisory Group added8,313$259K0.5%2025-Q3 stale
Balboa Wealth Partners8,471$236K0.5%2025-Q1 stale
Cambridge Investment Research Advisors, Inc. new7,933$221K0.4%2025-Q1 stale
Allianz Investment Management U.S. LLC5,000$155K0.3%2025-Q3 stale
Lord & Richards Wealth Management, LLC new569$16K0.0%2025-Q1 stale
UBS Group AG trimmed213$7K0.0%2025-Q4 stale
EXCHANGE TRADED CONCEPTS, LLC trimmed55$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