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-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
3 tracked funds added or opened SIXF while 4 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 26 tracked filers holding SIXF, 12 increased or opened the position and 16 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 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.
Full exits 2
- Aegis Wealth Management, Inc.$2M
- Golden Reserve Retirement LLC$1M
Largest adds
- Allianz SE$2M
- OLD MISSION CAPITAL LLC$1M
- LPL Financial LLC$303K
Largest trims
- RFG Advisory, LLC$991K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$488K
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 |
|---|---|---|---|---|
| Allianz SE added | 291,553 | $10M | 19.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 169,539 | $6M | 11.2% | 2026-Q2 |
| LPL Financial LLC added | 101,614 | $3M | 6.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 66,393 | $2M | 4.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 58,607 | $2M | 3.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 47,700 | $2M | 3.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 44,516 | $2M | 2.9% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 39,507 | $1M | 2.6% | 2026-Q2 |
| Comprehensive Financial Consultants Institutional, Inc. added | 29,433 | $1M | 1.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 27,643 | $942K | 1.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 24,158 | $823K | 1.6% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 18,322 | $624K | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 17,838 | $608K | 1.2% | 2026-Q2 |
| Fortis Capital Management LLC | 15,630 | $533K | 1.0% | 2026-Q2 |
| BECK CAPITAL MANAGEMENT, LLC new | 11,896 | $405K | 0.8% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 11,317 | $386K | 0.7% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 6,730 | $229K | 0.4% | 2026-Q2 |
| Stonebridge Financial Group, LLC / MO new | 5,987 | $204K | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 3,337 | $114K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 2,005 | $68K | 0.1% | 2026-Q2 |
| MORGAN STANLEY new | 2,000 | $68K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC | 444 | $15K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 399 | $14K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 286 | $10K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 265 | $9K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 254 | $9K | 0.0% | 2026-Q2 |
| Aegis Wealth Management, Inc. added | 52,915 | $2M | 3.2% | 2026-Q1 stale (1 quarter behind) |
| Golden Reserve Retirement LLC added | 45,061 | $1M | 2.7% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 8,505 | $267K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| GeoWealth Management, LLC | 452 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| US BANCORP \DE\ new | 32 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allianz Investment Management LLC new | 221,173 | $7M | 13.7% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 213 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 55 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FSR Wealth Management Ltd. trimmed | 38,352 | $1M | 2.3% | 2025-Q3 stale (3 quarters behind) |
| FWG Investments, LLC. added | 35,518 | $1M | 2.1% | 2025-Q3 stale (3 quarters behind) |
| FSA Advisors, Inc. added | 10,430 | $324K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Quest 10 Wealth Builders, Inc. added | 10,109 | $314K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Csenge Advisory Group added | 8,313 | $259K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Allianz Investment Management U.S. LLC | 5,000 | $155K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 93,728 | $3M | 5.4% | 2025-Q2 stale (4 quarters behind) |
| SMART Wealth LLC trimmed | 35,049 | $1M | 2.0% | 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.