Who owns SIXJ
Which tracked institutional funds hold SIXJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SIXJ 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
8 tracked funds added or opened SIXJ while 11 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
SIXJ’s largest tracked holder by dollar value, OSAIC HOLDINGS, INC., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SIXJ 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 49 tracked filers holding SIXJ, 16 increased or opened the position and 30 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 SIXJ 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 1
- USA FINANCIAL FORMULAS$5M
Full exits 5
- USA FINANCIAL FORMULAS$4M
- Janney Montgomery Scott LLC$1M
- Gladstone Institutional Advisory LLC$1M
- Cambridge Investment Research Advisors, Inc.$1M
- Advisory Services Network, LLC$1M
Largest adds
- Allianz SE$2M
- OSAIC HOLDINGS, INC.$2M
- RFG Advisory, LLC$1M
- Kestra Advisory Services, LLC$935K
- COMMONWEALTH EQUITY SERVICES, LLC$737K
- Cetera Investment Advisers$391K
Largest trims
- RAYMOND JAMES FINANCIAL INC$4M
- RED CRANE WEALTH MANAGEMENT, LLC$566K
- Patriot Financial Group Insurance Agency, LLC$546K
- AE Wealth Management LLC$434K
- LPL Financial LLC$362K
- Orion Porfolio Solutions, LLC$277K
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 |
|---|---|---|---|---|
| OSAIC HOLDINGS, INC. added | 652,774 | $24M | 14.4% | 2026-Q2 |
| RFG Advisory, LLC added | 336,319 | $12M | 7.4% | 2026-Q2 |
| RED CRANE WEALTH MANAGEMENT, LLC trimmed | 290,848 | $11M | 6.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 285,356 | $10M | 6.3% | 2026-Q2 |
| Allianz SE added | 271,756 | $10M | 6.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 246,296 | $9M | 5.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 182,665 | $7M | 4.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 131,169 | $5M | 2.9% | 2026-Q2 |
| USA FINANCIAL FORMULAS new | 127,960 | $5M | 2.8% | 2026-Q2 |
| World Investment Advisors trimmed | 93,770 | $3M | 2.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 87,076 | $3M | 1.9% | 2026-Q2 |
| BIP Wealth, LLC trimmed | 66,516 | $2M | 1.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 59,358 | $2M | 1.3% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 38,671 | $1M | 0.9% | 2026-Q2 |
| RETIREMENT GUYS FORMULA LLC trimmed | 36,974 | $1M | 0.8% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 28,719 | $1M | 0.6% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 25,745 | $939K | 0.6% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 24,083 | $879K | 0.5% | 2026-Q2 |
| BCGM Wealth Management, LLC | 21,302 | $777K | 0.5% | 2026-Q2 |
| Comprehensive Financial Consultants Institutional, Inc. added | 19,563 | $714K | 0.4% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 17,740 | $647K | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 13,111 | $478K | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 12,320 | $449K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 11,188 | $408K | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 10,252 | $374K | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC | 9,700 | $354K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 9,070 | $331K | 0.2% | 2026-Q2 |
| Wealthquest Corp | 8,563 | $312K | 0.2% | 2026-Q2 |
| Secure Asset Management, LLC | 8,000 | $292K | 0.2% | 2026-Q2 |
| Vistica Wealth Advisors, LLC | 7,500 | $274K | 0.2% | 2026-Q2 |
| Csenge Advisory Group trimmed | 7,311 | $267K | 0.2% | 2026-Q2 |
| BridgePort Financial Solutions, LLC | 6,222 | $227K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC new | 5,840 | $213K | 0.1% | 2026-Q2 |
| Sequent Planning LLC trimmed | 5,524 | $202K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 3,362 | $123K | 0.1% | 2026-Q2 |
| Arax Advisory Partners | 2,227 | $81K | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 1,296 | $47K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 725 | $26K | 0.0% | 2026-Q2 |
| Elevated Capital Advisors, LLC | 628 | $23K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 426 | $16K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC added | 358 | $13K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 354 | $13K | 0.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 122 | $4K | 0.0% | 2026-Q2 |
| Kingdom Financial Group LLC. trimmed | 106 | $4K | 0.0% | 2026-Q2 |
| Networth Advisors, LLC | 91 | $3K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 51 | $2K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 47 | $2K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 27 | $1K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 10 | $365 | 0.0% | 2026-Q2 |
| USA FINANCIAL FORMULAS trimmed | 113,956 | $4M | 2.3% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 44,158 | $1M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Gladstone Institutional Advisory LLC added | 38,758 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 38,060 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 33,729 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 9,778 | $329K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 7,860 | $264K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. | 3,847 | $129K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC new | 785 | $26K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BARCLAYS PLC trimmed | 175 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allianz Investment Management LLC new | 205,303 | $7M | 4.2% | 2025-Q4 stale (2 quarters behind) |
| Fortis Capital Management LLC | 6,969 | $239K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| SECURED RETIREMENT ADVISORS, LLC trimmed | 5,908 | $203K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 73 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 46 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JPMORGAN CHASE & CO trimmed | 44 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Mid-American Wealth Advisory Group, Inc. added | 626,874 | $21M | 12.6% | 2025-Q3 stale (3 quarters behind) |
| Strategic Blueprint, LLC added | 63,332 | $2M | 1.3% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP new | 16,045 | $534K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| NWF Advisory Services Inc. new | 6,000 | $200K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Allianz Investment Management U.S. LLC | 5,000 | $167K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Pineridge Advisors LLC trimmed | 312 | $10K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 158,790 | $5M | 3.1% | 2025-Q2 stale (4 quarters behind) |
| B.O.S.S. Retirement Advisors, LLC added | 52,248 | $2M | 1.0% | 2025-Q2 stale (4 quarters behind) |
| HOWARD BAILEY SECURITIES, LLC added | 28,033 | $897K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Great Lakes Retirement, Inc. trimmed | 18,764 | $601K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| LifeWealth Investments, LLC added | 14,041 | $449K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Quest 10 Wealth Builders, Inc. added | 978 | $31K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC added | 958 | $31K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC added | 705 | $23K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Decker Retirement Planning Inc. added | 189 | $6K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Richard W. Paul & Associates, LLC | 50 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Global Retirement Partners, LLC new | 43 | $1K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Capital A Wealth Management, LLC trimmed | 37 | $982 | 0.0% | 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.