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Institutional Ownership · SEC Form 13F

Who owns SIXJ (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

53
Institutional holders
3,502,673
Shares held (tracked funds)

How the tape is positioned

7 tracked funds added or opened SIXJ while 6 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

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 2025-Q4 and 2026-Q1, across 53 tracked filers holding SIXJ, 27 increased or opened the position and 22 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 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
  • RAYMOND JAMES FINANCIAL INC$1M
  • Janney Montgomery Scott LLC$977K
  • World Investment Advisors$962K
  • ENVESTNET ASSET MANAGEMENT INC$948K
  • Patriot Financial Group Insurance Agency, LLC$838K

Largest trims

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$949K
  • Elevated Capital Advisors, LLC$930K
  • Cetera Investment Advisers$916K
  • OLD MISSION CAPITAL LLC$556K
  • USA FINANCIAL FORMULAS$317K

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
OSAIC HOLDINGS, INC. added649,807$22M13.5%2026-Q1
RED CRANE WEALTH MANAGEMENT, LLC added332,223$11M6.9%2026-Q1
RFG Advisory, LLC added324,859$11M6.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added287,524$10M6.0%2026-Q1
Cetera Investment Advisers trimmed255,469$9M5.3%2026-Q1
Allianz SE added228,485$8M4.8%2026-Q1
LPL Financial LLC trimmed208,860$7M4.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added206,472$7M4.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added137,377$5M2.9%2026-Q1
USA FINANCIAL FORMULAS trimmed113,956$4M2.4%2026-Q1
World Investment Advisors added107,909$4M2.2%2026-Q1
BIP Wealth, LLC added68,541$2M1.4%2026-Q1
Janney Montgomery Scott LLC added44,158$1M0.9%2026-Q1
Gladstone Institutional Advisory LLC added38,758$1M0.8%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed38,060$1M0.8%2026-Q1
RETIREMENT GUYS FORMULA LLC trimmed37,983$1M0.8%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added37,169$1M0.8%2026-Q1
Kestra Advisory Services, LLC added36,584$1M0.8%2026-Q1
Patriot Financial Group Insurance Agency, LLC added35,480$1M0.7%2026-Q1
Orion Porfolio Solutions, LLC trimmed34,337$1M0.7%2026-Q1
Advisory Services Network, LLC added33,729$1M0.7%2026-Q1
First Heartland Consultants, Inc. added32,856$1M0.7%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed26,973$907K0.6%2026-Q1
AE Wealth Management LLC trimmed22,735$765K0.5%2026-Q1
BCGM Wealth Management, LLC21,302$717K0.4%2026-Q1
Comprehensive Financial Consultants Institutional, Inc. added17,382$585K0.4%2026-Q1
HARBOUR INVESTMENTS, INC. added11,216$377K0.2%2026-Q1
OLD MISSION CAPITAL LLC trimmed10,300$346K0.2%2026-Q1
SILVER OAK SECURITIES, INCORPORATED trimmed10,278$346K0.2%2026-Q1
CITADEL ADVISORS LLC trimmed9,778$329K0.2%2026-Q1
OneDigital Investment Advisors LLC9,700$326K0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed9,617$324K0.2%2026-Q1
Wealthquest Corp8,563$294K0.2%2026-Q1
Secure Asset Management, LLC new8,000$269K0.2%2026-Q1
JANE STREET GROUP, LLC trimmed7,860$264K0.2%2026-Q1
Vistica Wealth Advisors, LLC7,500$252K0.2%2026-Q1
Csenge Advisory Group trimmed7,341$247K0.2%2026-Q1
BridgePort Financial Solutions, LLC6,222$209K0.1%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added5,063$170K0.1%2026-Q1
CENTAURUS FINANCIAL, INC.3,847$129K0.1%2026-Q1
Arax Advisory Partners trimmed2,227$75K0.0%2026-Q1
Lloyd Advisory Services, LLC. trimmed1,260$42K0.0%2026-Q1
Kingdom Financial Group LLC.1,260$42K0.0%2026-Q1
CWM, LLC new785$26K0.0%2026-Q1
NBC SECURITIES, INC.725$24K0.0%2026-Q1
Elevated Capital Advisors, LLC trimmed628$21K0.0%2026-Q1
IFP Advisors, Inc added435$15K0.0%2026-Q1
ASSETMARK, INC added354$12K0.0%2026-Q1
CoreCap Advisors, LLC new328$11K0.0%2026-Q1
BARCLAYS PLC trimmed175$6K0.0%2026-Q1
Financial Network Wealth Advisors LLC122$4K0.0%2026-Q1
Networth Advisors, LLC91$3K0.0%2026-Q1
DHJJ Financial Advisors, Ltd.10$3370.0%2026-Q1
Mid-American Wealth Advisory Group, Inc. added626,874$21M12.9%2025-Q3 stale
Allianz Investment Management LLC new205,303$7M4.4%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed158,790$5M3.1%2025-Q2 stale
Strategic Blueprint, LLC added63,332$2M1.3%2025-Q3 stale
Authentikos Wealth Advisory, LLC added66,613$2M1.2%2025-Q1 stale
B.O.S.S. Retirement Advisors, LLC added52,248$2M1.0%2025-Q2 stale
Orion Portfolio Solutions, LLC trimmed38,684$1M0.7%2025-Q1 stale
HOWARD BAILEY SECURITIES, LLC added28,033$897K0.6%2025-Q2 stale
Great Lakes Retirement, Inc. trimmed18,764$601K0.4%2025-Q2 stale
HRT FINANCIAL LP new16,045$534K0.3%2025-Q3 stale
LifeWealth Investments, LLC added14,041$449K0.3%2025-Q2 stale
Fortis Capital Management LLC6,969$239K0.1%2025-Q4 stale
SECURED RETIREMENT ADVISORS, LLC trimmed5,908$203K0.1%2025-Q4 stale
Sequent Planning LLC trimmed5,846$200K0.1%2025-Q4 stale
NWF Advisory Services Inc. new6,000$200K0.1%2025-Q3 stale
Allianz Investment Management U.S. LLC5,000$167K0.1%2025-Q3 stale
Quest 10 Wealth Builders, Inc. added978$31K0.0%2025-Q2 stale
Transce3nd, LLC added958$31K0.0%2025-Q2 stale
Lord & Richards Wealth Management, LLC new935$28K0.0%2025-Q1 stale
Park Square Financial Group, LLC added705$23K0.0%2025-Q2 stale
Pineridge Advisors LLC trimmed312$10K0.0%2025-Q3 stale
Mattson Financial Services, LLC trimmed242$7K0.0%2025-Q1 stale
Decker Retirement Planning Inc. added189$6K0.0%2025-Q2 stale
UBS Group AG trimmed73$3K0.0%2025-Q4 stale
Richard W. Paul & Associates, LLC50$2K0.0%2025-Q2 stale
EXCHANGE TRADED CONCEPTS, LLC trimmed46$2K0.0%2025-Q4 stale
JPMORGAN CHASE & CO trimmed44$2K0.0%2025-Q4 stale
Global Retirement Partners, LLC new43$1K0.0%2025-Q2 stale
Capital A Wealth Management, LLC trimmed37$9820.0%2025-Q2 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