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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| OSAIC HOLDINGS, INC. added | 649,807 | $22M | 13.5% | 2026-Q1 |
| RED CRANE WEALTH MANAGEMENT, LLC added | 332,223 | $11M | 6.9% | 2026-Q1 |
| RFG Advisory, LLC added | 324,859 | $11M | 6.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 287,524 | $10M | 6.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 255,469 | $9M | 5.3% | 2026-Q1 |
| Allianz SE added | 228,485 | $8M | 4.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 208,860 | $7M | 4.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 206,472 | $7M | 4.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 137,377 | $5M | 2.9% | 2026-Q1 |
| USA FINANCIAL FORMULAS trimmed | 113,956 | $4M | 2.4% | 2026-Q1 |
| World Investment Advisors added | 107,909 | $4M | 2.2% | 2026-Q1 |
| BIP Wealth, LLC added | 68,541 | $2M | 1.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 44,158 | $1M | 0.9% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 38,758 | $1M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 38,060 | $1M | 0.8% | 2026-Q1 |
| RETIREMENT GUYS FORMULA LLC trimmed | 37,983 | $1M | 0.8% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 37,169 | $1M | 0.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 36,584 | $1M | 0.8% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 35,480 | $1M | 0.7% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 34,337 | $1M | 0.7% | 2026-Q1 |
| Advisory Services Network, LLC added | 33,729 | $1M | 0.7% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 32,856 | $1M | 0.7% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 26,973 | $907K | 0.6% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 22,735 | $765K | 0.5% | 2026-Q1 |
| BCGM Wealth Management, LLC | 21,302 | $717K | 0.4% | 2026-Q1 |
| Comprehensive Financial Consultants Institutional, Inc. added | 17,382 | $585K | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 11,216 | $377K | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 10,300 | $346K | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 10,278 | $346K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 9,778 | $329K | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC | 9,700 | $326K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,617 | $324K | 0.2% | 2026-Q1 |
| Wealthquest Corp | 8,563 | $294K | 0.2% | 2026-Q1 |
| Secure Asset Management, LLC new | 8,000 | $269K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 7,860 | $264K | 0.2% | 2026-Q1 |
| Vistica Wealth Advisors, LLC | 7,500 | $252K | 0.2% | 2026-Q1 |
| Csenge Advisory Group trimmed | 7,341 | $247K | 0.2% | 2026-Q1 |
| BridgePort Financial Solutions, LLC | 6,222 | $209K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 5,063 | $170K | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. | 3,847 | $129K | 0.1% | 2026-Q1 |
| Arax Advisory Partners trimmed | 2,227 | $75K | 0.0% | 2026-Q1 |
| Lloyd Advisory Services, LLC. trimmed | 1,260 | $42K | 0.0% | 2026-Q1 |
| Kingdom Financial Group LLC. | 1,260 | $42K | 0.0% | 2026-Q1 |
| CWM, LLC new | 785 | $26K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. | 725 | $24K | 0.0% | 2026-Q1 |
| Elevated Capital Advisors, LLC trimmed | 628 | $21K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 435 | $15K | 0.0% | 2026-Q1 |
| ASSETMARK, INC added | 354 | $12K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC new | 328 | $11K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 175 | $6K | 0.0% | 2026-Q1 |
| Financial Network Wealth Advisors LLC | 122 | $4K | 0.0% | 2026-Q1 |
| Networth Advisors, LLC | 91 | $3K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 10 | $337 | 0.0% | 2026-Q1 |
| Mid-American Wealth Advisory Group, Inc. added | 626,874 | $21M | 12.9% | 2025-Q3 stale |
| Allianz Investment Management LLC new | 205,303 | $7M | 4.4% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 158,790 | $5M | 3.1% | 2025-Q2 stale |
| Strategic Blueprint, LLC added | 63,332 | $2M | 1.3% | 2025-Q3 stale |
| Authentikos Wealth Advisory, LLC added | 66,613 | $2M | 1.2% | 2025-Q1 stale |
| B.O.S.S. Retirement Advisors, LLC added | 52,248 | $2M | 1.0% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC trimmed | 38,684 | $1M | 0.7% | 2025-Q1 stale |
| HOWARD BAILEY SECURITIES, LLC added | 28,033 | $897K | 0.6% | 2025-Q2 stale |
| Great Lakes Retirement, Inc. trimmed | 18,764 | $601K | 0.4% | 2025-Q2 stale |
| HRT FINANCIAL LP new | 16,045 | $534K | 0.3% | 2025-Q3 stale |
| LifeWealth Investments, LLC added | 14,041 | $449K | 0.3% | 2025-Q2 stale |
| Fortis Capital Management LLC | 6,969 | $239K | 0.1% | 2025-Q4 stale |
| SECURED RETIREMENT ADVISORS, LLC trimmed | 5,908 | $203K | 0.1% | 2025-Q4 stale |
| Sequent Planning LLC trimmed | 5,846 | $200K | 0.1% | 2025-Q4 stale |
| NWF Advisory Services Inc. new | 6,000 | $200K | 0.1% | 2025-Q3 stale |
| Allianz Investment Management U.S. LLC | 5,000 | $167K | 0.1% | 2025-Q3 stale |
| Quest 10 Wealth Builders, Inc. added | 978 | $31K | 0.0% | 2025-Q2 stale |
| Transce3nd, LLC added | 958 | $31K | 0.0% | 2025-Q2 stale |
| Lord & Richards Wealth Management, LLC new | 935 | $28K | 0.0% | 2025-Q1 stale |
| Park Square Financial Group, LLC added | 705 | $23K | 0.0% | 2025-Q2 stale |
| Pineridge Advisors LLC trimmed | 312 | $10K | 0.0% | 2025-Q3 stale |
| Mattson Financial Services, LLC trimmed | 242 | $7K | 0.0% | 2025-Q1 stale |
| Decker Retirement Planning Inc. added | 189 | $6K | 0.0% | 2025-Q2 stale |
| UBS Group AG trimmed | 73 | $3K | 0.0% | 2025-Q4 stale |
| Richard W. Paul & Associates, LLC | 50 | $2K | 0.0% | 2025-Q2 stale |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 46 | $2K | 0.0% | 2025-Q4 stale |
| JPMORGAN CHASE & CO trimmed | 44 | $2K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC new | 43 | $1K | 0.0% | 2025-Q2 stale |
| Capital A Wealth Management, LLC trimmed | 37 | $982 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.