Who owns SIXP (SIXP)
Which tracked institutional funds hold SIXP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SIXP 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
4 tracked funds added or opened SIXP while 5 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
SIXP’s largest tracked holder by dollar value, Stuart Chaussee & Associates, Inc., sizes it at 12.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 12.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SIXP 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 31 tracked filers holding SIXP, 19 increased or opened the position and 15 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 SIXP 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.
New buyers 2
- JANE STREET GROUP, LLC$2M
- Fortis Capital Management LLC$2M
Full exits 1
- Allianz Investment Management LLC$14M
Largest adds
- Allianz SE$8M
- Patriot Financial Group Insurance Agency, LLC$1M
Largest trims
- Authentikos Wealth Advisory, LLC$4M
- RAYMOND JAMES FINANCIAL INC$995K
- OLD MISSION CAPITAL LLC$573K
- AE Wealth Management LLC$276K
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 | 248,434 | $8M | 5.0% | 2026-Q1 |
| Authentikos Wealth Advisory, LLC trimmed | 176,191 | $6M | 3.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 129,559 | $4M | 2.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 110,082 | $3M | 2.2% | 2026-Q1 |
| BECK CAPITAL MANAGEMENT, LLC trimmed | 106,426 | $3M | 2.1% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 73,804 | $2M | 1.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 69,806 | $2M | 1.4% | 2026-Q1 |
| Fortis Capital Management LLC new | 69,767 | $2M | 1.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 44,489 | $1M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 23,634 | $739K | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 21,132 | $661K | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 19,805 | $619K | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 17,764 | $555K | 0.4% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 16,033 | $501K | 0.3% | 2026-Q1 |
| Comprehensive Financial Consultants Institutional, Inc. added | 15,138 | $473K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 15,084 | $472K | 0.3% | 2026-Q1 |
| Golden Reserve Retirement LLC added | 11,248 | $352K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 10,990 | $344K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 8,811 | $271K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 8,035 | $251K | 0.2% | 2026-Q1 |
| World Investment Advisors added | 7,840 | $245K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors new | 6,792 | $212K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 5,222 | $163K | 0.1% | 2026-Q1 |
| Financial Network Wealth Advisors LLC | 2,223 | $69K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 548 | $17K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC new | 444 | $14K | 0.0% | 2026-Q1 |
| Ankerstar Wealth, LLC | 268 | $8K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA new | 244 | $8K | 0.0% | 2026-Q1 |
| BARCLAYS PLC added | 140 | $4K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ new | 130 | $4K | 0.0% | 2026-Q1 |
| Mosley Wealth Management new | 79 | $2K | 0.0% | 2026-Q1 |
| Stuart Chaussee & Associates, Inc. added | 1,875,210 | $58M | 37.1% | 2025-Q3 stale |
| Allianz Investment Management LLC new | 419,197 | $14M | 8.9% | 2025-Q4 stale |
| B.O.S.S. Retirement Advisors, LLC new | 368,315 | $11M | 7.3% | 2025-Q3 stale |
| HOWARD BAILEY SECURITIES, LLC new | 217,151 | $7M | 4.3% | 2025-Q3 stale |
| FSR Wealth Management Ltd. added | 213,496 | $7M | 4.2% | 2025-Q3 stale |
| FWG Investments, LLC. added | 136,055 | $4M | 2.7% | 2025-Q3 stale |
| LifeWealth Investments, LLC new | 134,657 | $4M | 2.7% | 2025-Q3 stale |
| Great Lakes Retirement, Inc. added | 90,116 | $3M | 1.8% | 2025-Q3 stale |
| FSA Advisors, Inc. added | 56,552 | $2M | 1.1% | 2025-Q3 stale |
| Quest 10 Wealth Builders, Inc. added | 49,485 | $2M | 1.0% | 2025-Q3 stale |
| Csenge Advisory Group new | 48,986 | $2M | 1.0% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 43,103 | $1M | 0.8% | 2025-Q1 stale |
| Outlook Wealth Advisors, LLC trimmed | 34,023 | $1M | 0.7% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 31,977 | $936K | 0.6% | 2025-Q2 stale |
| SMART Wealth LLC trimmed | 12,874 | $377K | 0.2% | 2025-Q2 stale |
| Blackston Financial Advisory Group, LLC new | 9,814 | $302K | 0.2% | 2025-Q3 stale |
| RFG Advisory, LLC | 8,654 | $273K | 0.2% | 2025-Q4 stale |
| Elevated Capital Advisors, LLC added | 8,334 | $263K | 0.2% | 2025-Q4 stale |
| GTS SECURITIES LLC trimmed | 8,289 | $255K | 0.2% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 8,692 | $254K | 0.2% | 2025-Q2 stale |
| Safeguard Investment Advisory Group, LLC new | 6,983 | $215K | 0.1% | 2025-Q3 stale |
| Allianz Investment Management U.S. LLC | 5,000 | $154K | 0.1% | 2025-Q3 stale |
| Lloyd Advisory Services, LLC. trimmed | 4,644 | $147K | 0.1% | 2025-Q4 stale |
| Park Square Financial Group, LLC new | 2,082 | $61K | 0.0% | 2025-Q2 stale |
| Decker Retirement Planning Inc. added | 1,678 | $52K | 0.0% | 2025-Q3 stale |
| Kingdom Financial Group LLC. trimmed | 1,391 | $44K | 0.0% | 2025-Q4 stale |
| Richard W. Paul & Associates, LLC new | 389 | $12K | 0.0% | 2025-Q3 stale |
| Pineridge Advisors LLC new | 147 | $5K | 0.0% | 2025-Q3 stale |
| UBS Group AG trimmed | 125 | $4K | 0.0% | 2025-Q4 stale |
| Mid-American Wealth Advisory Group, Inc. trimmed | 87 | $3K | 0.0% | 2025-Q2 stale |
| Lord & Richards Wealth Management, LLC new | 46 | $1K | 0.0% | 2025-Q1 stale |
| Transce3nd, LLC new | 9 | $263 | 0.0% | 2025-Q2 stale |
| CWM, LLC | 14 | — | 0.0% | 2025-Q1 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.