Who owns SIXZ
Which tracked institutional funds hold SIXZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SIXZ company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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
5 tracked funds added or opened SIXZ while 3 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
SIXZ’s largest tracked holder by dollar value, AE Wealth Management LLC, 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 SIXZ 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 SIXZ, 20 increased or opened the position and 11 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 SIXZ 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$1M
- World Investment Advisors$1M
Full exits 1
- Allianz Investment Management LLC$6M
Largest adds
- Allianz SE$7M
- ENVESTNET ASSET MANAGEMENT INC$1M
- Patriot Financial Group Insurance Agency, LLC$373K
Largest trims
- Lloyd Advisory Services, LLC.$317K
- AE Wealth Management LLC$286K
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 |
|---|---|---|---|---|
| AE Wealth Management LLC added | 556,747 | $16M | 28.4% | 2026-Q1 |
| Allianz SE added | 263,263 | $8M | 13.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 73,888 | $2M | 3.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 71,593 | $2M | 3.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 59,332 | $2M | 3.0% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 46,390 | $1M | 2.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 45,701 | $1M | 2.3% | 2026-Q1 |
| World Investment Advisors new | 40,192 | $1M | 2.0% | 2026-Q1 |
| Wellment Financial trimmed | 39,843 | $1M | 2.0% | 2026-Q1 |
| SMART Wealth LLC trimmed | 39,334 | $1M | 2.0% | 2026-Q1 |
| FWG Investments, LLC. added | 37,479 | $1M | 1.9% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 29,710 | $862K | 1.5% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 26,266 | $762K | 1.3% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. added | 13,498 | $391K | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 13,284 | $385K | 0.7% | 2026-Q1 |
| Secure Asset Management, LLC | 11,700 | $339K | 0.6% | 2026-Q1 |
| FSA Advisors, Inc. added | 11,117 | $322K | 0.6% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. added | 10,924 | $317K | 0.6% | 2026-Q1 |
| Comprehensive Financial Consultants Institutional, Inc. added | 10,097 | $293K | 0.5% | 2026-Q1 |
| LPL Financial LLC | 9,531 | $276K | 0.5% | 2026-Q1 |
| Csenge Advisory Group trimmed | 7,761 | $225K | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 3,863 | $112K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 1,825 | $53K | 0.1% | 2026-Q1 |
| Elevated Capital Advisors, LLC new | 1,156 | $34K | 0.1% | 2026-Q1 |
| Kingdom Financial Group LLC. trimmed | 844 | $24K | 0.0% | 2026-Q1 |
| Lloyd Advisory Services, LLC. trimmed | 844 | $24K | 0.0% | 2026-Q1 |
| Networth Advisors, LLC | 802 | $23K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC new | 481 | $14K | 0.0% | 2026-Q1 |
| Key Capital Management, INC added | 446 | $13K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 311 | $9K | 0.0% | 2026-Q1 |
| Decker Retirement Planning Inc. added | 244 | $7K | 0.0% | 2026-Q1 |
| Mid-American Wealth Advisory Group, Inc. trimmed | 248,926 | $7M | 12.4% | 2025-Q2 stale |
| Allianz Investment Management LLC new | 213,415 | $6M | 11.1% | 2025-Q4 stale |
| Allianz Investment Management U.S. LLC trimmed | 35,780 | $1M | 1.8% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC trimmed | 18,232 | $532K | 0.9% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 13,188 | $385K | 0.7% | 2025-Q3 stale |
| Arax Advisory Partners new | 3,521 | $104K | 0.2% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,150 | $33K | 0.1% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ new | 262 | $8K | 0.0% | 2025-Q4 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.