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-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
7 tracked funds added or opened SIXZ while 6 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
SIXZ’s largest tracked holder by dollar value, Mid-American Wealth Advisory Group, Inc., sizes it at 6.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.6pp 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 2026-Q1 and 2026-Q2, across 28 tracked filers holding SIXZ, 19 increased or opened the position and 18 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 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 2
- Mid-American Wealth Advisory Group, Inc.$18M
- Aegis Wealth Management, Inc.$2M
Full exits 4
- JANE STREET GROUP, LLC$1M
- Wellment Financial$1M
- SMART Wealth LLC$1M
- FWG Investments, LLC.$1M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$2M
- Allianz SE$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- OSAIC HOLDINGS, INC.$885K
- Cetera Investment Advisers$281K
Largest trims
- AE Wealth Management LLC$15M
- Patriot Financial Group Insurance Agency, LLC$348K
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 |
|---|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. added | 579,884 | $18M | 29.5% | 2026-Q2 |
| Allianz SE added | 305,421 | $10M | 15.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 145,554 | $5M | 7.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 93,923 | $3M | 4.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 56,114 | $2M | 2.9% | 2026-Q2 |
| Aegis Wealth Management, Inc. new | 54,156 | $2M | 2.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 53,333 | $2M | 2.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 43,283 | $1M | 2.2% | 2026-Q2 |
| World Investment Advisors trimmed | 38,756 | $1M | 2.0% | 2026-Q2 |
| Cetera Investment Advisers added | 36,249 | $1M | 1.8% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 24,316 | $767K | 1.2% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 19,787 | $624K | 1.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 14,161 | $446K | 0.7% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 13,133 | $414K | 0.7% | 2026-Q2 |
| BECK CAPITAL MANAGEMENT, LLC new | 12,605 | $397K | 0.6% | 2026-Q2 |
| Comprehensive Financial Consultants Institutional, Inc. added | 12,555 | $396K | 0.6% | 2026-Q2 |
| Secure Asset Management, LLC | 11,700 | $369K | 0.6% | 2026-Q2 |
| LPL Financial LLC added | 9,540 | $301K | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 4,053 | $128K | 0.2% | 2026-Q2 |
| Arax Advisory Partners | 3,521 | $111K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 1,835 | $58K | 0.1% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 1,626 | $51K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 959 | $30K | 0.0% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 836 | $26K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 481 | $15K | 0.0% | 2026-Q2 |
| POM Investment Strategies, LLC new | 223 | $7K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 86 | $3K | 0.0% | 2026-Q2 |
| Networth Advisors, LLC trimmed | 44 | $1K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 46,390 | $1M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| Wellment Financial trimmed | 39,843 | $1M | 1.9% | 2026-Q1 stale (1 quarter behind) |
| SMART Wealth LLC trimmed | 39,334 | $1M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| FWG Investments, LLC. added | 37,479 | $1M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| FSA Advisors, Inc. added | 11,117 | $322K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Quest 10 Wealth Builders, Inc. added | 10,924 | $317K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Csenge Advisory Group trimmed | 7,761 | $225K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Kingdom Financial Group LLC. trimmed | 844 | $24K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Key Capital Management, INC added | 446 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 311 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Decker Retirement Planning Inc. added | 244 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allianz Investment Management LLC new | 213,415 | $6M | 10.2% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 262 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Allianz Investment Management U.S. LLC trimmed | 35,780 | $1M | 1.7% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 13,188 | $385K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,150 | $33K | 0.1% | 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.