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Institutional Ownership · SEC Form 13F

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.

31
Institutional holders
1M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
AE Wealth Management LLC added556,747$16M28.4%2026-Q1
Allianz SE added263,263$8M13.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added73,888$2M3.8%2026-Q1
OSAIC HOLDINGS, INC. trimmed71,593$2M3.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added59,332$2M3.0%2026-Q1
JANE STREET GROUP, LLC new46,390$1M2.4%2026-Q1
Kestra Advisory Services, LLC added45,701$1M2.3%2026-Q1
World Investment Advisors new40,192$1M2.0%2026-Q1
Wellment Financial trimmed39,843$1M2.0%2026-Q1
SMART Wealth LLC trimmed39,334$1M2.0%2026-Q1
FWG Investments, LLC. added37,479$1M1.9%2026-Q1
Cetera Investment Advisers trimmed29,710$862K1.5%2026-Q1
Patriot Financial Group Insurance Agency, LLC added26,266$762K1.3%2026-Q1
WORLD EQUITY GROUP, INC. added13,498$391K0.7%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added13,284$385K0.7%2026-Q1
Secure Asset Management, LLC11,700$339K0.6%2026-Q1
FSA Advisors, Inc. added11,117$322K0.6%2026-Q1
Quest 10 Wealth Builders, Inc. added10,924$317K0.6%2026-Q1
Comprehensive Financial Consultants Institutional, Inc. added10,097$293K0.5%2026-Q1
LPL Financial LLC9,531$276K0.5%2026-Q1
Csenge Advisory Group trimmed7,761$225K0.4%2026-Q1
HARBOUR INVESTMENTS, INC. added3,863$112K0.2%2026-Q1
IFP Advisors, Inc trimmed1,825$53K0.1%2026-Q1
Elevated Capital Advisors, LLC new1,156$34K0.1%2026-Q1
Kingdom Financial Group LLC. trimmed844$24K0.0%2026-Q1
Lloyd Advisory Services, LLC. trimmed844$24K0.0%2026-Q1
Networth Advisors, LLC802$23K0.0%2026-Q1
CoreCap Advisors, LLC new481$14K0.0%2026-Q1
Key Capital Management, INC added446$13K0.0%2026-Q1
UBS Group AG trimmed311$9K0.0%2026-Q1
Decker Retirement Planning Inc. added244$7K0.0%2026-Q1
Mid-American Wealth Advisory Group, Inc. trimmed248,926$7M12.4%2025-Q2 stale
Allianz Investment Management LLC new213,415$6M11.1%2025-Q4 stale
Allianz Investment Management U.S. LLC trimmed35,780$1M1.8%2025-Q3 stale
OLD MISSION CAPITAL LLC trimmed18,232$532K0.9%2025-Q3 stale
CITADEL ADVISORS LLC trimmed13,188$385K0.7%2025-Q3 stale
Arax Advisory Partners new3,521$104K0.2%2025-Q4 stale
RAYMOND JAMES FINANCIAL INC trimmed1,150$33K0.1%2025-Q2 stale
BANK OF AMERICA CORP /DE/ new262$8K0.0%2025-Q4 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