Institutional Holders (2026 Q2)
26 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SIXF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Comprehensive Financial Consultants Institutional, Inc. | 0.27% | 29,433 | $1.0M |
| 2 | World Equity Group, INC. | 0.14% | 18,322 | $624K |
| 3 | Stonebridge Financial Group, LLC / MO | 0.14% | 5,987 | $204K |
| 4 | Allianz Se | 0.10% | 291,553 | $9.9M |
| 5 | Beck Capital Management, LLC | 0.07% | 11,896 | $405K |
| 6 | Fortis Capital Management LLC | 0.06% | 15,630 | $533K |
| 7 | Old Mission Capital LLC | 0.02% | 44,516 | $1.5M |
| 8 | Patriot Financial Group Insurance Agency, LLC | 0.02% | 6,730 | $229K |
| 9 | RFG Advisory, LLC | 0.02% | 39,507 | $1.3M |
| 10 | Independent Financial Group, LLC | 0.01% | 11,317 | $386K |
| 11 | Osaic Holdings, INC. | 0.01% | 169,539 | $5.8M |
| 12 | Kestra Advisory Services, LLC | 0.01% | 58,607 | $2.0M |
| 13 | Commonwealth Equity Services, LLC | 0.00% | 66,393 | $2.3M |
| 14 | Harbour Investments, INC. | 0.00% | 3,337 | $114K |
| 15 | Compass Financial Management LLC | 0.00% | 254 | $9K |
| 16 | Cetera Investment Advisers | 0.00% | 27,643 | $942K |
| 17 | LPL Financial LLC | 0.00% | 101,614 | $3.5M |
| 18 | CoreCap Advisors, LLC | 0.00% | 444 | $15K |
| 19 | Envestnet Asset Management Inc | 0.00% | 47,700 | $1.6M |
| 20 | AE Wealth Management LLC | 0.00% | 2,005 | $68K |
| 21 | IFP Advisors, Inc | 0.00% | 286 | $10K |
| 22 | Raymond James Financial Inc | 0.00% | 17,838 | $608K |
| 23 | Susquehanna International Group, LLP | 0.00% | 24,158 | $823K |
| 24 | Morgan Stanley | 0.00% | 2,000 | $68K |
| 25 | Barclays plc | 0.00% | 399 | $14K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|