Institutional Holders (2026 Q1)
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 | Aegis Wealth Management, Inc. | 1.31% | 52,915 | $1.7M |
| 2 | Golden Reserve Retirement LLC | 0.29% | 45,061 | $1.4M |
| 3 | Comprehensive Financial Consultants Institutional, Inc. | 0.25% | 27,147 | $853K |
| 4 | WORLD EQUITY GROUP, INC. | 0.10% | 11,936 | $375K |
| 5 | ALLIANZ SE | 0.09% | 245,242 | $7.7M |
| 6 | Fortis Capital Management LLC | 0.05% | 15,630 | $491K |
| 7 | RFG Advisory, LLC | 0.04% | 74,431 | $2.3M |
| 8 | Patriot Financial Group Insurance Agency, LLC | 0.02% | 13,460 | $423K |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | 0.01% | 10,626 | $334K |
| 10 | OSAIC HOLDINGS, INC. | 0.01% | 185,225 | $5.8M |
| 11 | OLD MISSION CAPITAL LLC | 0.01% | 15,672 | $492K |
| 12 | Kestra Advisory Services, LLC | 0.01% | 65,085 | $2.0M |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 67,763 | $2.1M |
| 14 | HARBOUR INVESTMENTS, INC. | 0.00% | 3,337 | $105K |
| 15 | Cetera Investment Advisers | 0.00% | 29,687 | $932K |
| 16 | LPL Financial LLC | 0.00% | 100,602 | $3.2M |
| 17 | AE Wealth Management LLC | 0.00% | 4,072 | $128K |
| 18 | GeoWealth Management, LLC | 0.00% | 452 | $14K |
| 19 | CoreCap Advisors, LLC | 0.00% | 444 | $14K |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 0.00% | 47,742 | $1.5M |
| 21 | RAYMOND JAMES FINANCIAL INC | 0.00% | 18,861 | $592K |
| 22 | IFP Advisors, Inc | 0.00% | 276 | $9K |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.00% | 41,737 | $1.3M |
| 24 | CITADEL ADVISORS LLC | 0.00% | 8,505 | $267K |
| 25 | BARCLAYS PLC | 0.00% | 736 | $23K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|