Institutional Holders (2026 Q2)
53 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SIXJ. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Red Crane Wealth Management, LLC | 7.80% | 290,848 | $10.6M |
| 2 | USA Financial Formulas | 0.85% | 127,960 | $4.7M |
| 3 | Retirement Guys Formula LLC | 0.51% | 36,974 | $1.3M |
| 4 | Vistica Wealth Advisors, LLC | 0.24% | 7,500 | $274K |
| 5 | RFG Advisory, LLC | 0.19% | 336,319 | $12.3M |
| 6 | Comprehensive Financial Consultants Institutional, Inc. | 0.19% | 19,563 | $714K |
| 7 | BCGM Wealth Management, LLC | 0.16% | 21,302 | $777K |
| 8 | Allianz Se | 0.10% | 271,756 | $9.9M |
| 9 | First Heartland Consultants, Inc. | 0.09% | 38,671 | $1.4M |
| 10 | BIP Wealth, LLC | 0.07% | 66,516 | $2.4M |
| 11 | Patriot Financial Group Insurance Agency, LLC | 0.07% | 17,740 | $647K |
| 12 | BridgePort Financial Solutions, LLC | 0.06% | 6,222 | $227K |
| 13 | World Investment Advisors | 0.06% | 93,770 | $3.4M |
| 14 | Nations Financial Group Inc, /Ia/ /Adv | 0.04% | 25,745 | $939K |
| 15 | Sequent Planning LLC | 0.04% | 5,524 | $202K |
| 16 | Secure Asset Management, LLC | 0.04% | 8,000 | $292K |
| 17 | Osaic Holdings, INC. | 0.03% | 652,774 | $23.8M |
| 18 | Silver Oak Securities, Incorporated | 0.02% | 10,252 | $374K |
| 19 | Wealthquest Corp | 0.02% | 8,563 | $312K |
| 20 | Independent Financial Group, LLC | 0.02% | 28,719 | $1.0M |
| 21 | Lloyd Advisory Services, LLC. | 0.02% | 1,296 | $47K |
| 22 | Commonwealth Equity Services, LLC | 0.01% | 285,356 | $10.4M |
| 23 | Csenge Advisory Group | 0.01% | 7,311 | $267K |
| 24 | Cetera Investment Advisers | 0.01% | 246,296 | $9.0M |
| 25 | Old Mission Capital LLC | 0.01% | 12,320 | $449K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|