Institutional Holders (2026 Q1)
70 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SIXO. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Mid-American Wealth Advisory Group, Inc. | 8.90% | 606,671 | $21.1M |
| 2 | Wellment Financial | 7.74% | 185,135 | $6.3M |
| 3 | Integrated Wealth Management | 3.47% | 89,561 | $3.0M |
| 4 | Centennial Advisors, LLC | 2.95% | 68,595 | $2.3M |
| 5 | FWG Investments, LLC. | 2.73% | 127,125 | $4.3M |
| 6 | Howard Bailey Securities, LLC | 2.35% | 169,540 | $5.7M |
| 7 | POM Investment Strategies, LLC | 2.20% | 52,473 | $1.8M |
| 8 | B.O.S.S. Retirement Advisors, LLC | 1.90% | 184,579 | $6.2M |
| 9 | SMART Wealth LLC | 1.85% | 187,385 | $6.3M |
| 10 | Red Crane Wealth Management, LLC | 1.80% | 64,820 | $2.2M |
| 11 | Elevated Capital Advisors, LLC | 1.79% | 210,017 | $7.1M |
| 12 | Gts Financial, LLC | 1.60% | 64,024 | $2.0M |
| 13 | Quest 10 Wealth Builders, Inc. | 1.34% | 45,311 | $1.5M |
| 14 | FSA Advisors, Inc. | 1.24% | 55,815 | $1.9M |
| 15 | Beck Capital Management, LLC | 0.87% | 112,500 | $3.8M |
| 16 | LifeWealth Investments, LLC | 0.87% | 86,066 | $2.9M |
| 17 | AE Wealth Management LLC | 0.72% | 3,917,163 | $132.3M |
| 18 | USA Financial Formulas | 0.70% | 110,556 | $3.7M |
| 19 | Networth Advisors, LLC | 0.62% | 25,793 | $871K |
| 20 | Patriot Financial Group Insurance Agency, LLC | 0.38% | 197,158 | $6.7M |
| 21 | Financial Network Wealth Advisors LLC | 0.36% | 10,334 | $349K |
| 22 | Kingdom Financial Group LLC. | 0.28% | 29,115 | $984K |
| 23 | Lloyd Advisory Services, LLC. | 0.28% | 29,115 | $984K |
| 24 | Great Lakes Retirement, Inc. | 0.25% | 70,863 | $2.4M |
| 25 | Outlook Wealth Advisors, LLC | 0.24% | 29,719 | $1.0M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|