Institutional Holders (2026 Q1)
31 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SIXZ. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Wellment Financial | 1.43% | 39,843 | $1.2M |
| 2 | FWG Investments, LLC. | 0.69% | 37,479 | $1.1M |
| 3 | SMART Wealth LLC | 0.33% | 39,334 | $1.1M |
| 4 | Quest 10 Wealth Builders, Inc. | 0.28% | 10,924 | $317K |
| 5 | FSA Advisors, Inc. | 0.21% | 11,117 | $322K |
| 6 | World Equity Group, INC. | 0.10% | 13,498 | $391K |
| 7 | AE Wealth Management LLC | 0.09% | 556,747 | $16.1M |
| 8 | Comprehensive Financial Consultants Institutional, Inc. | 0.09% | 10,097 | $293K |
| 9 | Allianz Se | 0.08% | 263,263 | $7.6M |
| 10 | Secure Asset Management, LLC | 0.05% | 11,700 | $339K |
| 11 | Patriot Financial Group Insurance Agency, LLC | 0.04% | 26,266 | $762K |
| 12 | World Investment Advisors | 0.02% | 40,192 | $1.2M |
| 13 | Networth Advisors, LLC | 0.02% | 802 | $23K |
| 14 | Csenge Advisory Group | 0.01% | 7,761 | $225K |
| 15 | Key Capital Management, INC | 0.01% | 446 | $13K |
| 16 | Elevated Capital Advisors, LLC | 0.01% | 1,156 | $34K |
| 17 | Kingdom Financial Group LLC. | 0.01% | 844 | $24K |
| 18 | Lloyd Advisory Services, LLC. | 0.01% | 844 | $24K |
| 19 | Kestra Advisory Services, LLC | 0.01% | 45,701 | $1.3M |
| 20 | Decker Retirement Planning Inc. | 0.00% | 244 | $7K |
| 21 | Osaic Holdings, INC. | 0.00% | 71,593 | $2.1M |
| 22 | Commonwealth Equity Services, LLC | 0.00% | 59,332 | $1.7M |
| 23 | Harbour Investments, INC. | 0.00% | 3,863 | $112K |
| 24 | IFP Advisors, Inc | 0.00% | 1,825 | $53K |
| 25 | Cetera Investment Advisers | 0.00% | 29,710 | $862K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|