ALLIAN US EQU 6 MON BU10-USD SIXO
$35.87
-0.0% 52w: $32.67 – $35.88
Latest 13F among current holders filed 1 month ago (May 19, 2026)
Price — last 12 months
research preview data32.6734.2735.88
Jun 20, 2025 Jul 2, 2026
Institutional holders
70
+5 QoQ
13F value
$315.2M
+2.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SIXO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | Wealth advisor | 3.9M | $132.3M | 0.7% | -0.4% |
| JANE STREET GROUP, LLC | Market maker | 684.2K | $23.1M | 0.0% | New |
| Mid-American Wealth Advisory Group, Inc. | Wealth advisor | 606.7K | $21.1M | 8.9% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 349.9K | $11.8M | 0.0% | +9.6% |
| RFG Advisory, LLC | Wealth advisor | 322.4K | $10.9M | 0.2% | +2.7% |
| Allianz SE | Wealth advisor | 218.4K | $7.4M | 0.1% | +4267.4% |
| Elevated Capital Advisors, LLC | Wealth advisor | 210.0K | $7.1M | 1.8% | +1166.4% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 197.2K | $6.7M | 0.4% | +96.7% |
| SMART Wealth LLC | Wealth advisor | 187.4K | $6.3M | 1.9% | -7.6% |
| Wellment Financial | Wealth advisor | 185.1K | $6.3M | 7.7% | -2.4% |
| B.O.S.S. Retirement Advisors, LLC | Wealth advisor | 184.6K | $6.2M | 1.9% | -8.2% |
| LPL Financial LLC | Bank broker | 173.7K | $5.9M | 0.0% | +2.7% |
| HOWARD BAILEY SECURITIES, LLC | Wealth advisor | 169.5K | $5.7M | 2.4% | -4.5% |
| Cetera Investment Advisers | Wealth advisor | 141.5K | $4.8M | 0.0% | +0.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 140.0K | $4.7M | 0.0% | -0.6% |
| FWG Investments, LLC. | Wealth advisor | 127.1K | $4.3M | 2.7% | +0.3% |
| BECK CAPITAL MANAGEMENT, LLC | Other | 112.5K | $3.8M | 0.9% | -2.2% |
| USA FINANCIAL FORMULAS | Wealth advisor | 110.6K | $3.7M | 0.7% | -5.5% |
| Integrated Wealth Management | Wealth advisor | 89.6K | $3.0M | 3.5% | -1.3% |
| LifeWealth Investments, LLC | Wealth advisor | 86.1K | $2.9M | 0.9% | -24.6% |
| Great Lakes Retirement, Inc. | Other | 70.9K | $2.4M | 0.2% | -9.4% |
| BIP Wealth, LLC | Wealth advisor | 70.8K | $2.4M | 0.1% | -0.9% |
| Centennial Advisors, LLC | Wealth advisor | 68.6K | $2.3M | 2.9% | -4.7% |
| RED CRANE WEALTH MANAGEMENT, LLC | Wealth advisor | 64.8K | $2.2M | 1.8% | +3.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 61.2K | $2.1M | 0.0% | -11.1% |
| GTS FINANCIAL, LLC | Wealth advisor | 64.0K | $2.0M | 1.6% | — |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 57.7K | $1.9M | 0.0% | -11.2% |
| FSA Advisors, Inc. | Wealth advisor | 55.8K | $1.9M | 1.2% | +10.0% |
| POM Investment Strategies, LLC | Wealth advisor | 52.5K | $1.8M | 2.2% | New |
| Quest 10 Wealth Builders, Inc. | Wealth advisor | 45.3K | $1.5M | 1.3% | +1.0% |
| Csenge Advisory Group | Wealth advisor | 38.6K | $1.3M | 0.1% | -4.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 31.9K | $1.1M | 0.0% | -82.0% |
| Outlook Wealth Advisors, LLC | Wealth advisor | 29.7K | $1.0M | 0.2% | -49.9% |
| Lloyd Advisory Services, LLC. | Wealth advisor | 29.1K | $984K | 0.3% | -95.2% |
| Kingdom Financial Group LLC. | Wealth advisor | 29.1K | $984K | 0.3% | -6.8% |
| World Investment Advisors | Wealth advisor | 28.6K | $965K | 0.0% | New |
| Advisory Services Network, LLC | Diversified mechanical | 27.3K | $921K | 0.0% | +0.2% |
| Networth Advisors, LLC | Wealth advisor | 25.8K | $871K | 0.6% | -3.2% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 25.5K | $861K | 0.0% | -1.3% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 22.0K | $745K | 0.0% | +16.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 18.5K | $624K | 0.0% | -14.5% |
| IFP Advisors, Inc | Wealth advisor | 12.8K | $434K | 0.0% | +1.0% |
| Crown Wealth Group, LLC | Wealth advisor | 12.0K | $406K | 0.1% | New |
| OLD MISSION CAPITAL LLC | Wealth advisor | 11.7K | $396K | 0.0% | New |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 11.3K | $383K | 0.0% | -1.0% |
| Secure Asset Management, LLC | Other | 10.7K | $362K | 0.1% | Held |
| Arkadios Wealth Advisors | Wealth advisor | 10.5K | $356K | 0.0% | -44.6% |
| Financial Network Wealth Advisors LLC | Wealth advisor | 10.3K | $349K | 0.4% | Held |
| Triad Wealth Partners, LLC | Wealth advisor | 9.7K | $327K | 0.0% | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 9.5K | $322K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.