SIXD Institutional Ownership & Shareholders
ALLIAN US EQU 6 MON BU10-USD (SIXD) is currently held by 52 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $148.57M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lido Advisors, Llc is currently the largest disclosed institutional shareholder of SIXD tracked by InsiderSet, reporting ownership valued at approximately $22.09M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $22.33M, representing an estimated gain of +1.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed SIXD value among the investors covered in this analysis. Major shareholders include Lido Advisors, Llc, Lloyd Advisory Services, Llc., Allianz Se, and several other long-term asset managers with concentrated positions in ALLIAN US EQU 6 MON BU10-USD (SIXD).
This page ranks the largest institutional SIXD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
52
Total Reported Value
$148.57M
Largest Holder
Lido Advisors, Llc
Largest Position
$22.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 0.08% | 716,286 | $22,086,679 | $22,326,635 | +$239,956 | +1.09% | |
| Lloyd Advisory Services, Llc. | 7.17% | 601,352 | $18,876,439 | $18,744,142 | -$132,297 | -0.70% | |
| Allianz Se | 0.10% | 315,068 | $9,715,122 | $9,820,670 | +$105,548 | +1.09% | |
| Wellment Financial | 7.86% | 232,606 | $7,301,502 | $7,250,329 | -$51,173 | -0.70% | |
| Fwg Investments, Llc. | 3.38% | 207,396 | $6,395,057 | $6,464,533 | +$69,476 | +1.09% | |
| Mml Investors Services, Llc | 0.01% | 196,616 | $6,062,654 | $6,128,521 | +$65,867 | +1.09% | |
| Raymond James Financial Inc | 0.00% | 195,876 | $6,039,837 | $6,105,455 | +$65,618 | +1.09% | |
| B.O.S.S. Retirement Advisors, Llc | 1.73% | 192,027 | $6,027,728 | $5,985,482 | -$42,246 | -0.70% | |
| Smart Wealth Llc | 1.26% | 189,841 | $5,853,749 | $5,917,344 | +$63,595 | +1.09% | |
| Authentikos Wealth Advisory, Llc | 3.70% | 187,992 | $5,796,735 | $5,859,711 | +$62,976 | +1.09% | |
| Howard Bailey Securities, Llc | 2.20% | 181,694 | $5,703,375 | $5,663,402 | -$39,973 | -0.70% | |
| Osaic Holdings, Inc. | 0.01% | 142,694 | $4,400,510 | $4,447,772 | +$47,262 | +1.07% | |
| Richmond Brothers, Inc. | 1.79% | 111,640 | $3,442,408 | $3,479,819 | +$37,411 | +1.09% | |
| Integrated Wealth Management | 3.34% | 108,073 | $3,392,411 | $3,368,635 | -$23,776 | -0.70% | |
| Elevated Capital Advisors, Llc | 0.90% | 105,606 | $3,256,361 | $3,291,739 | +$35,378 | +1.09% | |
| Tounjian Advisory Partners, Llc | 1.15% | 87,315 | $2,692,359 | $2,721,609 | +$29,250 | +1.09% | |
| Fsa Advisors, Inc. | 1.09% | 77,438 | $2,387,802 | $2,413,742 | +$25,940 | +1.09% | |
| Centennial Advisors, Llc | 2.85% | 75,956 | $2,384,259 | $2,367,549 | -$16,710 | -0.70% | |
| Golden Reserve Retirement Llc | 0.32% | 70,304 | $2,206,856 | $2,191,376 | -$15,480 | -0.70% | |
| Great Lakes Retirement, Inc. | 0.19% | 68,563 | $2,152,193 | $2,137,109 | -$15,084 | -0.70% | |
| Pom Investment Strategies, Llc | 1.69% | 66,850 | $2,098,422 | $2,083,715 | -$14,708 | -0.70% | |
| Aegis Wealth Management, Inc. | 1.17% | 63,109 | $1,980,992 | $1,967,108 | -$13,884 | -0.70% | |
| Quest 10 Wealth Builders, Inc. | 1.37% | 58,865 | $1,847,772 | $1,834,822 | -$12,950 | -0.70% | |
| Lifewealth Investments, Llc | 0.49% | 56,043 | $1,759,190 | $1,746,860 | -$12,330 | -0.70% | |
| Commonwealth Equity Services, Llc | 0.00% | 45,610 | $1,431,700 | $1,421,664 | -$10,036 | -0.70% | |
| Lpl Financial Llc | 0.00% | 36,083 | $1,112,619 | $1,124,707 | +$12,088 | +1.09% | |
| Kingdom Financial Group Llc. | 0.27% | 34,475 | $1,063,037 | $1,074,586 | +$11,549 | +1.09% | |
| Outlook Wealth Advisors, Llc | 0.22% | 33,627 | $1,055,552 | $1,048,154 | -$7,398 | -0.70% | |
| Cetera Investment Advisers | 0.00% | 33,522 | $1,033,651 | $1,044,881 | +$11,230 | +1.09% | |
| Snowden Capital Advisors Llc | 0.02% | 32,991 | $1,017,278 | $1,028,329 | +$11,051 | +1.09% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.27% | 31,966 | $1,003,413 | $996,380 | -$7,033 | -0.70% | |
| Networth Advisors, Llc | 0.56% | 31,486 | $970,872 | $981,419 | +$10,547 | +1.09% | |
| Csenge Advisory Group | 0.04% | 29,693 | $915,584 | $925,531 | +$9,947 | +1.09% | |
| Goldman Sachs Group Inc | 0.00% | 21,520 | $663,569 | $670,778 | +$7,209 | +1.09% | |
| Jane Street Group, Llc | 0.00% | 21,118 | $651,174 | $658,248 | +$7,074 | +1.09% | |
| Patriot Financial Group Insurance Agency, Llc | 0.05% | 16,546 | $519,379 | $515,739 | -$3,640 | -0.70% | |
| Kestra Advisory Services, Llc | 0.00% | 16,014 | $502,679 | $499,156 | -$3,523 | -0.70% | |
| Old Mission Capital Llc | 0.01% | 15,850 | $488,734 | $494,045 | +$5,311 | +1.09% | |
| Mosley Wealth Management | 0.13% | 14,558 | $460,324 | $453,773 | -$6,551 | -1.42% | |
| Blackston Financial Advisory Group, Llc | 0.21% | 12,263 | $378,130 | $382,238 | +$4,108 | +1.09% | |
| Mcadam, Llc | 0.01% | 10,988 | $344,912 | $342,496 | -$2,416 | -0.70% | |
| Ifg Advisory, Llc | 0.01% | 9,904 | $305,405 | $308,708 | +$3,303 | +1.08% | |
| Decker Retirement Planning Inc. | 0.07% | 6,964 | $218,600 | $217,068 | -$1,532 | -0.70% | |
| World Equity Group, Inc. | 0.09% | 6,566 | $206,106 | $204,662 | -$1,444 | -0.70% | |
| Harbour Investments, Inc. | 0.00% | 4,945 | $152,479 | $154,136 | +$1,657 | +1.09% | |
| Key Capital Management, Inc | 0.05% | 3,036 | $93,615 | $94,632 | +$1,017 | +1.09% | |
| Ifp Advisors, Inc | 0.00% | 1,913 | $60,049 | $59,628 | -$421 | -0.70% | |
| Financial Network Wealth Advisors Llc | 0.03% | 986 | $30,951 | $30,734 | -$217 | -0.70% | |
| Corecap Advisors, Llc | 0.00% | 532 | $16,699 | $16,582 | -$117 | -0.70% | |
| Royal Bank Of Canada | 0.00% | 205 | $6,000 | $6,390 | +$390 | +6.50% |
Frequently asked questions about SIXD
Who are the largest institutional holders of SIXD?
The largest institutional holders of SIXD reported in the latest SEC Form 13F filings include Lido Advisors, Llc, Lloyd Advisory Services, Llc., Allianz Se, Wellment Financial, and Fwg Investments, Llc.. InsiderSet ranks institutional holders by their latest reported SIXD position.
What is SIXD institutional ownership?
This page tracks SIXD positions reported by institutional investment managers through SEC Form 13F. ALLIAN US EQU 6 MON BU10-USD (SIXD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SIXD?
InsiderSet currently tracks 52 institutional managers reporting SIXD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SIXD shareholders.
How much SIXD stock do institutions own?
Institutional investment managers disclosed approximately $148.57M in SIXD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SIXD institutional ownership last updated?
The latest SIXD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SIXD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SIXD position after the reporting date.
Are institutions buying or selling SIXD?
Institutional buying and selling can be analyzed by comparing SIXD positions across consecutive 13F reporting periods. InsiderSet's SIXD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SIXD ownership changes.
How has SIXD institutional ownership changed over time?
InsiderSet tracks SIXD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.