ALLIANZIM US 6M BF10 JAN-JUL (SIXJ) Top Institutional Shareholders
ALLIANZIM US 6M BF10 JAN-JUL (SIXJ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $113.69M in SIXJ holdings during the latest filing period.
Osaic Holdings, Inc. is currently the largest disclosed institutional shareholder of SIXJ tracked by InsiderSet, reporting ownership valued at approximately $21.86M in its March 31, 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 $23.54M, representing an estimated gain of +7.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed SIXJ value among the investors covered in this analysis. Major shareholders include Osaic Holdings, Inc., Red Crane Wealth Management, Llc, Rfg Advisory, Llc, and several other long-term asset managers with concentrated positions in ALLIANZIM US 6M BF10 JAN-JUL (SIXJ).
This page ranks the largest institutional SIXJ 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
$113.69M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$21.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | 0.03% | 649,807 | $21,859,237 | $23,535,685 | +$1,676,448 | +7.67% | |
| Red Crane Wealth Management, Llc | 9.20% | 332,223 | $11,175,982 | $12,032,951 | +$856,969 | +7.67% | |
| Rfg Advisory, Llc | 0.20% | 324,859 | $10,928,257 | $11,766,231 | +$837,974 | +7.67% | |
| Commonwealth Equity Services, Llc | 0.01% | 287,524 | $9,672,310 | $10,413,976 | +$741,666 | +7.67% | |
| Cetera Investment Advisers | 0.01% | 255,469 | $8,593,960 | $9,252,959 | +$658,999 | +7.67% | |
| Allianz Se | 0.09% | 228,485 | $7,686,235 | $8,275,612 | +$589,377 | +7.67% | |
| Lpl Financial Llc | 0.00% | 208,860 | $7,026,050 | $7,564,805 | +$538,755 | +7.67% | |
| Raymond James Financial Inc | 0.00% | 206,472 | $6,945,718 | $7,478,313 | +$532,595 | +7.67% | |
| Envestnet Asset Management Inc | 0.00% | 137,377 | $4,621,345 | $4,975,726 | +$354,381 | +7.67% | |
| Usa Financial Formulas | 0.72% | 113,956 | $3,833,480 | $4,127,429 | +$293,949 | +7.67% | |
| World Investment Advisors | 0.06% | 107,909 | $3,630,068 | $3,908,410 | +$278,342 | +7.67% | |
| Bip Wealth, Llc | 0.09% | 68,541 | $2,305,702 | $2,482,521 | +$176,819 | +7.67% | |
| Gladstone Institutional Advisory Llc | 0.05% | 38,758 | $1,303,819 | $1,403,795 | +$99,976 | +7.67% | |
| Retirement Guys Formula Llc | 0.59% | 37,983 | $1,277,748 | $1,375,725 | +$97,977 | +7.67% | |
| Kestra Advisory Services, Llc | 0.00% | 36,584 | $1,230,686 | $1,325,054 | +$94,368 | +7.67% | |
| Patriot Financial Group Insurance Agency, Llc | 0.07% | 35,480 | $1,193,548 | $1,285,068 | +$91,520 | +7.67% | |
| Orion Porfolio Solutions, Llc | 0.01% | 34,337 | $1,155,081 | $1,243,669 | +$88,588 | +7.67% | |
| Advisory Services Network, Llc | 0.02% | 33,729 | $1,134,643 | $1,221,648 | +$87,005 | +7.67% | |
| First Heartland Consultants, Inc. | 0.08% | 32,856 | $1,105,276 | $1,190,028 | +$84,752 | +7.67% | |
| Nations Financial Group Inc | 0.05% | 26,973 | $907,372 | $976,949 | +$69,577 | +7.67% | |
| Ae Wealth Management Llc | 0.00% | 22,735 | $764,806 | $823,450 | +$58,644 | +7.67% | |
| Bcgm Wealth Management, Llc | 0.18% | 21,302 | $716,599 | $771,548 | +$54,949 | +7.67% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.17% | 17,382 | $584,730 | $629,567 | +$44,837 | +7.67% | |
| Harbour Investments, Inc. | 0.01% | 11,216 | $377,306 | $406,238 | +$28,932 | +7.67% | |
| Old Mission Capital Llc | 0.01% | 10,300 | $346,492 | $373,061 | +$26,569 | +7.67% | |
| Silver Oak Securities, Incorporated | 0.03% | 10,278 | $345,752 | $372,264 | +$26,512 | +7.67% | |
| Citadel Advisors Llc | 0.00% | 9,778 | $328,932 | $354,154 | +$25,222 | +7.67% | |
| Onedigital Investment Advisors Llc | 0.00% | 9,700 | $326,308 | $351,329 | +$25,021 | +7.67% | |
| Susquehanna International Group, Llp | 0.00% | 9,617 | $323,516 | $348,323 | +$24,807 | +7.67% | |
| Wealthquest Corp | 0.02% | 8,563 | $293,540 | $310,148 | +$16,608 | +5.66% | |
| Secure Asset Management, Llc | 0.04% | 8,000 | $269,120 | $289,756 | +$20,636 | +7.67% | |
| Jane Street Group, Llc | 0.00% | 7,860 | $264,410 | $284,685 | +$20,275 | +7.67% | |
| Vistica Wealth Advisors, Llc | 0.25% | 7,500 | $252,300 | $271,646 | +$19,346 | +7.67% | |
| Csenge Advisory Group | 0.01% | 7,341 | $246,951 | $265,887 | +$18,936 | +7.67% | |
| Bridgeport Financial Solutions, Llc | 0.06% | 6,222 | $209,308 | $225,358 | +$16,050 | +7.67% | |
| Creative Financial Designs Inc | 0.01% | 5,063 | $170,319 | $183,379 | +$13,060 | +7.67% | |
| Arax Advisory Partners | 0.00% | 2,227 | $74,916 | $80,661 | +$5,745 | +7.67% | |
| Kingdom Financial Group Llc. | 0.01% | 1,260 | $42,386 | $45,637 | +$3,251 | +7.67% | |
| Lloyd Advisory Services, Llc. | 0.01% | 1,260 | $42,386 | $45,637 | +$3,251 | +7.67% | |
| Cwm, Llc | 0.00% | 785 | $26,407 | $28,432 | +$2,025 | +7.67% | |
| Nbc Securities, Inc. | 0.00% | 725 | $24,389 | $26,259 | +$1,870 | +7.67% | |
| Elevated Capital Advisors, Llc | 0.01% | 628 | $21,126 | $22,746 | +$1,620 | +7.67% | |
| Ifp Advisors, Inc | 0.00% | 435 | $14,633 | $15,755 | +$1,122 | +7.67% | |
| Assetmark, Inc | 0.00% | 354 | $11,909 | $12,822 | +$913 | +7.66% | |
| Corecap Advisors, Llc | 0.00% | 328 | $11,034 | $11,880 | +$846 | +7.67% | |
| Barclays Plc | 0.00% | 175 | $5,887 | $6,338 | +$451 | +7.67% | |
| Financial Network Wealth Advisors Llc | 0.00% | 122 | $4,104 | $4,419 | +$315 | +7.67% | |
| Networth Advisors, Llc | 0.00% | 91 | $3,061 | $3,296 | +$235 | +7.68% | |
| Janney Montgomery Scott Llc | 0.00% | 44,158 | $1,485 | $1,599,381 | +$1,597,896 | +107602.40% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 38,060 | $1,280 | $1,378,514 | +$1,377,234 | +107596.42% |
Frequently asked questions about SIXJ
Who owns the most SIXJ stock?
The largest holders of SIXJ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALLIANZIM US 6M BF10 JAN-JUL (SIXJ).
Is SIXJ widely held by superinvestors?
Many widely followed stocks like SIXJ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SIXJ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.