SIXJ Institutional Ownership & Shareholders
ALLIANZIM US 6M BF10 JAN-JUL (SIXJ) is currently held by 50 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $117.34M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Osaic Holdings, Inc. is currently the largest disclosed institutional shareholder of SIXJ tracked by InsiderSet, reporting ownership valued at approximately $23.81M 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 $24.24M, representing an estimated gain of +1.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed SIXJ value among the investors covered in this analysis. Major shareholders include Osaic Holdings, Inc., Rfg Advisory, Llc, Commonwealth Equity Services, 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
50
Total Reported Value
$117.34M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$23.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
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% | 652,774 | $23,812,914 | $24,242,786 | +$429,872 | +1.81% | |
| Rfg Advisory, Llc | 0.19% | 336,319 | $12,268,917 | $12,490,249 | +$221,332 | +1.80% | |
| Commonwealth Equity Services, Llc | 0.01% | 285,356 | $10,409,790 | $10,597,580 | +$187,790 | +1.80% | |
| Allianz Se | 0.10% | 271,756 | $9,913,659 | $10,092,502 | +$178,843 | +1.80% | |
| Cetera Investment Advisers | 0.01% | 246,296 | $8,984,878 | $9,146,965 | +$162,087 | +1.80% | |
| Lpl Financial Llc | 0.00% | 182,665 | $6,663,619 | $6,783,831 | +$120,212 | +1.80% | |
| Hofer & Associates. Inc | 3.79% | 145,590 | $5,430,507 | $5,406,936 | -$23,571 | -0.43% | |
| Red Crane Wealth Management, Llc | 3.79% | 145,590 | $5,430,507 | $5,406,936 | -$23,571 | -0.43% | |
| Usa Financial Formulas | 1.00% | 138,135 | $5,152,436 | $5,130,071 | -$22,365 | -0.43% | |
| Envestnet Asset Management Inc | 0.00% | 131,169 | $4,785,027 | $4,871,367 | +$86,340 | +1.80% | |
| World Investment Advisors | 0.06% | 93,770 | $3,420,711 | $3,482,440 | +$61,729 | +1.80% | |
| Raymond James Financial Inc | 0.00% | 87,076 | $3,176,532 | $3,233,837 | +$57,305 | +1.80% | |
| Bip Wealth, Llc | 0.08% | 74,378 | $2,774,318 | $2,762,258 | -$12,060 | -0.43% | |
| Kestra Advisory Services, Llc | 0.01% | 59,358 | $2,165,380 | $2,204,443 | +$39,063 | +1.80% | |
| First Heartland Consultants, Inc. | 0.10% | 42,138 | $1,571,747 | $1,564,925 | -$6,822 | -0.43% | |
| Retirement Guys Formula Llc | 0.50% | 36,264 | $1,352,647 | $1,346,776 | -$5,871 | -0.43% | |
| Independent Financial Group, Llc | 0.02% | 27,218 | $1,015,231 | $1,010,825 | -$4,406 | -0.43% | |
| Nations Financial Group Inc | 0.04% | 25,745 | $939,178 | $956,120 | +$16,942 | +1.80% | |
| Orion Porfolio Solutions, Llc | 0.01% | 24,083 | $878,531 | $894,397 | +$15,866 | +1.81% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.21% | 20,873 | $778,563 | $775,184 | -$3,379 | -0.43% | |
| Bcgm Wealth Management, Llc | 0.16% | 21,302 | $777,097 | $791,116 | +$14,019 | +1.80% | |
| Janney Montgomery Scott Llc | 0.00% | 17,851 | $651,000 | $662,952 | +$11,952 | +1.84% | |
| Patriot Financial Group Insurance Agency, Llc | 0.05% | 14,614 | $545,102 | $542,736 | -$2,366 | -0.43% | |
| Susquehanna International Group, Llp | 0.00% | 13,111 | $478,289 | $486,918 | +$8,629 | +1.80% | |
| Old Mission Capital Llc | 0.01% | 12,320 | $449,433 | $457,541 | +$8,108 | +1.80% | |
| Harbour Investments, Inc. | 0.01% | 11,188 | $408,138 | $415,501 | +$7,363 | +1.80% | |
| Silver Oak Securities, Incorporated | 0.02% | 10,252 | $373,993 | $380,740 | +$6,747 | +1.80% | |
| Onedigital Investment Advisors Llc | 0.00% | 9,700 | $353,856 | $360,240 | +$6,384 | +1.80% | |
| Wealthquest Corp | 0.02% | 8,563 | $312,378 | $318,014 | +$5,636 | +1.80% | |
| Secure Asset Management, Llc | 0.04% | 8,000 | $298,400 | $297,105 | -$1,295 | -0.43% | |
| Vistica Wealth Advisors, Llc | 0.24% | 7,500 | $273,600 | $278,536 | +$4,936 | +1.80% | |
| Csenge Advisory Group | 0.01% | 7,311 | $266,705 | $271,517 | +$4,812 | +1.80% | |
| Bridgeport Financial Solutions, Llc | 0.06% | 6,222 | $226,979 | $231,073 | +$4,094 | +1.80% | |
| Lido Advisors, Llc | 0.00% | 5,840 | $213,043 | $216,887 | +$3,844 | +1.80% | |
| Sequent Planning Llc | 0.04% | 5,524 | $201,516 | $205,151 | +$3,635 | +1.80% | |
| Centaurus Financial, Inc. | 0.01% | 3,847 | $140,000 | $142,870 | +$2,870 | +2.05% | |
| Creative Financial Designs Inc | 0.01% | 3,362 | $122,646 | $124,858 | +$2,212 | +1.80% | |
| Arax Advisory Partners | 0.00% | 2,227 | $81,241 | $82,707 | +$1,466 | +1.80% | |
| Lloyd Advisory Services, Llc. | 0.02% | 1,296 | $47,278 | $48,131 | +$853 | +1.80% | |
| Nbc Securities, Inc. | 0.00% | 725 | $27,043 | $26,925 | -$118 | -0.44% | |
| Cwm, Llc | 0.00% | 785 | $26,407 | $29,153 | +$2,746 | +10.40% | |
| Elevated Capital Advisors, Llc | 0.01% | 628 | $22,909 | $23,323 | +$414 | +1.81% | |
| Corecap Advisors, Llc | 0.00% | 445 | $16,599 | $16,526 | -$73 | -0.44% | |
| Ifp Advisors, Inc | 0.00% | 376 | $14,025 | $13,964 | -$61 | -0.44% | |
| Assetmark, Inc | 0.00% | 354 | $13,204 | $13,147 | -$57 | -0.43% | |
| Kingdom Financial Group Llc. | 0.00% | 106 | $3,867 | $3,937 | +$70 | +1.80% | |
| Networth Advisors, Llc | 0.00% | 91 | $3,320 | $3,380 | +$60 | +1.79% | |
| Ifg Advisory, Llc | 0.00% | 47 | $1,715 | $1,745 | +$30 | +1.78% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 36,837 | $1,344 | $1,368,056 | +$1,366,712 | +101689.90% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 10 | $373 | $371 | -$2 | -0.43% |
Frequently asked questions about SIXJ
Who are the largest institutional holders of SIXJ?
The largest institutional holders of SIXJ reported in the latest SEC Form 13F filings include Osaic Holdings, Inc., Rfg Advisory, Llc, Commonwealth Equity Services, Llc, Allianz Se, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported SIXJ position.
What is SIXJ institutional ownership?
This page tracks SIXJ positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US 6M BF10 JAN-JUL (SIXJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SIXJ?
InsiderSet currently tracks 50 institutional managers reporting SIXJ 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 SIXJ shareholders.
How much SIXJ stock do institutions own?
Institutional investment managers disclosed approximately $117.34M in SIXJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SIXJ institutional ownership last updated?
The latest SIXJ 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 SIXJ 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 SIXJ position after the reporting date.
Are institutions buying or selling SIXJ?
Institutional buying and selling can be analyzed by comparing SIXJ positions across consecutive 13F reporting periods. InsiderSet's SIXJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SIXJ ownership changes.
How has SIXJ institutional ownership changed over time?
InsiderSet tracks SIXJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.