SIXO Institutional Ownership & Shareholders
ALLIANZIM US 6M BF10 APR-OCT (SIXO) is currently held by 54 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $97.66M 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 SIXO tracked by InsiderSet, reporting ownership valued at approximately $12.94M 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 $13.16M, representing an estimated gain of +1.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed SIXO value among the investors covered in this analysis. Major shareholders include Osaic Holdings, Inc., Rfg Advisory, Llc, Allianz Se, and several other long-term asset managers with concentrated positions in ALLIANZIM US 6M BF10 APR-OCT (SIXO).
This page ranks the largest institutional SIXO 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
54
Total Reported Value
$97.66M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$12.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
85
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | 0.02% | 360,733 | $12,939,281 | $13,163,147 | +$223,866 | +1.73% | |
| Rfg Advisory, Llc | 0.19% | 339,078 | $12,162,728 | $12,372,956 | +$210,228 | +1.73% | |
| Allianz Se | 0.10% | 261,947 | $9,396,039 | $9,558,446 | +$162,407 | +1.73% | |
| Lpl Financial Llc | 0.00% | 162,813 | $5,840,084 | $5,941,046 | +$100,962 | +1.73% | |
| Commonwealth Equity Services, Llc | 0.01% | 152,727 | $5,478,320 | $5,573,008 | +$94,688 | +1.73% | |
| Cetera Investment Advisers | 0.00% | 143,700 | $5,154,512 | $5,243,613 | +$89,101 | +1.73% | |
| Usa Financial Formulas | 0.98% | 137,895 | $5,051,094 | $5,031,789 | -$19,305 | -0.38% | |
| Bip Wealth, Llc | 0.11% | 113,965 | $4,174,538 | $4,158,583 | -$15,955 | -0.38% | |
| Elevated Capital Advisors, Llc | 1.10% | 111,448 | $3,997,640 | $4,066,738 | +$69,098 | +1.73% | |
| Beck Capital Management, Llc | 0.74% | 111,434 | $3,997,120 | $4,066,227 | +$69,107 | +1.73% | |
| Patriot Financial Group Insurance Agency, Llc | 0.29% | 84,124 | $3,081,462 | $3,069,685 | -$11,777 | -0.38% | |
| Envestnet Asset Management Inc | 0.00% | 62,949 | $2,257,981 | $2,297,009 | +$39,028 | +1.73% | |
| Hofer & Associates. Inc | 1.57% | 61,618 | $2,257,051 | $2,248,441 | -$8,610 | -0.38% | |
| Red Crane Wealth Management, Llc | 1.57% | 61,618 | $2,257,051 | $2,248,441 | -$8,610 | -0.38% | |
| Gts Financial, Llc | 1.58% | 65,377 | $2,164,632 | $2,385,607 | +$220,975 | +10.21% | |
| Raymond James Financial Inc | 0.00% | 44,180 | $1,584,736 | $1,612,128 | +$27,392 | +1.73% | |
| Fortis Capital Management Llc | 0.17% | 41,486 | $1,488,103 | $1,513,824 | +$25,721 | +1.73% | |
| Kestra Advisory Services, Llc | 0.00% | 40,190 | $1,441,615 | $1,466,533 | +$24,918 | +1.73% | |
| First Heartland Consultants, Inc. | 0.09% | 38,569 | $1,412,782 | $1,407,383 | -$5,399 | -0.38% | |
| Ifg Advisory, Llc | 0.03% | 26,550 | $952,348 | $968,810 | +$16,462 | +1.73% | |
| Old Mission Capital Llc | 0.02% | 26,223 | $940,619 | $956,877 | +$16,258 | +1.73% | |
| Hrt Financial Lp | 0.00% | 25,479 | $913,000 | $929,729 | +$16,729 | +1.83% | |
| Nations Financial Group Inc | 0.04% | 24,741 | $887,460 | $902,799 | +$15,339 | +1.73% | |
| Susquehanna International Group, Llp | 0.00% | 24,553 | $880,716 | $895,939 | +$15,223 | +1.73% | |
| World Investment Advisors | 0.01% | 22,890 | $821,064 | $835,256 | +$14,192 | +1.73% | |
| Harbour Investments, Inc. | 0.01% | 20,456 | $733,757 | $746,439 | +$12,682 | +1.73% | |
| Jane Street Group, Llc | 0.00% | 19,853 | $712,127 | $724,436 | +$12,309 | +1.73% | |
| Ifp Advisors, Inc | 0.01% | 12,406 | $454,432 | $452,695 | -$1,737 | -0.38% | |
| Secure Asset Management, Llc | 0.05% | 10,702 | $392,014 | $390,516 | -$1,498 | -0.38% | |
| Financial Network Wealth Advisors Llc | 0.37% | 10,334 | $378,534 | $377,088 | -$1,446 | -0.38% | |
| Mid-American Wealth Advisory Group, Inc. | 0.13% | 10,271 | $376,227 | $374,789 | -$1,438 | -0.38% | |
| Independent Financial Group, Llc | 0.01% | 10,221 | $374,395 | $372,964 | -$1,431 | -0.38% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | 8,920 | $326,740 | $325,491 | -$1,249 | -0.38% | |
| Foundations Investment Advisors, Llc | 0.00% | 7,968 | $285,812 | $290,752 | +$4,940 | +1.73% | |
| Goldman Sachs Group Inc | 0.00% | 6,805 | $244,095 | $248,314 | +$4,219 | +1.73% | |
| Forty-Three Eighteen Advisors, Llc | 0.16% | 6,800 | $243,916 | $248,132 | +$4,216 | +1.73% | |
| Creativeone Wealth, Llc | 0.01% | 6,682 | $239,683 | $243,826 | +$4,143 | +1.73% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.10% | 6,507 | $238,351 | $237,440 | -$911 | -0.38% | |
| Arkadios Wealth Advisors | 0.00% | 6,406 | $229,783 | $233,755 | +$3,972 | +1.73% | |
| Mml Investors Services, Llc | 0.00% | 5,738 | $205,822 | $209,380 | +$3,558 | +1.73% | |
| Citadel Advisors Llc | 0.00% | 5,581 | $200,190 | $203,651 | +$3,461 | +1.73% | |
| Creative Financial Designs Inc | 0.01% | 3,636 | $130,423 | $132,678 | +$2,255 | +1.73% | |
| Centaurus Financial, Inc. | 0.00% | 3,222 | $116,000 | $117,571 | +$1,571 | +1.35% | |
| Barclays Plc | 0.00% | 1,498 | $53,733 | $54,662 | +$929 | +1.73% | |
| Tounjian Advisory Partners, Llc | 0.02% | 1,161 | $41,645 | $42,365 | +$720 | +1.73% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 912 | $33,407 | $33,279 | -$128 | -0.38% | |
| Mosley Wealth Management | 0.01% | 815 | $30,029 | $29,739 | -$290 | -0.96% | |
| Assetmark, Inc | 0.00% | 685 | $25,092 | $24,996 | -$96 | -0.38% | |
| Lloyd Advisory Services, Llc. | 0.01% | 693 | $24,858 | $25,288 | +$430 | +1.73% | |
| Corecap Advisors, Llc | 0.00% | 493 | $18,059 | $17,990 | -$69 | -0.38% |
Frequently asked questions about SIXO
Who are the largest institutional holders of SIXO?
The largest institutional holders of SIXO reported in the latest SEC Form 13F filings include Osaic Holdings, Inc., Rfg Advisory, Llc, Allianz Se, Lpl Financial Llc, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported SIXO position.
What is SIXO institutional ownership?
This page tracks SIXO positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US 6M BF10 APR-OCT (SIXO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SIXO?
InsiderSet currently tracks 54 institutional managers reporting SIXO 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 SIXO shareholders.
How much SIXO stock do institutions own?
Institutional investment managers disclosed approximately $97.66M in SIXO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SIXO institutional ownership last updated?
The latest SIXO 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 SIXO 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 SIXO position after the reporting date.
Are institutions buying or selling SIXO?
Institutional buying and selling can be analyzed by comparing SIXO positions across consecutive 13F reporting periods. InsiderSet's SIXO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SIXO ownership changes.
How has SIXO institutional ownership changed over time?
InsiderSet tracks SIXO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.