ALLIANZIM US 6M BF10 APR-OCT (SIXO) Institutional Shareholders
ALLIANZIM US 6M BF10 APR-OCT (SIXO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $94.40M in SIXO holdings during the latest filing period.
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 $13.18M, representing an estimated gain of +1.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% 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
53
Total Reported Value
$94.40M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$12.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
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 | $13,181,076 | +$241,795 | +1.87% | |
| Rfg Advisory, Llc | 0.19% | 339,078 | $12,162,728 | $12,389,808 | +$227,080 | +1.87% | |
| Allianz Se | 0.10% | 261,947 | $9,396,039 | $9,571,465 | +$175,426 | +1.87% | |
| Lpl Financial Llc | 0.00% | 162,813 | $5,840,084 | $5,949,138 | +$109,054 | +1.87% | |
| Commonwealth Equity Services, Llc | 0.01% | 152,727 | $5,478,320 | $5,580,599 | +$102,279 | +1.87% | |
| Cetera Investment Advisers | 0.00% | 143,700 | $5,154,512 | $5,250,755 | +$96,243 | +1.87% | |
| Bip Wealth, Llc | 0.13% | 128,708 | $4,616,756 | $4,702,952 | +$86,196 | +1.87% | |
| Elevated Capital Advisors, Llc | 1.10% | 111,448 | $3,997,640 | $4,072,276 | +$74,636 | +1.87% | |
| Beck Capital Management, Llc | 0.74% | 111,434 | $3,997,120 | $4,071,765 | +$74,645 | +1.87% | |
| Usa Financial Formulas | 0.70% | 110,556 | $3,734,582 | $4,039,683 | +$305,101 | +8.17% | |
| Patriot Financial Group Insurance Agency, Llc | 0.34% | 92,073 | $3,302,659 | $3,364,320 | +$61,661 | +1.87% | |
| Red Crane Wealth Management, Llc | 1.73% | 65,465 | $2,348,230 | $2,392,071 | +$43,841 | +1.87% | |
| Envestnet Asset Management Inc | 0.00% | 62,949 | $2,257,981 | $2,300,138 | +$42,157 | +1.87% | |
| Gts Financial, Llc | 1.58% | 65,377 | $2,164,632 | $2,388,856 | +$224,224 | +10.36% | |
| Raymond James Financial Inc | 0.00% | 44,180 | $1,584,736 | $1,614,324 | +$29,588 | +1.87% | |
| Fortis Capital Management Llc | 0.17% | 41,486 | $1,488,103 | $1,515,886 | +$27,783 | +1.87% | |
| Kestra Advisory Services, Llc | 0.00% | 40,190 | $1,441,615 | $1,468,531 | +$26,916 | +1.87% | |
| First Heartland Consultants, Inc. | 0.07% | 30,137 | $1,081,014 | $1,101,197 | +$20,183 | +1.87% | |
| Ifg Advisory, Llc | 0.03% | 26,550 | $952,348 | $970,129 | +$17,781 | +1.87% | |
| Old Mission Capital Llc | 0.02% | 26,223 | $940,619 | $958,181 | +$17,562 | +1.87% | |
| Hrt Financial Lp | 0.00% | 25,479 | $913,000 | $930,995 | +$17,995 | +1.97% | |
| Nations Financial Group Inc | 0.04% | 24,741 | $887,460 | $904,029 | +$16,569 | +1.87% | |
| Susquehanna International Group, Llp | 0.00% | 24,553 | $880,716 | $897,159 | +$16,443 | +1.87% | |
| World Investment Advisors | 0.01% | 22,890 | $821,064 | $836,394 | +$15,330 | +1.87% | |
| Harbour Investments, Inc. | 0.01% | 20,456 | $733,757 | $747,456 | +$13,699 | +1.87% | |
| Jane Street Group, Llc | 0.00% | 19,853 | $712,127 | $725,423 | +$13,296 | +1.87% | |
| Ifp Advisors, Inc | 0.01% | 12,650 | $453,755 | $462,227 | +$8,472 | +1.87% | |
| Independent Financial Group, Llc | 0.01% | 11,261 | $403,932 | $411,474 | +$7,542 | +1.87% | |
| Secure Asset Management, Llc | 0.05% | 10,702 | $383,881 | $391,048 | +$7,167 | +1.87% | |
| Financial Network Wealth Advisors Llc | 0.38% | 10,334 | $370,681 | $377,601 | +$6,920 | +1.87% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.08% | 8,578 | $307,693 | $313,438 | +$5,745 | +1.87% | |
| Mid-American Wealth Advisory Group, Inc. | 0.11% | 8,329 | $298,761 | $304,339 | +$5,578 | +1.87% | |
| Foundations Investment Advisors, Llc | 0.00% | 7,968 | $285,812 | $291,148 | +$5,336 | +1.87% | |
| Goldman Sachs Group Inc | 0.00% | 6,805 | $244,095 | $248,653 | +$4,558 | +1.87% | |
| Forty-Three Eighteen Advisors, Llc | 0.16% | 6,800 | $243,916 | $248,470 | +$4,554 | +1.87% | |
| Creativeone Wealth, Llc | 0.01% | 6,682 | $239,683 | $244,158 | +$4,475 | +1.87% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.10% | 6,507 | $233,406 | $237,764 | +$4,358 | +1.87% | |
| Arkadios Wealth Advisors | 0.00% | 6,406 | $229,783 | $234,073 | +$4,290 | +1.87% | |
| Mml Investors Services, Llc | 0.00% | 5,738 | $205,822 | $209,665 | +$3,843 | +1.87% | |
| Citadel Advisors Llc | 0.00% | 5,581 | $200,190 | $203,928 | +$3,738 | +1.87% | |
| Creative Financial Designs Inc | 0.01% | 3,636 | $130,423 | $132,858 | +$2,435 | +1.87% | |
| Centaurus Financial, Inc. | 0.00% | 3,222 | $116,000 | $117,731 | +$1,731 | +1.49% | |
| Barclays Plc | 0.00% | 1,498 | $53,733 | $54,736 | +$1,003 | +1.87% | |
| Tounjian Advisory Partners, Llc | 0.02% | 1,161 | $41,645 | $42,423 | +$778 | +1.87% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 912 | $32,713 | $33,324 | +$611 | +1.87% | |
| Mosley Wealth Management | 0.01% | 904 | $32,426 | $33,032 | +$606 | +1.87% | |
| Lloyd Advisory Services, Llc. | 0.01% | 693 | $24,858 | $25,322 | +$464 | +1.87% | |
| Corecap Advisors, Llc | 0.00% | 410 | $14,707 | $14,981 | +$274 | +1.86% | |
| Assetmark, Inc | 0.00% | 327 | $11,729 | $11,948 | +$219 | +1.87% | |
| Jpmorgan Chase & Co | 0.00% | 231 | $8,269 | $8,441 | +$172 | +2.08% |
Frequently asked questions about SIXO
Who owns the most SIXO stock?
The largest holders of SIXO 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 APR-OCT (SIXO).
Is SIXO widely held by superinvestors?
Many widely followed stocks like SIXO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SIXO 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.