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 $267.77M in SIXO holdings during the latest filing period.
Ae Wealth Management Llc is currently the largest disclosed institutional shareholder of SIXO tracked by InsiderSet, reporting ownership valued at approximately $132.32M 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 $141.10M, representing an estimated gain of +6.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed SIXO value among the investors covered in this analysis. Major shareholders include Ae Wealth Management Llc, Jane Street Group, Llc, Rfg Advisory, Llc, 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
60
Total Reported Value
$267.77M
Largest Holder
Ae Wealth Management Llc
Largest Position
$132.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ae Wealth Management Llc | 0.72% | 3,917,163 | $132,321,754 | $141,096,211 | +$8,774,457 | +6.63% | |
| Jane Street Group, Llc | 0.02% | 684,162 | $23,110,992 | $24,643,515 | +$1,532,523 | +6.63% | |
| Rfg Advisory, Llc | 0.19% | 339,078 | $12,162,728 | $12,213,590 | +$50,862 | +0.42% | |
| Osaic Holdings, Inc. | 0.02% | 349,906 | $11,819,648 | $12,603,614 | +$783,966 | +6.63% | |
| Allianz Se | 0.08% | 218,372 | $7,376,606 | $7,865,759 | +$489,153 | +6.63% | |
| Elevated Capital Advisors, Llc | 1.79% | 210,017 | $7,094,374 | $7,564,812 | +$470,438 | +6.63% | |
| Smart Wealth Llc | 1.85% | 187,385 | $6,329,865 | $6,749,608 | +$419,743 | +6.63% | |
| Lpl Financial Llc | 0.00% | 173,709 | $5,867,873 | $6,256,998 | +$389,125 | +6.63% | |
| Howard Bailey Securities, Llc | 2.35% | 169,540 | $5,727,060 | $6,106,831 | +$379,771 | +6.63% | |
| Commonwealth Equity Services, Llc | 0.01% | 152,727 | $5,478,320 | $5,501,227 | +$22,907 | +0.42% | |
| Cetera Investment Advisers | 0.01% | 141,479 | $4,779,154 | $5,096,074 | +$316,920 | +6.63% | |
| Beck Capital Management, Llc | 0.87% | 112,500 | $3,800,264 | $4,052,250 | +$251,986 | +6.63% | |
| Usa Financial Formulas | 0.70% | 110,556 | $3,734,582 | $3,982,227 | +$247,645 | +6.63% | |
| Patriot Financial Group Insurance Agency, Llc | 0.34% | 92,073 | $3,302,659 | $3,316,469 | +$13,810 | +0.42% | |
| Integrated Wealth Management | 3.47% | 89,561 | $3,025,371 | $3,225,987 | +$200,616 | +6.63% | |
| Great Lakes Retirement, Inc. | 0.25% | 70,863 | $2,393,752 | $2,552,485 | +$158,733 | +6.63% | |
| Bip Wealth, Llc | 0.10% | 70,783 | $2,391,058 | $2,549,604 | +$158,546 | +6.63% | |
| Red Crane Wealth Management, Llc | 1.73% | 65,465 | $2,348,230 | $2,358,049 | +$9,819 | +0.42% | |
| Envestnet Asset Management Inc | 0.00% | 61,197 | $2,067,235 | $2,204,316 | +$137,081 | +6.63% | |
| Gts Financial, Llc | 1.60% | 64,024 | $2,021,878 | $2,306,144 | +$284,266 | +14.06% | |
| Fsa Advisors, Inc. | 1.24% | 55,815 | $1,885,431 | $2,010,456 | +$125,025 | +6.63% | |
| Pom Investment Strategies, Llc | 2.20% | 52,473 | $1,772,538 | $1,890,077 | +$117,539 | +6.63% | |
| Kestra Advisory Services, Llc | 0.00% | 40,190 | $1,441,615 | $1,447,644 | +$6,029 | +0.42% | |
| Csenge Advisory Group | 0.06% | 38,607 | $1,304,128 | $1,390,624 | +$86,496 | +6.63% | |
| First Heartland Consultants, Inc. | 0.07% | 30,137 | $1,081,014 | $1,085,535 | +$4,521 | +0.42% | |
| Raymond James Financial Inc | 0.00% | 31,940 | $1,078,933 | $1,150,479 | +$71,546 | +6.63% | |
| Outlook Wealth Advisors, Llc | 0.24% | 29,719 | $1,003,908 | $1,070,478 | +$66,570 | +6.63% | |
| Kingdom Financial Group Llc. | 0.28% | 29,115 | $983,505 | $1,048,722 | +$65,217 | +6.63% | |
| Lloyd Advisory Services, Llc. | 0.28% | 29,115 | $983,505 | $1,048,722 | +$65,217 | +6.63% | |
| World Investment Advisors | 0.02% | 28,575 | $965,273 | $1,029,272 | +$63,999 | +6.63% | |
| Advisory Services Network, Llc | 0.01% | 27,278 | $921,451 | $982,554 | +$61,103 | +6.63% | |
| Nations Financial Group Inc | 0.04% | 24,741 | $887,460 | $891,171 | +$3,711 | +0.42% | |
| Harbour Investments, Inc. | 0.01% | 22,042 | $744,579 | $793,953 | +$49,374 | +6.63% | |
| Ifp Advisors, Inc | 0.01% | 12,650 | $453,755 | $455,653 | +$1,898 | +0.42% | |
| Independent Financial Group, Llc | 0.01% | 11,261 | $403,932 | $405,621 | +$1,689 | +0.42% | |
| Old Mission Capital Llc | 0.01% | 11,726 | $396,104 | $422,371 | +$26,267 | +6.63% | |
| Secure Asset Management, Llc | 0.05% | 10,702 | $383,881 | $385,486 | +$1,605 | +0.42% | |
| Financial Network Wealth Advisors Llc | 0.38% | 10,334 | $370,681 | $372,231 | +$1,550 | +0.42% | |
| Arkadios Wealth Advisors | 0.01% | 10,526 | $355,568 | $379,147 | +$23,579 | +6.63% | |
| Triad Wealth Partners, Llc | 0.03% | 9,691 | $327,362 | $349,070 | +$21,708 | +6.63% | |
| Blackston Financial Advisory Group, Llc | 0.20% | 9,400 | $317,532 | $338,588 | +$21,056 | +6.63% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.08% | 8,578 | $307,693 | $308,980 | +$1,287 | +0.42% | |
| Foundations Investment Advisors, Llc | 0.00% | 8,845 | $298,784 | $318,597 | +$19,813 | +6.63% | |
| Mid-American Wealth Advisory Group, Inc. | 0.11% | 8,329 | $298,761 | $300,011 | +$1,250 | +0.42% | |
| Authentikos Wealth Advisory, Llc | 0.18% | 8,098 | $273,550 | $291,690 | +$18,140 | +6.63% | |
| Citadel Advisors Llc | 0.00% | 7,398 | $249,904 | $266,476 | +$16,572 | +6.63% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.10% | 6,507 | $233,406 | $234,382 | +$976 | +0.42% | |
| Forty-Three Eighteen Advisors, Llc | 0.17% | 6,800 | $229,704 | $244,936 | +$15,232 | +6.63% | |
| Ausdal Financial Partners, Inc. | 0.01% | 6,030 | $203,693 | $217,201 | +$13,508 | +6.63% | |
| Creativeone Wealth, Llc | 0.00% | 5,982 | $202,072 | $215,472 | +$13,400 | +6.63% |
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.