SIXZ Institutional Ownership & Shareholders
ALLIAN US EQU 6 MON BU10-USD (SIXZ) is currently held by 25 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $44.89M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mid-American Wealth Advisory Group, Inc. is currently the largest disclosed institutional shareholder of SIXZ tracked by InsiderSet, reporting ownership valued at approximately $17.70M in its September 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 $17.61M, representing an estimated loss of -0.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed SIXZ value among the investors covered in this analysis. Major shareholders include Mid-American Wealth Advisory Group, Inc., Allianz Se, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in ALLIAN US EQU 6 MON BU10-USD (SIXZ).
This page ranks the largest institutional SIXZ 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
25
Total Reported Value
$44.89M
Largest Holder
Mid-American Wealth Advisory Group, Inc.
Largest Position
$17.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 6.18% | 547,177 | $17,700,519 | $17,613,299 | -$87,220 | -0.49% | |
| Allianz Se | 0.10% | 305,421 | $9,628,489 | $9,831,319 | +$202,830 | +2.11% | |
| Envestnet Asset Management Inc | 0.00% | 145,554 | $4,588,634 | $4,685,296 | +$96,662 | +2.11% | |
| Osaic Holdings, Inc. | 0.00% | 93,923 | $2,961,295 | $3,023,325 | +$62,030 | +2.09% | |
| Kestra Advisory Services, Llc | 0.01% | 55,420 | $1,792,770 | $1,783,937 | -$8,833 | -0.49% | |
| Susquehanna International Group, Llp | 0.00% | 53,333 | $1,681,338 | $1,716,757 | +$35,419 | +2.11% | |
| Commonwealth Equity Services, Llc | 0.00% | 44,301 | $1,433,080 | $1,426,023 | -$7,057 | -0.49% | |
| World Investment Advisors | 0.02% | 38,756 | $1,221,795 | $1,247,532 | +$25,737 | +2.11% | |
| Cetera Investment Advisers | 0.00% | 36,249 | $1,142,761 | $1,166,834 | +$24,073 | +2.11% | |
| Old Mission Capital Llc | 0.01% | 14,161 | $446,429 | $455,834 | +$9,405 | +2.11% | |
| Patriot Financial Group Insurance Agency, Llc | 0.04% | 13,133 | $424,837 | $422,743 | -$2,094 | -0.49% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.11% | 12,364 | $399,961 | $397,990 | -$1,971 | -0.49% | |
| Beck Capital Management, Llc | 0.07% | 12,605 | $397,376 | $405,747 | +$8,371 | +2.11% | |
| Secure Asset Management, Llc | 0.05% | 10,700 | $346,132 | $344,427 | -$1,705 | -0.49% | |
| Lpl Financial Llc | 0.00% | 9,540 | $300,751 | $307,087 | +$6,336 | +2.11% | |
| Harbour Investments, Inc. | 0.00% | 4,053 | $127,772 | $130,464 | +$2,692 | +2.11% | |
| Arax Advisory Partners | 0.00% | 3,521 | $110,999 | $113,339 | +$2,340 | +2.11% | |
| Ifp Advisors, Inc | 0.00% | 1,790 | $57,904 | $57,619 | -$285 | -0.49% | |
| Lloyd Advisory Services, Llc. | 0.02% | 1,298 | $41,989 | $41,782 | -$207 | -0.49% | |
| Ifg Advisory, Llc | 0.00% | 959 | $30,233 | $30,870 | +$637 | +2.11% | |
| Elevated Capital Advisors, Llc | 0.01% | 836 | $26,355 | $26,910 | +$555 | +2.11% | |
| Corecap Advisors, Llc | 0.00% | 520 | $16,821 | $16,738 | -$83 | -0.49% | |
| Pom Investment Strategies, Llc | 0.00% | 147 | $4,755 | $4,732 | -$23 | -0.49% | |
| Tounjian Advisory Partners, Llc | 0.00% | 86 | $2,724 | $2,768 | +$44 | +1.63% | |
| Networth Advisors, Llc | 0.00% | 44 | $1,387 | $1,416 | +$29 | +2.11% |
Frequently asked questions about SIXZ
Who are the largest institutional holders of SIXZ?
The largest institutional holders of SIXZ reported in the latest SEC Form 13F filings include Mid-American Wealth Advisory Group, Inc., Allianz Se, Envestnet Asset Management Inc, Osaic Holdings, Inc., and Kestra Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported SIXZ position.
What is SIXZ institutional ownership?
This page tracks SIXZ positions reported by institutional investment managers through SEC Form 13F. ALLIAN US EQU 6 MON BU10-USD (SIXZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SIXZ?
InsiderSet currently tracks 25 institutional managers reporting SIXZ 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 SIXZ shareholders.
How much SIXZ stock do institutions own?
Institutional investment managers disclosed approximately $44.89M in SIXZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SIXZ institutional ownership last updated?
The latest SIXZ 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 SIXZ 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 SIXZ position after the reporting date.
Are institutions buying or selling SIXZ?
Institutional buying and selling can be analyzed by comparing SIXZ positions across consecutive 13F reporting periods. InsiderSet's SIXZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SIXZ ownership changes.
How has SIXZ institutional ownership changed over time?
InsiderSet tracks SIXZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.