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SIXD Institutional Ownership

AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
1W: -0.1% 1M: +0.6% 3M: +2.3% YTD: +9.3% 1Y: +11.5%
$31.62
+0.14 (+0.45%)
 
Weekly Expected Move ±0.9%
$31 $31 $32 $32 $32
ETF CBOE · AUM $34.1M

Institutional Ownership — SIXD

58
Institutional Holders
+31 vs prior quarter
0.0%
Ownership
+0.00pp
303M
Total Invested
33
New Positions
16
Increased
8
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (59 total)

# Holder Shares Value Change Change % Holding Period Filing
1 AE Wealth Management LLC 4,998,493 $158M +4,991,113 +67630.3% 9Q SEC ↗
2 Lido Advisors, LLC NEW 716,286 $23M — +0.0% 1Q SEC ↗
3 Lloyd Advisory Services, LLC. 623,128 $20M +622,213 +68001.4% 3Q SEC ↗
4 Allianz SE 315,068 $10M +51,405 +19.5% 3Q SEC ↗
5 Wellment Financial NEW 231,989 $7M — +0.0% 1Q SEC ↗
6 B.O.S.S. Retirement Advisors, LLC NEW 207,628 $7M — +0.0% 1Q SEC ↗
7 FWG Investments, LLC. NEW 207,396 $7M — +0.0% 1Q SEC ↗
8 MML INVESTORS SERVICES, LLC NEW 196,616 $6M — +0.0% 1Q SEC ↗
9 RAYMOND JAMES FINANCIAL INC 195,876 $6M +162,858 +493.2% 7Q SEC ↗
10 HOWARD BAILEY SECURITIES, LLC NEW 192,711 $6M — +0.0% 1Q SEC ↗
11 SMART Wealth LLC NEW 189,841 $6M — +0.0% 1Q SEC ↗
12 Authentikos Wealth Advisory, LLC NEW 187,992 $6M — +0.0% 1Q SEC ↗
13 OSAIC HOLDINGS, INC. 142,694 $5M +52,266 +57.8% 9Q SEC ↗
14 Richmond Brothers, Inc. NEW 111,640 $4M — +0.0% 1Q SEC ↗
15 Integrated Wealth Management NEW 108,476 $3M — +0.0% 1Q SEC ↗
16 Elevated Capital Advisors, LLC 105,606 $3M +102,189 +2990.6% 8Q SEC ↗
17 TOUNJIAN ADVISORY PARTNERS, LLC NEW 87,315 $3M — +0.0% 1Q SEC ↗
18 Centennial Advisors, LLC NEW 82,075 $3M — +0.0% 1Q SEC ↗
19 LifeWealth Investments, LLC NEW 78,906 $2M — +0.0% 1Q SEC ↗
20 FSA Advisors, Inc. NEW 77,438 $2M — +0.0% 1Q SEC ↗
21 Great Lakes Retirement, Inc. NEW 74,843 $2M — +0.0% 1Q SEC ↗
22 Golden Reserve Retirement LLC NEW 65,339 $2M — +0.0% 1Q SEC ↗
23 POM Investment Strategies, LLC NEW 63,582 $2M — +0.0% 1Q SEC ↗
24 Quest 10 Wealth Builders, Inc. NEW 58,666 $2M — +0.0% 1Q SEC ↗
25 COMMONWEALTH EQUITY SERVICES, LLC 41,753 $1M +8,096 +24.1% 9Q SEC ↗
26 LPL Financial LLC 36,083 $1M +371 +1.0% 4Q SEC ↗
27 Kingdom Financial Group LLC. 34,475 $1M +33,560 +3667.8% 3Q SEC ↗
28 Outlook Wealth Advisors, LLC NEW 33,766 $1M — +0.0% 1Q SEC ↗
29 Cetera Investment Advisers 33,522 $1M +9,748 +41.0% 9Q SEC ↗
30 Snowden Capital Advisors LLC NEW 32,991 $1M — +0.0% 1Q SEC ↗
31 Networth Advisors, LLC NEW 31,486 $996K — +0.0% 1Q SEC ↗
32 Comprehensive Financial Consultants In 29,730 $940K +426 +1.5% 6Q SEC ↗
33 Csenge Advisory Group NEW 29,693 $939K — +0.0% 1Q SEC ↗
34 Montgomery Financial Services LLC NEW 23,697 $749K — +0.0% 1Q SEC ↗
35 GOLDMAN SACHS GROUP INC 21,520 $680K +1,885 +9.6% 8Q SEC ↗
36 JANE STREET GROUP, LLC NEW 21,118 $668K — +0.0% 1Q SEC ↗
37 Patriot Financial Group Insurance Agen 20,760 $656K -18,388 -47.0% 5Q SEC ↗
38 WORLD EQUITY GROUP, INC. 20,516 $649K +6,512 +46.5% 3Q SEC ↗
39 OLD MISSION CAPITAL LLC 15,850 $501K +5,802 +57.7% 4Q SEC ↗
40 Kestra Advisory Services, LLC 13,331 $422K -575 -4.1% 6Q SEC ↗
41 Blackston Financial Advisory Group, LL NEW 12,263 $388K — +0.0% 1Q SEC ↗
42 Mosley Wealth Management NEW 11,389 $360K — +0.0% 1Q SEC ↗
43 Cambridge Investment Research Advisors 10,624 $336K -755 -6.6% 6Q SEC ↗
44 IFG Advisory, LLC NEW 9,904 $313K — +0.0% 1Q SEC ↗
45 McAdam, LLC NEW 8,551 $270K — +0.0% 1Q SEC ↗
46 Decker Retirement Planning Inc. NEW 5,813 $184K — +0.0% 1Q SEC ↗
47 HARBOUR INVESTMENTS, INC. 4,945 $156K +2,188 +79.4% 7Q SEC ↗
48 Key Capital Management, INC NEW 3,036 $96K — +0.0% 1Q SEC ↗
49 IFP Advisors, Inc 1,862 $59K -10 -0.5% 5Q SEC ↗
50 COMPASS FINANCIAL MANAGEMENT LLC NEW 1,085 $34K — +0.0% 1Q SEC ↗
Biggest Increases (16)
HolderAddedChange %Total Shares
AE Wealth Management LLC +4,991,113 +67630.3% 4,998,493
Lloyd Advisory Services, LLC. +622,213 +68001.4% 623,128
RAYMOND JAMES FINANCIAL INC +162,858 +493.2% 195,876
Elevated Capital Advisors, LLC +102,189 +2990.6% 105,606
OSAIC HOLDINGS, INC. +52,266 +57.8% 142,694
Allianz SE +51,405 +19.5% 315,068
Kingdom Financial Group LLC. +33,560 +3667.8% 34,475
Cetera Investment Advisers +9,748 +41.0% 33,522
COMMONWEALTH EQUITY SERVICES, LLC +8,096 +24.1% 41,753
WORLD EQUITY GROUP, INC. +6,512 +46.5% 20,516
OLD MISSION CAPITAL LLC +5,802 +57.7% 15,850
HARBOUR INVESTMENTS, INC. +2,188 +79.4% 4,945
GOLDMAN SACHS GROUP INC +1,885 +9.6% 21,520
Comprehensive Financial Consultants +426 +1.5% 29,730
LPL Financial LLC +371 +1.0% 36,083
CoreCap Advisors, LLC +288 +58.5% 780
Biggest Decreases (5)
HolderReducedChange %Total Shares
Patriot Financial Group Insurance A -18,388 -47.0% 20,760
Cambridge Investment Research Advis -755 -6.6% 10,624
Kestra Advisory Services, LLC -575 -4.1% 13,331
ROYAL BANK OF CANADA -53 -20.5% 205
IFP Advisors, Inc -10 -0.5% 1,862

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms