SIXJ Institutional Ownership
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
1W: +0.1%
1M: +0.8%
3M: +2.5%
YTD: +9.4%
1Y: +12.4%
3Y: +53.0%
$37.52
+0.18 (+0.50%)
Weekly Expected Move ±0.8%
$37
$37
$38
$38
$38
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SIXJ
57
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
117M
Total Invested
6
New Positions
10
Increased
27
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (64 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | 652,774 | $24M | +2,967 | +0.5% | 18Q | SEC ↗ |
| 2 | RFG Advisory, LLC | 336,319 | $13M | +11,460 | +3.5% | 8Q | SEC ↗ |
| 3 | RED CRANE WEALTH MANAGEMENT, LLC | 290,848 | $11M | -41,375 | -12.5% | 7Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 285,356 | $11M | -2,168 | -0.8% | 18Q | SEC ↗ |
| 5 | Allianz SE | 271,756 | $10M | +43,271 | +18.9% | 3Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 246,296 | $9M | -9,173 | -3.6% | 11Q | SEC ↗ |
| 7 | LPL Financial LLC | 182,665 | $7M | -26,195 | -12.5% | 11Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 131,169 | $5M | -6,208 | -4.5% | 18Q | SEC ↗ |
| 9 | USA FINANCIAL FORMULAS NEW | 127,960 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 10 | USA FINANCIAL FORMULAS | 113,956 | $4M | -7,117 | -5.9% | 5Q | SEC ↗ |
| 11 | World Investment Advisors | 93,770 | $4M | -14,139 | -13.1% | 3Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 87,076 | $3M | -119,396 | -57.8% | 7Q | SEC ↗ |
| 13 | BIP Wealth, LLC | 66,516 | $2M | -2,025 | -3.0% | 3Q | SEC ↗ |
| 14 | Kestra Advisory Services, LLC | 59,358 | $2M | +22,774 | +62.3% | 13Q | SEC ↗ |
| 15 | First Heartland Consultants, Inc. | 38,671 | $1M | +5,815 | +17.7% | 10Q | SEC ↗ |
| 16 | RETIREMENT GUYS FORMULA LLC | 36,974 | $1M | -1,009 | -2.7% | 12Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors | 36,837 | $1M | -1,223 | -3.2% | 12Q | SEC ↗ |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | 28,719 | $1M | -9,950 | -25.7% | 11Q | SEC ↗ |
| 19 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 25,745 | $966K | -1,228 | -4.6% | 18Q | SEC ↗ |
| 20 | Orion Porfolio Solutions, LLC | 24,083 | $904K | -10,254 | -29.9% | 11Q | SEC ↗ |
| 21 | BCGM Wealth Management, LLC | 21,302 | $799K | — | +0.0% | 12Q | SEC ↗ |
| 22 | Comprehensive Financial Consultants In | 19,563 | $734K | +2,181 | +12.5% | 4Q | SEC ↗ |
| 23 | Janney Montgomery Scott LLC | 17,851 | $670K | -26,307 | -59.6% | 11Q | SEC ↗ |
| 24 | Patriot Financial Group Insurance Agen | 17,740 | $666K | -17,740 | -50.0% | 4Q | SEC ↗ |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,111 | $492K | +3,494 | +36.3% | 6Q | SEC ↗ |
| 26 | OLD MISSION CAPITAL LLC | 12,320 | $462K | +2,020 | +19.6% | 4Q | SEC ↗ |
| 27 | HARBOUR INVESTMENTS, INC. | 11,188 | $420K | -28 | -0.2% | 17Q | SEC ↗ |
| 28 | SILVER OAK SECURITIES, INCORPORATED | 10,252 | $385K | -26 | -0.3% | 10Q | SEC ↗ |
| 29 | OneDigital Investment Advisors LLC | 9,700 | $364K | — | +0.0% | 11Q | SEC ↗ |
| 30 | AE Wealth Management LLC | 9,070 | $340K | -13,665 | -60.1% | 9Q | SEC ↗ |
| 31 | Wealthquest Corp | 8,563 | $321K | — | +0.0% | 3Q | SEC ↗ |
| 32 | Secure Asset Management, LLC | 8,000 | $300K | — | +0.0% | 2Q | SEC ↗ |
| 33 | Vistica Wealth Advisors, LLC | 7,500 | $281K | — | +0.0% | 3Q | SEC ↗ |
| 34 | Csenge Advisory Group | 7,311 | $274K | -30 | -0.4% | 4Q | SEC ↗ |
| 35 | BridgePort Financial Solutions, LLC | 6,222 | $233K | — | +0.0% | 4Q | SEC ↗ |
| 36 | Lido Advisors, LLC NEW | 5,840 | $219K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Sequent Planning LLC NEW | 5,524 | $207K | — | +0.0% | 1Q | SEC ↗ |
| 38 | CENTAURUS FINANCIAL, INC. | 3,847 | $144K | — | +0.0% | 12Q | SEC ↗ |
| 39 | CREATIVE FINANCIAL DESIGNS INC /ADV | 3,362 | $126K | -1,701 | -33.6% | 12Q | SEC ↗ |
| 40 | Arax Advisory Partners | 2,227 | $84K | — | +0.0% | 4Q | SEC ↗ |
| 41 | Lloyd Advisory Services, LLC. | 1,296 | $49K | +36 | +2.9% | 3Q | SEC ↗ |
| 42 | CWM, LLC NEW | 785 | $29K | — | +0.0% | 1Q | SEC ↗ |
| 43 | LANARK FINANCIAL, INC. | 725 | $27K | — | +0.0% | 6Q | SEC ↗ |
| 44 | Elevated Capital Advisors, LLC | 628 | $24K | — | +0.0% | 8Q | SEC ↗ |
| 45 | IFP Advisors, Inc | 426 | $16K | -9 | -2.1% | 5Q | SEC ↗ |
| 46 | CoreCap Advisors, LLC | 358 | $13K | +30 | +9.1% | 2Q | SEC ↗ |
| 47 | ASSETMARK, INC | 354 | $13K | — | +0.0% | 3Q | SEC ↗ |
| 48 | Financial Network Wealth Advisors LLC | 122 | $5K | — | +0.0% | 9Q | SEC ↗ |
| 49 | Kingdom Financial Group LLC. | 106 | $4K | -1,154 | -91.6% | 3Q | SEC ↗ |
| 50 | Networth Advisors, LLC | 91 | $3K | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| USA FINANCIAL FORMULAS | 127,960 | $5M |
| Lido Advisors, LLC | 5,840 | $219K |
| Sequent Planning LLC | 5,524 | $207K |
| CWM, LLC | 785 | $29K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 51 | $2K |
| IFG Advisory, LLC | 47 | $2K |
| COMPASS FINANCIAL MANAGEMENT LLC | 27 | $1K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Gladstone Institutional Advisory LL | 38,758 | $1M |
| Advisory Services Network, LLC | 33,729 | $1M |
| CITADEL ADVISORS LLC | 9,778 | $367K |
| JANE STREET GROUP, LLC | 7,860 | $295K |
| Fortis Capital Management LLC | 6,969 | $261K |
| SECURED RETIREMENT ADVISORS, LLC | 5,908 | $222K |
| BARCLAYS PLC | 175 | $7K |
| UBS Group AG | 73 | $3K |
| EXCHANGE TRADED CONCEPTS, LLC | 46 | $2K |
| JPMORGAN CHASE & CO | 44 | $2K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Allianz SE | +43,271 | +18.9% | 271,756 |
| Kestra Advisory Services, LLC | +22,774 | +62.3% | 59,358 |
| RFG Advisory, LLC | +11,460 | +3.5% | 336,319 |
| First Heartland Consultants, Inc. | +5,815 | +17.7% | 38,671 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +3,494 | +36.3% | 13,111 |
| OSAIC HOLDINGS, INC. | +2,967 | +0.5% | 652,774 |
| Comprehensive Financial Consultants | +2,181 | +12.5% | 19,563 |
| OLD MISSION CAPITAL LLC | +2,020 | +19.6% | 12,320 |
| Lloyd Advisory Services, LLC. | +36 | +2.9% | 1,296 |
| CoreCap Advisors, LLC | +30 | +9.1% | 358 |