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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
ETF CBOE · AUM $150.1M

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

Biggest Increases (10)
HolderAddedChange %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
Biggest Decreases (20)
HolderReducedChange %Total Shares
RAYMOND JAMES FINANCIAL INC -119,396 -57.8% 87,076
RED CRANE WEALTH MANAGEMENT, LLC -41,375 -12.5% 290,848
Janney Montgomery Scott LLC -26,307 -59.6% 17,851
LPL Financial LLC -26,195 -12.5% 182,665
Patriot Financial Group Insurance A -17,740 -50.0% 17,740
World Investment Advisors -14,139 -13.1% 93,770
AE Wealth Management LLC -13,665 -60.1% 9,070
Orion Porfolio Solutions, LLC -10,254 -29.9% 24,083
INDEPENDENT FINANCIAL GROUP, LLC -9,950 -25.7% 28,719
Cetera Investment Advisers -9,173 -3.6% 246,296
USA FINANCIAL FORMULAS -7,117 -5.9% 113,956
ENVESTNET ASSET MANAGEMENT INC -6,208 -4.5% 131,169
COMMONWEALTH EQUITY SERVICES, LLC -2,168 -0.8% 285,356
BIP Wealth, LLC -2,025 -3.0% 66,516
CREATIVE FINANCIAL DESIGNS INC /ADV -1,701 -33.6% 3,362
NATIONS FINANCIAL GROUP INC, /IA/ / -1,228 -4.6% 25,745
Cambridge Investment Research Advis -1,223 -3.2% 36,837
Kingdom Financial Group LLC. -1,154 -91.6% 106
RETIREMENT GUYS FORMULA LLC -1,009 -2.7% 36,974
Csenge Advisory Group -30 -0.4% 7,311

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