— Know what they know.
Not Investment Advice

SIXO Institutional Ownership

AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
1W: +0.5% 1M: +0.9% 3M: +2.3% YTD: +5.8% 1Y: +8.1% 3Y: +35.5%
$36.77
+0.15 (+0.41%)
 
Weekly Expected Move ±0.2%
$37 $37 $37 $37 $37
ETF CBOE · AUM $121.4M

Institutional Ownership — SIXO

83
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
99M
Total Invested
13
New Positions
17
Increased
44
Reduced
26
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (88 total)

# Holder Shares Value Change Change % Holding Period Filing
1 OSAIC HOLDINGS, INC. 360,733 $13M +10,827 +3.1% 19Q SEC ↗
2 RFG Advisory, LLC 339,078 $12M +16,658 +5.2% 7Q SEC ↗
3 Allianz SE 261,947 $10M +43,575 +20.0% 3Q SEC ↗
4 LPL Financial LLC 162,813 $6M -10,896 -6.3% 15Q SEC ↗
5 COMMONWEALTH EQUITY SERVICES, LLC 152,727 $6M +12,719 +9.1% 19Q SEC ↗
6 Cetera Investment Advisers 143,700 $5M +2,221 +1.6% 15Q SEC ↗
7 BIP Wealth, LLC 128,708 $5M +57,925 +81.8% 3Q SEC ↗
8 USA FINANCIAL FORMULAS NEW 125,255 $5M — +0.0% 1Q SEC ↗
9 Elevated Capital Advisors, LLC 111,448 $4M -98,569 -46.9% 9Q SEC ↗
10 BECK CAPITAL MANAGEMENT, LLC 111,434 $4M -1,066 -0.9% 9Q SEC ↗
11 USA FINANCIAL FORMULAS 110,556 $4M -6,407 -5.5% 5Q SEC ↗
12 Patriot Financial Group Insurance Agen 92,073 $3M -105,085 -53.3% 6Q SEC ↗
13 RED CRANE WEALTH MANAGEMENT, LLC 65,465 $2M +645 +1.0% 7Q SEC ↗
14 GTS FINANCIAL, LLC 65,377 $2M +1,353 +2.1% 2Q SEC ↗
15 ENVESTNET ASSET MANAGEMENT INC 62,949 $2M +1,752 +2.9% 18Q SEC ↗
16 Cambridge Investment Research Advisors 57,977 $2M +262 +0.5% 13Q SEC ↗
17 RAYMOND JAMES FINANCIAL INC 44,180 $2M +12,240 +38.3% 7Q SEC ↗
18 Fortis Capital Management LLC NEW 41,486 $2M — +0.0% 1Q SEC ↗
19 Kestra Advisory Services, LLC 40,190 $1M +21,714 +117.5% 13Q SEC ↗
20 First Heartland Consultants, Inc. 30,137 $1M +23,062 +326.0% 2Q SEC ↗
21 AE Wealth Management LLC 26,990 $992K -3,890,173 -99.3% 11Q SEC ↗
22 IFG Advisory, LLC NEW 26,550 $976K — +0.0% 1Q SEC ↗
23 OLD MISSION CAPITAL LLC 26,223 $964K +14,497 +123.6% 2Q SEC ↗
24 HRT FINANCIAL LP NEW 25,479 $937K — +0.0% 1Q SEC ↗
25 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 24,741 $910K -747 -2.9% 18Q SEC ↗
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 24,553 $903K — +0.0% 1Q SEC ↗
27 World Investment Advisors 22,890 $842K -5,685 -19.9% 3Q SEC ↗
28 HARBOUR INVESTMENTS, INC. 20,456 $752K -1,586 -7.2% 17Q SEC ↗
29 JANE STREET GROUP, LLC 19,853 $730K -664,309 -97.1% 2Q SEC ↗
30 IFP Advisors, Inc 12,650 $465K -189 -1.5% 9Q SEC ↗
31 INDEPENDENT FINANCIAL GROUP, LLC 11,261 $414K -76 -0.7% 11Q SEC ↗
32 Secure Asset Management, LLC 10,702 $394K — +0.0% 3Q SEC ↗
33 Financial Network Wealth Advisors LLC 10,334 $380K — +0.0% 9Q SEC ↗
34 Main Street Financial Solutions, LLC 8,784 $323K — +0.0% 14Q SEC ↗
35 Comprehensive Financial Consultants In 8,578 $315K +466 +5.7% 3Q SEC ↗
36 Mid-American Wealth Advisory Group, In 8,329 $306K -598,342 -98.6% 3Q SEC ↗
37 Foundations Investment Advisors, LLC 7,968 $293K -877 -9.9% 2Q SEC ↗
38 GOLDMAN SACHS GROUP INC NEW 6,805 $250K — +0.0% 1Q SEC ↗
39 Forty-three Eighteen Advisors, LLC 6,800 $250K — +0.0% 3Q SEC ↗
40 CreativeOne Wealth, LLC 6,682 $246K +700 +11.7% 3Q SEC ↗
41 Walser Wealth Management Company, A Lt 6,507 $239K — +0.0% 2Q SEC ↗
42 Arkadios Wealth Advisors 6,406 $236K -4,120 -39.1% 7Q SEC ↗
43 MML INVESTORS SERVICES, LLC NEW 5,738 $211K — +0.0% 1Q SEC ↗
44 CITADEL ADVISORS LLC 5,581 $205K -1,817 -24.6% 2Q SEC ↗
45 CREATIVE FINANCIAL DESIGNS INC /ADV 3,636 $134K -313 -7.9% 8Q SEC ↗
46 CENTAURUS FINANCIAL, INC. 3,222 $118K +164 +5.4% 3Q SEC ↗
47 BARCLAYS PLC NEW 1,498 $55K — +0.0% 1Q SEC ↗
48 TOUNJIAN ADVISORY PARTNERS, LLC NEW 1,161 $43K — +0.0% 1Q SEC ↗
49 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 912 $34K — +0.0% 15Q SEC ↗
50 Mosley Wealth Management NEW 904 $33K — +0.0% 1Q SEC ↗
Biggest Increases (17)
HolderAddedChange %Total Shares
BIP Wealth, LLC +57,925 +81.8% 128,708
Allianz SE +43,575 +20.0% 261,947
First Heartland Consultants, Inc. +23,062 +326.0% 30,137
Kestra Advisory Services, LLC +21,714 +117.5% 40,190
RFG Advisory, LLC +16,658 +5.2% 339,078
OLD MISSION CAPITAL LLC +14,497 +123.6% 26,223
COMMONWEALTH EQUITY SERVICES, LLC +12,719 +9.1% 152,727
RAYMOND JAMES FINANCIAL INC +12,240 +38.3% 44,180
OSAIC HOLDINGS, INC. +10,827 +3.1% 360,733
Cetera Investment Advisers +2,221 +1.6% 143,700
ENVESTNET ASSET MANAGEMENT INC +1,752 +2.9% 62,949
GTS FINANCIAL, LLC +1,353 +2.1% 65,377
CreativeOne Wealth, LLC +700 +11.7% 6,682
RED CRANE WEALTH MANAGEMENT, LLC +645 +1.0% 65,465
Comprehensive Financial Consultants +466 +5.7% 8,578
Cambridge Investment Research Advis +262 +0.5% 57,977
CENTAURUS FINANCIAL, INC. +164 +5.4% 3,222
Biggest Decreases (19)
HolderReducedChange %Total Shares
AE Wealth Management LLC -3,890,173 -99.3% 26,990
JANE STREET GROUP, LLC -664,309 -97.1% 19,853
Mid-American Wealth Advisory Group, -598,342 -98.6% 8,329
Patriot Financial Group Insurance A -105,085 -53.3% 92,073
Elevated Capital Advisors, LLC -98,569 -46.9% 111,448
POM Investment Strategies, LLC -52,328 -99.7% 145
Lloyd Advisory Services, LLC. -28,422 -97.6% 693
LPL Financial LLC -10,896 -6.3% 162,813
USA FINANCIAL FORMULAS -6,407 -5.5% 110,556
World Investment Advisors -5,685 -19.9% 22,890
Arkadios Wealth Advisors -4,120 -39.1% 6,406
CITADEL ADVISORS LLC -1,817 -24.6% 5,581
HARBOUR INVESTMENTS, INC. -1,586 -7.2% 20,456
BECK CAPITAL MANAGEMENT, LLC -1,066 -0.9% 111,434
Foundations Investment Advisors, LL -877 -9.9% 7,968
NATIONS FINANCIAL GROUP INC, /IA/ / -747 -2.9% 24,741
CREATIVE FINANCIAL DESIGNS INC /ADV -313 -7.9% 3,636
IFP Advisors, Inc -189 -1.5% 12,650
INDEPENDENT FINANCIAL GROUP, LLC -76 -0.7% 11,261

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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