SIXZ Institutional Ownership
AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF
1W: +0.2%
1M: +1.1%
3M: +3.1%
YTD: +9.9%
1Y: +11.6%
$32.58
+0.24 (+0.74%)
Weekly Expected Move ±0.8%
$32
$32
$33
$33
$33
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — SIXZ
39
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
48M
Total Invested
8
New Positions
11
Increased
18
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (40 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Mid-American Wealth Advisory Group, In NEW | 579,884 | $19M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Allianz SE | 305,421 | $10M | +42,158 | +16.0% | 3Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 145,554 | $5M | +71,666 | +97.0% | 4Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 93,923 | $3M | +22,330 | +31.2% | 8Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 56,114 | $2M | -3,218 | -5.4% | 7Q | SEC ↗ |
| 6 | Aegis Wealth Management, Inc. NEW | 54,156 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 53,333 | $2M | +40,049 | +301.5% | 3Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 43,283 | $1M | -2,418 | -5.3% | 8Q | SEC ↗ |
| 9 | World Investment Advisors | 38,756 | $1M | -1,436 | -3.6% | 2Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 36,249 | $1M | +6,539 | +22.0% | 3Q | SEC ↗ |
| 11 | AE Wealth Management LLC | 24,316 | $792K | -532,431 | -95.6% | 3Q | SEC ↗ |
| 12 | WORLD EQUITY GROUP, INC. | 19,787 | $645K | +6,289 | +46.6% | 3Q | SEC ↗ |
| 13 | OLD MISSION CAPITAL LLC NEW | 14,161 | $461K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Patriot Financial Group Insurance Agen | 13,133 | $428K | -13,133 | -50.0% | 3Q | SEC ↗ |
| 15 | BECK CAPITAL MANAGEMENT, LLC NEW | 12,605 | $411K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Comprehensive Financial Consultants In | 12,555 | $409K | +2,458 | +24.3% | 3Q | SEC ↗ |
| 17 | Secure Asset Management, LLC | 11,700 | $381K | — | +0.0% | 3Q | SEC ↗ |
| 18 | LPL Financial LLC | 9,540 | $311K | +9 | +0.1% | 4Q | SEC ↗ |
| 19 | HARBOUR INVESTMENTS, INC. | 4,053 | $132K | +190 | +4.9% | 9Q | SEC ↗ |
| 20 | Arax Advisory Partners NEW | 3,521 | $115K | — | +0.0% | 1Q | SEC ↗ |
| 21 | IFP Advisors, Inc | 1,835 | $60K | +10 | +0.5% | 5Q | SEC ↗ |
| 22 | Lloyd Advisory Services, LLC. | 1,626 | $53K | +782 | +92.7% | 3Q | SEC ↗ |
| 23 | IFG Advisory, LLC NEW | 959 | $31K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Elevated Capital Advisors, LLC | 836 | $27K | -320 | -27.7% | 2Q | SEC ↗ |
| 25 | CoreCap Advisors, LLC | 481 | $16K | — | +0.0% | 2Q | SEC ↗ |
| 26 | POM Investment Strategies, LLC NEW | 223 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 27 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 86 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Networth Advisors, LLC | 44 | $1K | -758 | -94.5% | 3Q | SEC ↗ |
| 29 | Wellment Financial | 0 | $0K | -39,843 | -100.0% | 2Q | SEC ↗ |
| 30 | FSA Advisors, Inc. | 0 | $0K | -11,117 | -100.0% | 2Q | SEC ↗ |
| 31 | Csenge Advisory Group | 0 | $0K | -7,761 | -100.0% | 2Q | SEC ↗ |
| 32 | FWG Investments, LLC. | 0 | $0K | -37,479 | -100.0% | 2Q | SEC ↗ |
| 33 | UBS Group AG | 0 | $0K | -311 | -100.0% | 1Q | SEC ↗ |
| 34 | BANK OF AMERICA CORP /DE | 0 | $0K | -262 | -100.0% | 1Q | SEC ↗ |
| 35 | Quest 10 Wealth Builders, Inc. | 0 | $0K | -10,924 | -100.0% | 2Q | SEC ↗ |
| 36 | JANE STREET GROUP, LLC | 0 | $0K | -46,390 | -100.0% | 1Q | SEC ↗ |
| 37 | Key Capital Management, INC | 0 | $0K | -446 | -100.0% | 2Q | SEC ↗ |
| 38 | Decker Retirement Planning Inc. | 0 | $0K | -244 | -100.0% | 2Q | SEC ↗ |
| 39 | Kingdom Financial Group LLC. | 0 | $0K | -844 | -100.0% | 2Q | SEC ↗ |
| 40 | SMART Wealth LLC | 0 | $0K | -39,334 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Mid-American Wealth Advisory Group, | 579,884 | $19M |
| Aegis Wealth Management, Inc. | 54,156 | $2M |
| OLD MISSION CAPITAL LLC | 14,161 | $461K |
| BECK CAPITAL MANAGEMENT, LLC | 12,605 | $411K |
| Arax Advisory Partners | 3,521 | $115K |
| IFG Advisory, LLC | 959 | $31K |
| POM Investment Strategies, LLC | 223 | $7K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 86 | $3K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 46,390 | $2M |
| Wellment Financial | 39,843 | $1M |
| SMART Wealth LLC | 39,334 | $1M |
| FWG Investments, LLC. | 37,479 | $1M |
| FSA Advisors, Inc. | 11,117 | $362K |
| Quest 10 Wealth Builders, Inc. | 10,924 | $356K |
| Csenge Advisory Group | 7,761 | $253K |
| Kingdom Financial Group LLC. | 844 | $27K |
| Key Capital Management, INC | 446 | $15K |
| UBS Group AG | 311 | $10K |
| BANK OF AMERICA CORP /DE | 262 | $9K |
| Decker Retirement Planning Inc. | 244 | $8K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +71,666 | +97.0% | 145,554 |
| Allianz SE | +42,158 | +16.0% | 305,421 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +40,049 | +301.5% | 53,333 |
| OSAIC HOLDINGS, INC. | +22,330 | +31.2% | 93,923 |
| Cetera Investment Advisers | +6,539 | +22.0% | 36,249 |
| WORLD EQUITY GROUP, INC. | +6,289 | +46.6% | 19,787 |
| Comprehensive Financial Consultants | +2,458 | +24.3% | 12,555 |
| Lloyd Advisory Services, LLC. | +782 | +92.7% | 1,626 |
| HARBOUR INVESTMENTS, INC. | +190 | +4.9% | 4,053 |
| IFP Advisors, Inc | +10 | +0.5% | 1,835 |
| LPL Financial LLC | +9 | +0.1% | 9,540 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | -532,431 | -95.6% | 24,316 |
| Patriot Financial Group Insurance A | -13,133 | -50.0% | 13,133 |
| COMMONWEALTH EQUITY SERVICES, LLC | -3,218 | -5.4% | 56,114 |
| Kestra Advisory Services, LLC | -2,418 | -5.3% | 43,283 |
| World Investment Advisors | -1,436 | -3.6% | 38,756 |
| Networth Advisors, LLC | -758 | -94.5% | 44 |
| Elevated Capital Advisors, LLC | -320 | -27.7% | 836 |