Institutional Holders (2026 Q2)
55 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SIXD. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Wellment Financial | 8.15% | 231,989 | $7.2M |
| 2 | Lloyd Advisory Services, LLC. | 7.45% | 623,128 | $19.2M |
| 3 | Authentikos Wealth Advisory, LLC | 3.70% | 187,992 | $5.8M |
| 4 | Integrated Wealth Management | 3.53% | 108,476 | $3.3M |
| 5 | FWG Investments, LLC. | 3.38% | 207,396 | $6.4M |
| 6 | Centennial Advisors, LLC | 3.02% | 82,075 | $2.5M |
| 7 | Howard Bailey Securities, LLC | 2.23% | 192,711 | $5.9M |
| 8 | POM Investment Strategies, LLC | 2.22% | 63,582 | $2.0M |
| 9 | Richmond Brothers, Inc. | 1.79% | 111,640 | $3.4M |
| 10 | B.O.S.S. Retirement Advisors, LLC | 1.73% | 207,628 | $6.4M |
| 11 | Quest 10 Wealth Builders, Inc. | 1.41% | 58,666 | $1.8M |
| 12 | SMART Wealth LLC | 1.26% | 189,841 | $5.9M |
| 13 | Tounjian Advisory Partners, LLC | 1.15% | 87,315 | $2.7M |
| 14 | FSA Advisors, Inc. | 1.09% | 77,438 | $2.4M |
| 15 | Elevated Capital Advisors, LLC | 0.90% | 105,606 | $3.3M |
| 16 | AE Wealth Management LLC | 0.72% | 4,998,493 | $154.1M |
| 17 | LifeWealth Investments, LLC | 0.65% | 78,906 | $2.4M |
| 18 | Montgomery Financial Services LLC | 0.64% | 23,697 | $731K |
| 19 | Networth Advisors, LLC | 0.56% | 31,486 | $971K |
| 20 | Golden Reserve Retirement LLC | 0.32% | 65,339 | $2.0M |
| 21 | Kingdom Financial Group LLC. | 0.27% | 34,475 | $1.1M |
| 22 | Comprehensive Financial Consultants Institutional, Inc. | 0.24% | 29,730 | $917K |
| 23 | Outlook Wealth Advisors, LLC | 0.23% | 33,766 | $1.0M |
| 24 | Blackston Financial Advisory Group, LLC | 0.21% | 12,263 | $378K |
| 25 | Great Lakes Retirement, Inc. | 0.20% | 74,843 | $2.3M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|