Institutional Holders (2026 Q1)
163 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SIXG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Crosspoint Financial, LLC | 3.58% | 20,895 | $1.4M |
| 2 | Financial Freedom, LLC | 1.26% | 37,015 | $2.5M |
| 3 | Advantage Trust Co | 1.14% | 37,256 | $2.5M |
| 4 | Fischer Investment Strategies, LLC | 0.63% | 15,867 | $1.1M |
| 5 | NORTHSTAR ASSET MANAGEMENT Co | 0.60% | 39,425 | $2.7M |
| 6 | Kwmg, LLC | 0.57% | 100,782 | $6.9M |
| 7 | Ehrlich Financial Group | 0.42% | 10,704 | $730K |
| 8 | Fortune Financial Group, Inc. | 0.35% | 5,747 | $392K |
| 9 | Oak Family Advisors, LLC | 0.23% | 11,896 | $811K |
| 10 | HT Partners LLC | 0.21% | 10,345 | $705K |
| 11 | Strategic Family Wealth Counselors, L.L.C. | 0.21% | 11,570 | $789K |
| 12 | Searle & CO. | 0.18% | 10,534 | $718K |
| 13 | Retirement Planning Group, LLC / Ny | 0.18% | 4,027 | $275K |
| 14 | American Institute for Advanced Investment Management, LLP | 0.17% | 3,875 | $264K |
| 15 | Symphony Financial Services, Inc. | 0.17% | 4,768 | $325K |
| 16 | Insight Inv LLC | 0.16% | 4,167 | $284K |
| 17 | Frisch Financial Group, Inc. | 0.13% | 9,425 | $643K |
| 18 | Eagle Wealth Strategies LLC | 0.13% | 4,355 | $297K |
| 19 | Guardian Wealth Advisors, LLC / Nc | 0.11% | 26,271 | $1.8M |
| 20 | Resolute Wealth Strategies, LLC | 0.11% | 3,736 | $255K |
| 21 | Acima Private Wealth, LLC | 0.07% | 3,473 | $237K |
| 22 | Intrua Financial, LLC | 0.07% | 9,710 | $662K |
| 23 | Palumbo Wealth Management LLC | 0.07% | 4,000 | $273K |
| 24 | Tempo Wealth, LLC | 0.07% | 5,488 | $374K |
| 25 | Osbon Capital Management LLC | 0.06% | 1,126 | $77K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|