Institutional Holders (2026 Q2)
196 + 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 | 3.96% | 18,215 | $1.7M |
| 2 | Financial Freedom, LLC | 1.62% | 37,201 | $3.5M |
| 3 | Advantage Trust Co | 1.25% | 37,256 | $3.5M |
| 4 | Fischer Investment Strategies, LLC | 0.71% | 15,688 | $1.5M |
| 5 | Kwmg, LLC | 0.69% | 100,883 | $9.6M |
| 6 | NORTHSTAR ASSET MANAGEMENT Co | 0.59% | 38,975 | $3.1M |
| 7 | Fortune Financial Group, Inc. | 0.42% | 5,658 | $538K |
| 8 | Succession Financial, INC. | 0.40% | 4,421 | $420K |
| 9 | Oak Family Advisors, LLC | 0.28% | 11,519 | $1.1M |
| 10 | HT Partners LLC | 0.27% | 10,345 | $983K |
| 11 | Strategic Family Wealth Counselors, L.L.C. | 0.26% | 11,579 | $1.1M |
| 12 | Symphony Financial Services, Inc. | 0.21% | 4,988 | $474K |
| 13 | American Institute for Advanced Investment Management, LLP | 0.21% | 3,875 | $368K |
| 14 | Retirement Planning Group, LLC / Ny | 0.21% | 4,024 | $382K |
| 15 | Insight Inv LLC | 0.19% | 4,167 | $396K |
| 16 | Royal Capital Wealth Management, LLC | 0.14% | 2,700 | $257K |
| 17 | BXM Wealth LLC | 0.14% | 2,730 | $259K |
| 18 | Guardian Wealth Advisors, LLC / Nc | 0.14% | 26,271 | $2.5M |
| 19 | Resolute Wealth Strategies, LLC | 0.13% | 3,638 | $346K |
| 20 | Frisch Financial Group, Inc. | 0.12% | 7,357 | $699K |
| 21 | Mtm Financial Group, LLC | 0.11% | 2,664 | $253K |
| 22 | Vima LLC | 0.10% | 1,070 | $102K |
| 23 | Acima Private Wealth, LLC | 0.10% | 3,473 | $330K |
| 24 | Kirkwood Financial Services | 0.10% | 3,498 | $332K |
| 25 | Eagle Wealth Strategies LLC | 0.09% | 2,583 | $245K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|