Institutional Holders (2026 Q1)
150 + 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 | Financial Freedom, LLC | 1.26% | 37,015 | $2.5M |
| 2 | Advantage Trust Co | 1.14% | 37,256 | $2.5M |
| 3 | NORTHSTAR ASSET MANAGEMENT Co | 0.60% | 39,425 | $2.7M |
| 4 | KWMG, LLC | 0.57% | 100,782 | $6.9M |
| 5 | EHRLICH FINANCIAL GROUP | 0.42% | 10,704 | $730K |
| 6 | Fortune Financial Group, Inc. | 0.35% | 5,747 | $392K |
| 7 | OAK FAMILY ADVISORS, LLC | 0.23% | 11,896 | $811K |
| 8 | HT Partners LLC | 0.21% | 10,345 | $705K |
| 9 | Aurora Private Wealth, Inc. | 0.19% | 4,187 | — |
| 10 | RETIREMENT PLANNING GROUP, LLC / NY | 0.18% | 4,027 | $275K |
| 11 | American Institute for Advanced Investment Management, LLP | 0.17% | 3,875 | $264K |
| 12 | Insight Inv LLC | 0.16% | 4,167 | $284K |
| 13 | Frisch Financial Group, Inc. | 0.13% | 9,425 | $643K |
| 14 | EAGLE WEALTH STRATEGIES LLC | 0.13% | 4,355 | $297K |
| 15 | ACIMA PRIVATE WEALTH, LLC | 0.07% | 3,473 | $237K |
| 16 | Intrua Financial, LLC | 0.07% | 9,710 | $662K |
| 17 | VALLEY NATIONAL ADVISERS INC | 0.07% | 7,629 | — |
| 18 | Moran Wealth Management, LLC | 0.06% | 28,219 | $1.9M |
| 19 | KERR FINANCIAL PLANNING Corp | 0.06% | 602 | $48K |
| 20 | Estate Planners Group, LLC | 0.05% | 1,762 | $112K |
| 21 | Claro Advisors Inc. | 0.04% | 4,695 | $320K |
| 22 | SeaCrest Wealth Management, LLC | 0.04% | 4,973 | $339K |
| 23 | WEDBUSH SECURITIES INC | 0.04% | 18,216 | $1K |
| 24 | LexAurum Advisors, LLC | 0.03% | 3,370 | $230K |
| 25 | Kestra Advisory Services, LLC | 0.03% | 112,544 | $7.7M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|