SIXO · AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF ETF
$36.49
+0.01 (+0.03%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $200,190
Total Shares: 5,581
Institutional Ownership Trend
7 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2023Top Holder
100.0%
+75.2 pts
Top 5
100.0%
+24.4 pts
Top 10
100.0%
+2.4 pts
HHI
10,000
Highly concentrated+8,588
Quarterly Activity
vs Mar 31, 2023
New
1
Increased
0
Decreased
0
Sold Out
14
Unchanged
0
Holder count:
-13
Institutional value:
-98.8%
Shares held:
-99.1%
Top New Positions
vs Mar 31, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 5,581 | $200,190 |
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large OSAIC HOLDINGS, INC. | 153,833 | $4,040,268 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC | 97,769 | $2,567,805 | |
| Small WealthPlan Investment Management, LLC | 89,833 | $2,359,373 | |
| Mid Atria Wealth Solutions, Inc. | 82,233 | $2,159,767 | |
| Small WealthPLAN Partners, LLC | 44,939 | $1,180,277 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC SIXO | $200,190 | 100.00% | 5,581 | Shares | 2026-09-02 |