AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct is a publicly traded company on ARCA. As of Q3 2025, 35 institutional investors hold shares in this company, with total holdings valued at $60.1M. RFG Advisory Group, LLC is the largest holder with a position valued at $11.0M.
Overview of institutional ownership in SIXO as of Q3 2025
Institutions with the largest positions in SIXO as of Q3 2025
| Institution | Position Value |
|---|---|
RFG Advisory Group, LLC RIA/Wealth | $11.0M 0.35% of portfolio |
A Advisor Group Holdings, Inc. Institution | $9.5M 0.01% of portfolio |
L LPL Financial LLC Institution | $5.7M 0.00% of portfolio |
USA Financial Portformulas Corp Long Only Manager | $4.7M 0.83% of portfolio |
Cetera Investment Advisers RIA/Wealth | $4.2M 0.00% of portfolio |
BECK CAPITAL MANAGEMENT, LLC RIA/Wealth | $4.0M 0.94% of portfolio |
P | $2.8M 0.36% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $2.4M 0.00% of portfolio |
Strategic Blueprint, LLC RIA/Wealth | $2.3M 0.10% of portfolio |
RED CRANE WEALTH MANAGEMENT, LLC RIA/Wealth | $2.1M 1.80% of portfolio |
Institutional buying and selling activity for SIXO in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$5.0M +147.9K shares |
A Advisor Group Holdings, Inc. Institution | +$1.8M +52.2K shares |
Arkadios Wealth Advisors RIA/Wealth | +$1.1M +32.3K shares |
RFG Advisory Group, LLC RIA/Wealth | +$686.5K +20.3K shares |
JPMORGAN CHASE & CO Institution | +$457.3K +13.5K shares |
AE Wealth Management LLC RIA/Wealth | +$372.9K +-1.5M shares |
RED CRANE WEALTH MANAGEMENT, LLC RIA/Wealth | +$263.1K +7.8K shares |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | +$207.0K +-303.0K shares |
BANK OF AMERICA CORP /DE/ Institution | +$183.7K +5.4K shares |
UBS Group AG Institution | +$178.1K +5.3K shares |
| Institution | Net Sold |
|---|---|
Lloyd Advisory Services, LLC. RIA/Wealth | −$14.9M −451.2K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$5.2M −152.4K shares |
HOWARD BAILEY SECURITIES, LLC RIA/Wealth | −$4.4M −133.6K shares |
L LifeWealth Investments, LLC Institution | −$2.6M −79.3K shares |
G Great Lakes Retirement, Inc. Institution | −$2.3M −69.7K shares |
O OLD MISSION CAPITAL LLC Institution | −$1.5M −44.9K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$1.2M −35.2K shares |
SMART Wealth LLC RIA/Wealth | −$1.1M −32.2K shares |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | −$963.8K −29.1K shares |
USA Financial Portformulas Corp Long Only Manager | −$942.1K −27.8K shares |
Institutions that initiated new positions or completely exited SIXO in Q3 2025
| Institution | Position Value |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | $183.7K 5.4K shares |
A Advisory Services Network, LLC RIA/Wealth | $60.4K 1.8K shares |
Janney Montgomery Scott LLC RIA/Wealth | - - shares |
R ROYAL BANK OF CANADA Institution | - - shares |
BARCLAYS PLC Institution | - - shares |
| Institution | Previous Position |
|---|---|
Lloyd Advisory Services, LLC. RIA/Wealth | $14.9M 451.2K shares |
HOWARD BAILEY SECURITIES, LLC RIA/Wealth | $4.4M 133.6K shares |
L LifeWealth Investments, LLC Institution | $2.6M 79.3K shares |
G Great Lakes Retirement, Inc. Institution | $2.3M 69.7K shares |
O OLD MISSION CAPITAL LLC Institution | $1.5M 44.9K shares |
SMART Wealth LLC RIA/Wealth | $1.1M 32.2K shares |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $963.8K 29.1K shares |
TOUNJIAN ADVISORY PARTNERS, LLC Family Office | $528.2K 16.7K shares |
Kingdom Financial Group LLC. RIA/Wealth | $524.9K 15.9K shares |
F FSR Wealth Management Ltd. Institution | $501.1K 15.1K shares |
Institutions with the largest Call and Put options positions in SIXO as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with SIXO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
RED CRANE WEALTH MANAGEMENT, LLC RIA/Wealth | 1.80% $2.1M |
BECK CAPITAL MANAGEMENT, LLC RIA/Wealth | 0.94% $4.0M |
USA Financial Portformulas Corp Long Only Manager | 0.83% $4.7M |
Financial Network Wealth Advisors LLC RIA/Wealth | 0.38% $350.3K |
P | 0.36% $2.8M |
RFG Advisory Group, LLC RIA/Wealth | 0.35% $11.0M |
E Elevated Capital Advisors, LLC RIA/Wealth | 0.15% $579.1K |
Strategic Blueprint, LLC RIA/Wealth | 0.10% $2.3M |
Ausdal Financial Partners, Inc. RIA/Wealth | 0.08% $1.6M |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth | 0.06% $931.9K |
Discover hedge funds investing in SIXO

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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