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SIXD — ALLIANZIM US EQUITY 6 MONTH BU

Reported value held$1.32M
Funds holding (latest)5
Sector—
Funds holding (Q2 2026)1
Institutional value$663.57K · 21.52K sh
New / Add / Cut / Exit0 / 1 / 0 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -22.6% (-6.29K sh)
Institutional value change Down -15.6%

As of Q2 2026, 1 SEC-registered investment managers reported holding SIXD (ALLIANZIM US EQUITY 6 MONTH BU) in their latest 13F filings, with a combined reported value of $663.57K across 21.52K shares. That is -22.6% by share count (-6.29K shares) versus the previous quarter, while reported value moved -15.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 1 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 21.52K $663.57K 0.00% Add

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 19.64K $555.28K 0.00% Reduce
Citadel Advisors history 8.18K $231.30K 0.00% New

Q4 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 20.15K $582.02K 0.00% Reduce
JPMorgan Chase & Co history 8.36K $241.61K 0.00% Add

Q3 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 22.80K $646.29K 0.00% Add
UBS Group AG history 6.39K $181.23K 0.00% Add
JPMorgan Chase & Co history 2.12K $60.14K 0.00% Reduce

Q2 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 19.31K $529.71K 0.00% Add
JPMorgan Chase & Co history 18.34K $503.07K 0.00% Add
UBS Group AG history 5.97K $163.93K 0.00% Add

Q1 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 12.14K $318.50K 0.00% New
Goldman Sachs Group history 9.19K $240.93K 0.00% Add
JPMorgan Chase & Co history 6.31K $165.56K 0.00% New
UBS Group AG history 1.84K $48.15K 0.00% New

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 5 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
Goldman Sachs Group 21.52K 19.64K 20.15K 22.80K 19.31K 9.19K 8.18K 8.18K —
Citadel Advisors — 8.18K — — — 12.14K — 12.47K —
JPMorgan Chase & Co — — 8.36K 2.12K 18.34K 6.31K — — 2
UBS Group AG — — — 6.39K 5.97K 1.84K — — 562
Bank of America Corp — — — — — — — 213 —

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