SIXO — ALLIANZIM US EQUITY 6 MONTH BU
As of Q2 2026, 3 SEC-registered investment managers reported holding SIXO (ALLIANZIM US EQUITY 6 MONTH BU) in their latest 13F filings, with a combined reported value of $452.55K across 12.62K shares. That is +48.7% by share count (+4.13K shares) versus the previous quarter, while reported value moved +57.9%. 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, 2 opened new positions, 1 trimmed, 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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Goldman Sachs Group history | Q2 2026 | 6.80K | $244.09K | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 5.58K | $200.19K | 0.00% | Reduce |
| UBS Group AG history | Q1 2026 | 1.09K | $36.72K | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 231 | $8.27K | 0.00% | New |
| Bank of America Corp history | Q4 2025 | 100 | $3.47K | 0.00% | Reduce |
| Morgan Stanley history | Q4 2025 | 65 | $2.26K | 0.00% | New |
New Positions (Q2 2026)
- Goldman Sachs Group 6.80K sh · $244.09K
- JPMorgan Chase & Co 231 sh · $8.27K
Fully Exited (vs previous quarter)
- UBS Group AG sold 1.09K sh · $36.72K
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q4 2021 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 6.80K |
| Citadel Advisors | — | — | — | — | 21.69K | 19.27K | — | — | — | 9.57K | 18.66K | 6.88K | — | 7.40K | 5.58K |
| JPMorgan Chase & Co | — | 1.00K | 1.00K | — | — | — | — | 9.09K | 2.00K | 2.00K | — | 13.49K | 29.18K | — | 231 |
| Morgan Stanley | — | — | — | — | — | — | — | — | — | — | — | — | 65 | — | — |
| Bank of America Corp | — | — | — | — | — | — | — | — | — | — | — | 5.42K | 100 | — | — |
| UBS Group AG | 399 | — | — | 1.96K | — | — | 387 | 34 | — | 2.66K | 3.40K | 8.65K | 330 | 1.09K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details