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SIXO — ALLIANZIM US EQUITY 6 MONTH BU

Reported value held$495.00K
Funds holding (latest)6
Sector—
Funds holding (Q2 2026)3
Institutional value$452.55K · 12.62K sh
New / Add / Cut / Exit2 / 0 / 1 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +48.7% (+4.13K sh)
Institutional value change Up +57.9%

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.

FundQuarterSharesValuePortfolio WeightChange
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)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 6 funds)

FundQ4 2021Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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 —

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