AI Holders Summary · Q2 2026

46 institutions reported SIXD in Q2 2026. AE Wealth Management LLC leads at 59.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

AE Wealth Management LLC

CIK 0001697723

$154M5.0M0.72%Q2 2026 02

Lido Advisors, LLC

CIK 0001650150

$22M716K0.06%Q2 2026 03

Lloyd Advisory Services, LLC.

CIK 0001802474

$19M623K7.45%Q2 2026 04

ALLIANZ SE

CIK 0001127508

$7M264K0.08%Q1 2026 05

FSR Wealth Management Ltd.

CIK 0001940000

$7M232K8.15%Q2 2026 06

B.O.S.S. Retirement Advisors, LLC

CIK 0001964810

$6M208K1.73%Q2 2026 07

FWG Investments, LLC.

CIK 0001944877

$6M207K3.38%Q2 2026 08

MML INVESTORS SERVICES, LLC

CIK 0000701059

$6M197K0.01%Q2 2026 09

SMART Wealth LLC

CIK 0002044723

$6M190K1.26%Q2 2026 10

Elevated Capital Advisors, LLC

CIK 0001802387

$3M106K0.90%Q2 2026 11

TOUNJIAN ADVISORY PARTNERS, LLC

CIK 0002039850

$3M87K1.15%Q2 2026 12

OSAIC HOLDINGS, INC.

CIK 0001677044

$3M90K0.00%Q1 2026 13

Centennial Advisors, LLC

CIK 0001951376

$3M82K3.02%Q2 2026 14

LifeWealth Investments, LLC

CIK 0002033794

$2M79K0.65%Q2 2026 15

Great Lakes Retirement, Inc.

CIK 0001801667

$2M75K0.20%Q2 2026 16

Golden Reserve Retirement LLC

CIK 0002066488

$2M65K0.32%Q2 2026 17

POM Investment Strategies, LLC

CIK 0001906322

$2M64K2.22%Q2 2026 18

Quest 10 Wealth Builders, Inc.

CIK 0002035215

$2M59K1.41%Q2 2026 19

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$1M42K0.00%Q2 2026 20

LPL Financial LLC

CIK 0001403438

$1M36K0.00%Q2 2026

Page 1 of 3

26 more holders available. Log in →