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Allianzim US EQ Bffr10 Ap-US (APRT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares83,718 from 92,698
Change-8,980 (-10%)
Value$3.9M (-$316.8K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares76,692 from 97,720
Change-21,028 (-22%)
Value$3.6M (-$877.5K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares39,247 from 39,682
Change-435 (-1%)
Value$1.8M (+$25.0K)
Filed 2026-11-02
Bison Wealth, LLC
UNCHANGED
Shares19,054 from 19,054
Change0 (0%)
Value$902.8K (+$26.5K)
Filed 2026-10-13
First Heartland Consultants, Inc.
UNCHANGED
Shares12,632 from 12,632
Change0 (0%)
Value$593.8K (+$14.4K)
Filed 2026-10-08
Blue Bell Private Wealth Management, LLC
DECREASED
Shares12,154 from 12,178
Change-24 (0%)
Value$571.4K (+$12.7K)
Filed 2026-10-29
Accurate Wealth Management, LLC
DECREASED
Shares6,911 from 7,237
Change-326 (-4%)
Value$327.4K (-$5.9K)
Filed 2026-10-20
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares6,810 from 6,810
Change0 (0%)
Value$320.1K (+$7.7K)
Filed 2026-10-14
Focus Financial Network, Inc.
UNCHANGED
Shares5,286 from 5,286
Change0 (0%)
Value$248.5K (+$6.0K)
Filed 2026-10-14
Independent Financial Group, LLC
UNCHANGED
Shares5,236 from 5,236
Change0 (0%)
Value$246.1K (+$5.9K)
Filed 2026-10-13
Harbour Investments, Inc.
DECREASED
Shares4,801 from 5,887
Change-1,086 (-18%)
Value$225.7K (-$44.4K)
Filed 2026-11-09
Nations Financial Group Inc,
INCREASED
Shares4,731 from 4,582
Change+149 (+3%)
Value$222.4K (+$12.2K)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares4,337 from 4,378
Change-41 (-1%)
Value$203.9K (+$3.0K)
Filed 2026-11-02
PFG Advisors
NEW
Shares4,310
Change+4,310
Value$202.6K
Filed 2026-10-16
Spire Wealth Management
UNCHANGED
Shares1,257 from 1,257
Change0 (0%)
Value$59.1K (+$1.4K)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$33.8K (+$818)
Filed 2026-10-21
CoreCap Advisors, LLC
NEW
Shares183
Change+183
Value$8.6K
Filed 2026-10-08
Lloyd Advisory Services, Llc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$893 (+$21)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$59.6K)
Filed 2026-10-15
Osaic Holdings, Inc.
N/A
Shares— from 74,573
Change-74,573 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 55,126
Change-55,126 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 48,234
Change-48,234 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 47,192
Change-47,192 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 40,128
Change-40,128 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 38,907
Change-38,907 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 35,517
Change-35,517 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 21,643
Change-21,643 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 14,968
Change-14,968 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,109
Change-11,109 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 7,525
Change-7,525 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
Allianz SE
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 4,898
Change-4,898 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 4,666
Change-4,666 (-100%)
Value—
UBS Group AG
N/A
Shares— from 109
Change-109 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Status
LPL Financial LLC
DECREASED83,71892,698-8,980-10%$4.3M$3.9M-$316.8K2026-11-06
Commonwealth Equity Services, LLC
DECREASED76,69297,720-21,028-22%$4.5M$3.6M-$877.5K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED39,24739,682-435-1%$1.8M$1.8M+$25.0K2026-11-02
Bison Wealth, LLC
UNCHANGED19,05419,05400%$876.3K$902.8K+$26.5K2026-10-13
First Heartland Consultants, Inc.
UNCHANGED12,63212,63200%$579.5K$593.8K+$14.4K2026-10-08
Blue Bell Private Wealth Management, LLC
DECREASED12,15412,178-240%$558.7K$571.4K+$12.7K2026-10-29
Accurate Wealth Management, LLC
DECREASED6,9117,237-326-4%$333.3K$327.4K-$5.9K2026-10-20
Patriot Financial Group Insurance Agency, LLC
UNCHANGED6,8106,81000%$312.4K$320.1K+$7.7K2026-10-14
Focus Financial Network, Inc.
UNCHANGED5,2865,28600%$242.5K$248.5K+$6.0K2026-10-14
Independent Financial Group, LLC
UNCHANGED5,2365,23600%$240.2K$246.1K+$5.9K2026-10-13
Harbour Investments, Inc.
DECREASED4,8015,887-1,086-18%$270.1K$225.7K-$44.4K2026-11-09
Nations Financial Group Inc,
INCREASED4,7314,582+149+3%$210.2K$222.4K+$12.2K2026-11-05
Kestra Advisory Services, LLC
DECREASED4,3374,378-41-1%$200.8K$203.9K+$3.0K2026-11-02
PFG Advisors
NEW4,310—+4,310——$202.6K—2026-10-16
Spire Wealth Management
UNCHANGED1,2571,25700%$57.7K$59.1K+$1.4K2026-10-30
Assetmark, Inc
UNCHANGED72072000%$33.0K$33.8K+$8182026-10-21
CoreCap Advisors, LLC
NEW183—+183——$8.6K—2026-10-08
Lloyd Advisory Services, Llc.
UNCHANGED191900%$872$893+$212026-11-02
AdvisorNet Financial, Inc
CLOSED01,300-1,300-100%$59.6K$0-$59.6K2026-10-15
Osaic Holdings, Inc.
N/A—74,573-74,573-100%$3.4M———
Cetera Investment Advisers
N/A—55,126-55,126-100%$2.5M———
Rothschild Wealth LLC
N/A—48,234-48,234-100%$2.2M———
Susquehanna International Group, LLP
N/A—47,192-47,192-100%$2.2M———
Nvest Financial, LLC
N/A—40,128-40,128-100%$1.8M———
Raymond James Financial Inc
N/A—38,907-38,907-100%$1.8M———
Centaurus Financial, Inc.
N/A—35,517-35,517-100%$1.6M———
Bleakley Financial Group, LLC
N/A—21,643-21,643-100%$992.8K———
Main Street Financial Solutions, LLC
N/A—14,968-14,968-100%$686.6K———
Envestnet Asset Management Inc
N/A—11,109-11,109-100%$509.6K———
Panoramic Investment Advisors, LLC
N/A—7,525-7,525-100%$345.2K———
Sanctuary Advisors, LLC
N/A—5,545-5,545-100%$254.4K———
Allianz SE
N/A—5,000-5,000-100%$229.4K———
Cassady Wealth & Retirement Planning, LLC
N/A—4,898-4,898-100%$224.7K———
Old Mission Capital LLC
N/A—4,666-4,666-100%$214.0K———
UBS Group AG
N/A—109-109-100%$5.0K———
AE Wealth Management LLC
N/A—49-49-100%$2.2K———
Showing 36 of 36 institutions