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Allinzim US EQ Bfr20 Apr-Usd (APRW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares777,580 from 899,288
Change-121,708 (-14%)
Value$29.4M (-$4.0M)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares306,212 from 321,559
Change-15,347 (-5%)
Value$11.6M (-$348.5K)
Filed 2026-11-06
Guardian Capital, LLC
INCREASED
Shares177,693 from 150,342
Change+27,351 (+18%)
Value$6.7M (+$1.1M)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares90,972 from 87,456
Change+3,516 (+4%)
Value$3.4M (+$196.4K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares83,229 from 73,582
Change+9,647 (+13%)
Value$3.2M (+$418.5K)
Filed 2026-11-02
Joseph P. Lucia & Associates, LLC
DECREASED
Shares62,025 from 62,250
Change-225 (0%)
Value$2.3M (+$36.5K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares54,363 from 53,898
Change+465 (+1%)
Value$2.1M (+$56.0K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares36,815 from 10,131
Change+26,684 (+263%)
Value$1.4M (+$1.0M)
Filed 2026-10-16
Long Island Wealth Management, Inc.
UNCHANGED
Shares36,613 from 36,613
Change0 (0%)
Value$1.4M (+$26.5K)
Filed 2026-10-20
Focus Financial Network, Inc.
INCREASED
Shares30,182 from 29,850
Change+332 (+1%)
Value$1.1M (+$34.2K)
Filed 2026-10-14
JIM Saulnier & Associates, LLC
UNCHANGED
Shares27,197 from 27,197
Change0 (0%)
Value$1.0M (+$19.7K)
Filed 2026-11-04
Spire Wealth Management
INCREASED
Shares27,003 from 26,644
Change+359 (+1%)
Value$1.0M (+$32.8K)
Filed 2026-10-30
Midwest Financial Network, LLC
DECREASED
Shares21,006 from 24,095
Change-3,089 (-13%)
Value$795.3K (-$99.5K)
Filed 2026-10-13
Independent Financial Group, LLC
UNCHANGED
Shares20,643 from 20,643
Change0 (0%)
Value$781.6K (+$14.9K)
Filed 2026-10-13
Diversify Wealth Management, LLC
UNCHANGED
Shares19,346 from 19,346
Change0 (0%)
Value$735.5K (+$16.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
UNCHANGED
Shares19,346 from 19,346
Change0 (0%)
Value$735.5K (+$16.2K)
Filed 2026-10-20
Nations Financial Group Inc,
DECREASED
Shares18,637 from 18,743
Change-106 (-1%)
Value$705.7K (+$9.5K)
Filed 2026-11-05
Cypress Wealth Services, LLC
UNCHANGED
Shares14,336 from 14,336
Change0 (0%)
Value$545.3K (+$12.8K)
Filed 2026-10-21
PFG Advisors
DECREASED
Shares11,337 from 20,630
Change-9,293 (-45%)
Value$429.3K (-$336.9K)
Filed 2026-10-16
Stirlingshire Investments, Inc.
DECREASED
Shares10,808 from 11,292
Change-484 (-4%)
Value$409.2K (-$10.2K)
Filed 2026-11-05
Accurate Wealth Management, LLC
DECREASED
Shares9,996 from 10,977
Change-981 (-9%)
Value$380.3K (-$28.7K)
Filed 2026-10-20
First Heartland Consultants, Inc.
DECREASED
Shares9,507 from 12,035
Change-2,528 (-21%)
Value$360.0K (-$87.0K)
Filed 2026-10-08
Castle Rock Wealth Management, LLC
UNCHANGED
Shares8,975 from 8,975
Change0 (0%)
Value$341.4K (+$8.1K)
Filed 2026-10-09
Advus Financial Partners, LLC
UNCHANGED
Shares8,296 from 8,296
Change0 (0%)
Value$314.1K (+$6.0K)
Filed 2026-10-20
Blue Water Asset Management
UNCHANGED
Shares8,056 from 8,056
Change0 (0%)
Value$305.0K (+$5.8K)
Filed 2026-11-04
Grantvest Financial Group LLC
DECREASED
Shares7,893 from 8,283
Change-390 (-5%)
Value$298.9K (-$8.8K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares7,528 from 6,911
Change+617 (+9%)
Value$285.0K (+$28.4K)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
DECREASED
Shares7,420 from 7,823
Change-403 (-5%)
Value$280.9K (-$9.6K)
Filed 2026-11-02
Walser Wealth Management Company, A Ltd Liability Co
UNCHANGED
Shares6,693 from 6,693
Change0 (0%)
Value$253.4K (+$4.8K)
Filed 2026-10-15
Creative Financial Designs Inc
UNCHANGED
Shares6,426 from 6,426
Change0 (0%)
Value$243.3K (+$4.6K)
Filed 2026-11-04
RFG Advisory, LLC
NEW
Shares5,495
Change+5,495
Value$208.1K
Filed 2026-11-03
Glenview Trust Co
UNCHANGED
Shares5,387 from 5,387
Change0 (0%)
Value$204.0K (+$3.9K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED
Shares5,097 from 5,428
Change-331 (-6%)
Value$193.0K (-$8.6K)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,445 from 1,445
Change0 (0%)
Value$54.7K (+$1.0K)
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$26.2K (+$500)
Filed 2026-10-29
CoreCap Advisors, LLC
NEW
Shares83
Change+83
Value$3.1K
Filed 2026-10-08
Compass Financial Management LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$3.1K (+$26)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 7,919
Change-7,919 (-100%)
Value$0 (-$294.1K)
Filed 2026-10-14
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,775
Change-3,775 (-100%)
Value$0 (-$140.2K)
Filed 2026-10-15
Archer Investment Corp
CLOSED
Shares0 from 134
Change-134 (-100%)
Value$0 (-$5.0K)
Filed 2026-11-05
Raymond James Financial Inc
N/A
Shares— from 438,544
Change-438,544 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 399,855
Change-399,855 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 225,897
Change-225,897 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 222,848
Change-222,848 (-100%)
Value—
Allianz SE
N/A
Shares— from 181,956
Change-181,956 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 139,885
Change-139,885 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 138,016
Change-138,016 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 117,062
Change-117,062 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 99,380
Change-99,380 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 91,287
Change-91,287 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 67,230
Change-67,230 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 63,885
Change-63,885 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 51,859
Change-51,859 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 35,789
Change-35,789 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 35,071
Change-35,071 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 35,071
Change-35,071 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 21,296
Change-21,296 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 20,046
Change-20,046 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 13,976
Change-13,976 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 11,070
Change-11,070 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,643
Change-10,643 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,700
Change-8,700 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 8,194
Change-8,194 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,965
Change-6,965 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 6,622
Change-6,622 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 5,512
Change-5,512 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,874
Change-4,874 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 850
Change-850 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED777,580899,288-121,708-14%$33.4M$29.4M-$4.0M2026-11-02
LPL Financial LLC
DECREASED306,212321,559-15,347-5%$11.9M$11.6M-$348.5K2026-11-06
Guardian Capital, LLC
INCREASED177,693150,342+27,351+18%$5.6M$6.7M+$1.1M2026-11-06
Farther Finance Advisors, LLC
INCREASED90,97287,456+3,516+4%$3.2M$3.4M+$196.4K2026-10-08
Kestra Advisory Services, LLC
INCREASED83,22973,582+9,647+13%$2.7M$3.2M+$418.5K2026-11-02
Joseph P. Lucia & Associates, LLC
DECREASED62,02562,250-2250%$2.3M$2.3M+$36.5K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED54,36353,898+465+1%$2.0M$2.1M+$56.0K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED36,81510,131+26,684+263%$376.3K$1.4M+$1.0M2026-10-16
Long Island Wealth Management, Inc.
UNCHANGED36,61336,61300%$1.4M$1.4M+$26.5K2026-10-20
Focus Financial Network, Inc.
INCREASED30,18229,850+332+1%$1.1M$1.1M+$34.2K2026-10-14
JIM Saulnier & Associates, LLC
UNCHANGED27,19727,19700%$1.0M$1.0M+$19.7K2026-11-04
Spire Wealth Management
INCREASED27,00326,644+359+1%$989.6K$1.0M+$32.8K2026-10-30
Midwest Financial Network, LLC
DECREASED21,00624,095-3,089-13%$894.9K$795.3K-$99.5K2026-10-13
Independent Financial Group, LLC
UNCHANGED20,64320,64300%$766.7K$781.6K+$14.9K2026-10-13
Diversify Wealth Management, LLC
UNCHANGED19,34619,34600%$719.3K$735.5K+$16.2K2026-10-20
Diversify Advisory Services, LLC
UNCHANGED19,34619,34600%$719.3K$735.5K+$16.2K2026-10-20
Nations Financial Group Inc,
DECREASED18,63718,743-106-1%$696.1K$705.7K+$9.5K2026-11-05
Cypress Wealth Services, LLC
UNCHANGED14,33614,33600%$532.4K$545.3K+$12.8K2026-10-21
PFG Advisors
DECREASED11,33720,630-9,293-45%$766.2K$429.3K-$336.9K2026-10-16
Stirlingshire Investments, Inc.
DECREASED10,80811,292-484-4%$419.4K$409.2K-$10.2K2026-11-05
Accurate Wealth Management, LLC
DECREASED9,99610,977-981-9%$409.0K$380.3K-$28.7K2026-10-20
First Heartland Consultants, Inc.
DECREASED9,50712,035-2,528-21%$447.0K$360.0K-$87.0K2026-10-08
Castle Rock Wealth Management, LLC
UNCHANGED8,9758,97500%$333.2K$341.4K+$8.1K2026-10-09
Advus Financial Partners, LLC
UNCHANGED8,2968,29600%$308.1K$314.1K+$6.0K2026-10-20
Blue Water Asset Management
UNCHANGED8,0568,05600%$299.2K$305.0K+$5.8K2026-11-04
Grantvest Financial Group LLC
DECREASED7,8938,283-390-5%$307.6K$298.9K-$8.8K2026-10-21
IFP Advisors, Inc
INCREASED7,5286,911+617+9%$256.7K$285.0K+$28.4K2026-10-16
Lloyd Advisory Services, Llc.
DECREASED7,4207,823-403-5%$290.5K$280.9K-$9.6K2026-11-02
Walser Wealth Management Company, A Ltd Liability Co
UNCHANGED6,6936,69300%$248.6K$253.4K+$4.8K2026-10-15
Creative Financial Designs Inc
UNCHANGED6,4266,42600%$238.7K$243.3K+$4.6K2026-11-04
RFG Advisory, LLC
NEW5,495—+5,495——$208.1K—2026-11-03
Glenview Trust Co
UNCHANGED5,3875,38700%$200.1K$204.0K+$3.9K2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED5,0975,428-331-6%$201.6K$193.0K-$8.6K2026-10-23
Financial Network Wealth Advisors LLC
UNCHANGED1,4451,44500%$53.7K$54.7K+$1.0K2026-10-28
Blue Bell Private Wealth Management, LLC
UNCHANGED69269200%$25.7K$26.2K+$5002026-10-29
CoreCap Advisors, LLC
NEW83—+83——$3.1K—2026-10-08
Compass Financial Management LLC
UNCHANGED818100%$3.0K$3.1K+$262026-10-30
Patriot Financial Group Insurance Agency, LLC
CLOSED07,919-7,919-100%$294.1K$0-$294.1K2026-10-14
AdvisorNet Financial, Inc
CLOSED03,775-3,775-100%$140.2K$0-$140.2K2026-10-15
Archer Investment Corp
CLOSED0134-134-100%$5.0K$0-$5.0K2026-11-05
Raymond James Financial Inc
N/A—438,544-438,544-100%$16.3M———
Osaic Holdings, Inc.
N/A—399,855-399,855-100%$14.9M———
Advyzon Investment Management, LLC
N/A—225,897-225,897-100%$8.4M———
Cetera Investment Advisers
N/A—222,848-222,848-100%$8.3M———
Allianz SE
N/A—181,956-181,956-100%$6.8M———
GTS Financial, LLC
N/A—139,885-139,885-100%$4.7M———
Centaurus Financial, Inc.
N/A—138,016-138,016-100%$5.1M———
Envestnet Asset Management Inc
N/A—117,062-117,062-100%$4.3M———
World Investment Advisors
N/A—99,380-99,380-100%$3.7M———
Ausdal Financial Partners, Inc.
N/A—91,287-91,287-100%$3.4M———
Perennial Investment Advisors, LLC
N/A—67,230-67,230-100%$2.5M———
Susquehanna International Group, LLP
N/A—63,885-63,885-100%$2.4M———
MML Investors Services, LLC
N/A—51,859-51,859-100%$1.9M———
Compass Advisory Group LLC
N/A—35,789-35,789-100%$1.3M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—35,071-35,071-100%$1.3M———
BFC Planning, Inc.
N/A—35,071-35,071-100%$1.3M———
Harbour Investments, Inc.
N/A—21,296-21,296-100%$790.9K———
Westshore Wealth, LLC
N/A—20,046-20,046-100%$744.5K———
Main Street Financial Solutions, LLC
N/A—13,976-13,976-100%$519.1K———
Foundations Investment Advisors, LLC
N/A—11,070-11,070-100%$411.1K———
Mutual Advisors, LLC
N/A—10,643-10,643-100%$395.3K———
Summit Financial, LLC
N/A—8,700-8,700-100%$323.1K———
Mason Investment Advisory Services, Inc.
N/A—8,194-8,194-100%$304.3K———
Royal Bank of Canada
N/A—6,965-6,965-100%$259.0K———
Forty-three Eighteen Advisors, LLC
N/A—6,622-6,622-100%$245.9K———
Stonebridge Financial Group, LLC / MO
N/A—6,300-6,300-100%$234.0K———
Old Mission Capital LLC
N/A—5,800-5,800-100%$215.4K———
Rothschild Wealth LLC
N/A—5,512-5,512-100%$204.7K———
AE Wealth Management LLC
N/A—4,874-4,874-100%$181.0K———
Prestige Wealth Management Group LLC
N/A—1,450-1,450-100%$53.9K———
Arax Advisory Partners
N/A—850-850-100%$31.6K———
Wells Fargo & Company
N/A—1-1-100%$19———
Showing 72 of 72 institutions