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Alianzim US EQ Bfr20 Jul-Usd (JULW)

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
Shares1,134,539 from 1,220,617
Change-86,078 (-7%)
Value$47.1M (-$2.7M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares345,245 from 287,703
Change+57,542 (+20%)
Value$14.3M (+$2.6M)
Filed 2026-11-06
Guardian Capital, LLC
INCREASED
Shares161,844 from 136,855
Change+24,989 (+18%)
Value$6.7M (+$1.1M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares133,818 from 112,954
Change+20,864 (+18%)
Value$5.6M (+$943.5K)
Filed 2026-11-02
Long Island Wealth Management, Inc.
DECREASED
Shares117,184 from 122,469
Change-5,285 (-4%)
Value$4.9M (-$135.3K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares87,896 from 85,713
Change+2,183 (+3%)
Value$3.6M (+$149.0K)
Filed 2026-11-02
BIP Wealth, LLC
DECREASED
Shares61,349 from 62,126
Change-777 (-1%)
Value$2.5M (+$10.4K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
NEW
Shares44,669
Change+44,669
Value$1.9M
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares39,824 from 15,992
Change+23,832 (+149%)
Value$1.7M (+$1.0M)
Filed 2026-10-30
Aegis Wealth Management, Inc.
INCREASED
Shares35,789 from 34,584
Change+1,205 (+3%)
Value$1.5M (+$73.7K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares33,272 from 31,553
Change+1,719 (+5%)
Value$1.4M (+$93.0K)
Filed 2026-10-16
Diversify Advisory Services, LLC
DECREASED
Shares33,001 from 34,101
Change-1,100 (-3%)
Value$1.4M (-$9.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares33,001 from 34,101
Change-1,100 (-3%)
Value$1.4M (-$9.1K)
Filed 2026-10-20
RFG Advisory, LLC
DECREASED
Shares28,139 from 41,515
Change-13,376 (-32%)
Value$1.2M (-$526.7K)
Filed 2026-11-03
Focus Financial Network, Inc.
DECREASED
Shares26,863 from 27,353
Change-490 (-2%)
Value$1.1M (-$1.6K)
Filed 2026-10-14
Cypress Wealth Services, LLC
UNCHANGED
Shares26,852 from 26,852
Change0 (0%)
Value$1.1M (+$27.9K)
Filed 2026-10-21
Joseph P. Lucia & Associates, LLC
INCREASED
Shares25,340 from 19,895
Change+5,445 (+27%)
Value$1.1M (+$239.7K)
Filed 2026-10-30
Castle Rock Wealth Management, LLC
DECREASED
Shares24,250 from 24,619
Change-369 (-1%)
Value$1.0M (+$11.9K)
Filed 2026-10-09
Midwest Financial Network, LLC
DECREASED
Shares18,920 from 21,732
Change-2,812 (-13%)
Value$785.3K (-$101.8K)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares18,540 from 23,894
Change-5,354 (-22%)
Value$769.5K (-$205.8K)
Filed 2026-10-13
Nations Financial Group Inc,
DECREASED
Shares17,314 from 17,421
Change-107 (-1%)
Value$718.6K (+$7.5K)
Filed 2026-11-05
Grantvest Financial Group LLC
INCREASED
Shares16,986 from 15,282
Change+1,704 (+11%)
Value$705.0K (+$81.2K)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares15,582 from 8,258
Change+7,324 (+89%)
Value$646.7K (+$309.7K)
Filed 2026-10-08
Advisory Solutions Group, LLC
UNCHANGED
Shares12,771 from 12,771
Change0 (0%)
Value$530.1K (+$8.8K)
Filed 2026-10-14
Advus Financial Partners, LLC
UNCHANGED
Shares11,612 from 11,612
Change0 (0%)
Value$482.0K (+$8.0K)
Filed 2026-10-20
Stirlingshire Investments, Inc.
DECREASED
Shares9,826 from 10,208
Change-382 (-4%)
Value$407.8K (-$8.9K)
Filed 2026-11-05
Elevation Wealth Management LLC
UNCHANGED
Shares9,585 from 9,585
Change0 (0%)
Value$397.8K (+$6.6K)
Filed 2026-11-02
HB Wealth Management, LLC
UNCHANGED
Shares9,357 from 9,357
Change0 (0%)
Value$388.4K (+$6.4K)
Filed 2026-10-23
Merit Financial Group, LLC
DECREASED
Shares8,921 from 9,421
Change-500 (-5%)
Value$370.3K (-$14.3K)
Filed 2026-11-06
Lantern Wealth Advisors, LLC
NEW
Shares8,711
Change+8,711
Value$361.6K
Filed 2026-10-22
Moors & Cabot, Inc.
NEW
Shares7,765
Change+7,765
Value$322.3K
Filed 2026-11-06
Strategic Blueprint, LLC
UNCHANGED
Shares7,582 from 7,582
Change0 (0%)
Value$314.7K (+$5.2K)
Filed 2026-10-22
JIM Saulnier & Associates, LLC
NEW
Shares6,969
Change+6,969
Value$289.3K
Filed 2026-11-04
Greenbush Financial Group, LLC
DECREASED
Shares6,085 from 6,825
Change-740 (-11%)
Value$252.6K (-$26.0K)
Filed 2026-10-15
PFG Advisors
DECREASED
Shares5,920 from 14,625
Change-8,705 (-60%)
Value$245.7K (-$351.3K)
Filed 2026-10-16
Carmel Capital Partners, LLC
NEW
Shares5,700
Change+5,700
Value$236.6K
Filed 2026-11-03
Sagespring Wealth Partners, LLC
NEW
Shares4,863
Change+4,863
Value$201.8K
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
DECREASED
Shares3,913 from 4,128
Change-215 (-5%)
Value$162.4K (-$6.1K)
Filed 2026-10-23
Lloyd Advisory Services, Llc.
DECREASED
Shares3,820 from 3,991
Change-171 (-4%)
Value$158.6K (-$4.4K)
Filed 2026-11-02
Barclays PLC
UNCHANGED
Shares3,263 from 3,263
Change0 (0%)
Value$135.4K (+$2.2K)
Filed 2026-11-06
Elevated Capital Advisors, LLC
DECREASED
Shares1,747 from 48,661
Change-46,914 (-96%)
Value$72.5K (-$1.9M)
Filed 2026-11-04
Creative Financial Designs Inc
UNCHANGED
Shares1,167 from 1,167
Change0 (0%)
Value$48.4K (+$801)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares778 from 865
Change-87 (-10%)
Value$32.3K (-$3.3K)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
DECREASED
Shares320 from 497
Change-177 (-36%)
Value$13.3K (-$7.0K)
Filed 2026-11-04
Trust Co of Vermont
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$6.8K (+$113)
Filed 2026-10-21
CoreCap Advisors, LLC
NEW
Shares80
Change+80
Value$3.3K
Filed 2026-10-08
Networth Advisors, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.5K (+$24)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,453
Change-3,453 (-100%)
Value$0 (-$141.0K)
Filed 2026-10-15
NBT Bank, N.A.
CLOSED
Shares0 from 2,630
Change-2,630 (-100%)
Value$0 (-$107.4K)
Filed 2026-10-21
Raymond James Financial Inc
N/A
Shares— from 414,189
Change-414,189 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 355,833
Change-355,833 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 266,353
Change-266,353 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 230,401
Change-230,401 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 208,320
Change-208,320 (-100%)
Value—
Allianz SE
N/A
Shares— from 168,041
Change-168,041 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 149,192
Change-149,192 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 130,451
Change-130,451 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 91,028
Change-91,028 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 84,938
Change-84,938 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 84,639
Change-84,639 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 75,564
Change-75,564 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 45,781
Change-45,781 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 35,791
Change-35,791 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 27,827
Change-27,827 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 24,799
Change-24,799 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 23,798
Change-23,798 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 22,452
Change-22,452 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 18,528
Change-18,528 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 12,338
Change-12,338 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 9,780
Change-9,780 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,898
Change-8,898 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 5,467
Change-5,467 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 5,195
Change-5,195 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 862
Change-862 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 392
Change-392 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 73
Change-73 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED1,134,5391,220,617-86,078-7%$49.8M$47.1M-$2.7M2026-11-02
LPL Financial LLC
INCREASED345,245287,703+57,542+20%$11.7M$14.3M+$2.6M2026-11-06
Guardian Capital, LLC
INCREASED161,844136,855+24,989+18%$5.6M$6.7M+$1.1M2026-11-06
Kestra Advisory Services, LLC
INCREASED133,818112,954+20,864+18%$4.6M$5.6M+$943.5K2026-11-02
Long Island Wealth Management, Inc.
DECREASED117,184122,469-5,285-4%$5.0M$4.9M-$135.3K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED87,89685,713+2,183+3%$3.5M$3.6M+$149.0K2026-11-02
BIP Wealth, LLC
DECREASED61,34962,126-777-1%$2.5M$2.5M+$10.4K2026-10-22
Concurrent Investment Advisors, LLC
NEW44,669—+44,669——$1.9M—2026-10-16
Spire Wealth Management
INCREASED39,82415,992+23,832+149%$652.8K$1.7M+$1.0M2026-10-30
Aegis Wealth Management, Inc.
INCREASED35,78934,584+1,205+3%$1.4M$1.5M+$73.7K2026-10-26
IFP Advisors, Inc
INCREASED33,27231,553+1,719+5%$1.3M$1.4M+$93.0K2026-10-16
Diversify Advisory Services, LLC
DECREASED33,00134,101-1,100-3%$1.4M$1.4M-$9.1K2026-10-20
Diversify Wealth Management, LLC
DECREASED33,00134,101-1,100-3%$1.4M$1.4M-$9.1K2026-10-20
RFG Advisory, LLC
DECREASED28,13941,515-13,376-32%$1.7M$1.2M-$526.7K2026-11-03
Focus Financial Network, Inc.
DECREASED26,86327,353-490-2%$1.1M$1.1M-$1.6K2026-10-14
Cypress Wealth Services, LLC
UNCHANGED26,85226,85200%$1.1M$1.1M+$27.9K2026-10-21
Joseph P. Lucia & Associates, LLC
INCREASED25,34019,895+5,445+27%$812.1K$1.1M+$239.7K2026-10-30
Castle Rock Wealth Management, LLC
DECREASED24,25024,619-369-1%$1.0M$1.0M+$11.9K2026-10-09
Midwest Financial Network, LLC
DECREASED18,92021,732-2,812-13%$887.1K$785.3K-$101.8K2026-10-13
Independent Financial Group, LLC
DECREASED18,54023,894-5,354-22%$975.4K$769.5K-$205.8K2026-10-13
Nations Financial Group Inc,
DECREASED17,31417,421-107-1%$711.1K$718.6K+$7.5K2026-11-05
Grantvest Financial Group LLC
INCREASED16,98615,282+1,704+11%$623.8K$705.0K+$81.2K2026-10-21
Farther Finance Advisors, LLC
INCREASED15,5828,258+7,324+89%$337.1K$646.7K+$309.7K2026-10-08
Advisory Solutions Group, LLC
UNCHANGED12,77112,77100%$521.3K$530.1K+$8.8K2026-10-14
Advus Financial Partners, LLC
UNCHANGED11,61211,61200%$474.0K$482.0K+$8.0K2026-10-20
Stirlingshire Investments, Inc.
DECREASED9,82610,208-382-4%$416.7K$407.8K-$8.9K2026-11-05
Elevation Wealth Management LLC
UNCHANGED9,5859,58500%$391.3K$397.8K+$6.6K2026-11-02
HB Wealth Management, LLC
UNCHANGED9,3579,35700%$382.0K$388.4K+$6.4K2026-10-23
Merit Financial Group, LLC
DECREASED8,9219,421-500-5%$384.6K$370.3K-$14.3K2026-11-06
Lantern Wealth Advisors, LLC
NEW8,711—+8,711——$361.6K—2026-10-22
Moors & Cabot, Inc.
NEW7,765—+7,765——$322.3K—2026-11-06
Strategic Blueprint, LLC
UNCHANGED7,5827,58200%$309.5K$314.7K+$5.2K2026-10-22
JIM Saulnier & Associates, LLC
NEW6,969—+6,969——$289.3K—2026-11-04
Greenbush Financial Group, LLC
DECREASED6,0856,825-740-11%$278.6K$252.6K-$26.0K2026-10-15
PFG Advisors
DECREASED5,92014,625-8,705-60%$597.0K$245.7K-$351.3K2026-10-16
Carmel Capital Partners, LLC
NEW5,700—+5,700——$236.6K—2026-11-03
Sagespring Wealth Partners, LLC
NEW4,863—+4,863——$201.8K—2026-10-22
Dhjj Financial Advisors, Ltd.
DECREASED3,9134,128-215-5%$168.5K$162.4K-$6.1K2026-10-23
Lloyd Advisory Services, Llc.
DECREASED3,8203,991-171-4%$162.9K$158.6K-$4.4K2026-11-02
Barclays PLC
UNCHANGED3,2633,26300%$133.2K$135.4K+$2.2K2026-11-06
Elevated Capital Advisors, LLC
DECREASED1,74748,661-46,914-96%$2.0M$72.5K-$1.9M2026-11-04
Creative Financial Designs Inc
UNCHANGED1,1671,16700%$47.6K$48.4K+$8012026-11-04
Compass Financial Management LLC
DECREASED778865-87-10%$35.6K$32.3K-$3.3K2026-10-30
Tounjian Advisory Partners, LLC
DECREASED320497-177-36%$20.3K$13.3K-$7.0K2026-11-04
Trust Co of Vermont
UNCHANGED16416400%$6.7K$6.8K+$1132026-10-21
CoreCap Advisors, LLC
NEW80—+80——$3.3K—2026-10-08
Networth Advisors, LLC
UNCHANGED353500%$1.4K$1.5K+$242026-11-03
AdvisorNet Financial, Inc
CLOSED03,453-3,453-100%$141.0K$0-$141.0K2026-10-15
NBT Bank, N.A.
CLOSED02,630-2,630-100%$107.4K$0-$107.4K2026-10-21
Raymond James Financial Inc
N/A—414,189-414,189-100%$16.9M———
GTS Financial, LLC
N/A—355,833-355,833-100%$13.2M———
Osaic Holdings, Inc.
N/A—266,353-266,353-100%$10.9M———
Cetera Investment Advisers
N/A—230,401-230,401-100%$9.4M———
Advyzon Investment Management, LLC
N/A—208,320-208,320-100%$8.5M———
Allianz SE
N/A—168,041-168,041-100%$6.9M———
American Asset Management Inc.
N/A—149,192-149,192-100%$6.1M———
World Investment Advisors
N/A—130,451-130,451-100%$5.3M———
Centaurus Financial, Inc.
N/A—91,028-91,028-100%$3.7M———
Ausdal Financial Partners, Inc.
N/A—84,938-84,938-100%$3.5M———
Susquehanna International Group, LLP
N/A—84,639-84,639-100%$3.5M———
Envestnet Asset Management Inc
N/A—75,564-75,564-100%$3.1M———
Compass Advisory Group LLC
N/A—45,781-45,781-100%$1.9M———
Wealthgarden F.S. LLC
N/A—35,791-35,791-100%$1.5M———
Forty-three Eighteen Advisors, LLC
N/A—27,827-27,827-100%$1.1M———
Harbour Investments, Inc.
N/A—24,799-24,799-100%$1.0M———
BFC Planning, Inc.
N/A—23,798-23,798-100%$971.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—22,452-22,452-100%$916.5K———
AE Wealth Management LLC
N/A—18,528-18,528-100%$756.3K———
IFG Advisory, LLC
N/A—12,338-12,338-100%$503.6K———
Summit Financial, LLC
N/A—9,780-9,780-100%$399.2K———
HRT Financial LP
N/A—8,898-8,898-100%$363.0K———
Bcgm Wealth Management, LLC
N/A—5,467-5,467-100%$223.2K———
Innovative Asset Advisors Group, LLC
N/A—5,195-5,195-100%$212.1K———
Stonebridge Financial Group, LLC / MO
N/A—4,900-4,900-100%$200.0K———
ST Germain D J Co Inc
N/A—862-862-100%$35.2K———
Geneos Wealth Management Inc.
N/A—392-392-100%$16.0K———
Morgan Stanley
N/A—73-73-100%$3.0K———
Wells Fargo & Company
N/A—1-1-100%$20———
Showing 78 of 78 institutions