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Allianzim US EQ Buffer15 (QBSF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares313,794 from 64,222
Change+249,572 (+389%)
Value$8.6M (+$6.9M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares44,970 from 42,913
Change+2,057 (+5%)
Value$1.2M (+$78.3K)
Filed 2026-10-08
Secure Asset Management, LLC
NEW
Shares28,904
Change+28,904
Value$795.3K
Filed 2026-10-19
RFG Advisory, LLC
NEW
Shares18,219
Change+18,219
Value$501.3K
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
NEW
Shares15,998
Change+15,998
Value$440.2K
Filed 2026-10-13
First Heartland Consultants, Inc.
NEW
Shares15,497
Change+15,497
Value$426.4K
Filed 2026-10-08
Virtue Capital Management, LLC
NEW
Shares11,902
Change+11,902
Value$327.5K
Filed 2026-10-29
Long Island Wealth Management, Inc.
UNCHANGED
Shares11,700 from 11,700
Change0 (0%)
Value$321.9K (+$5.9K)
Filed 2026-10-20
Vima LLC
NEW
Shares11,067
Change+11,067
Value$304.5K
Filed 2026-10-23
Cap Partners, LLC
NEW
Shares8,175
Change+8,175
Value$224.9K
Filed 2026-10-19
Harbour Investments, Inc.
INCREASED
Shares6,994 from 6,810
Change+184 (+3%)
Value$192.4K (+$8.5K)
Filed 2026-11-09
IFP Advisors, Inc
INCREASED
Shares3,883 from 3,468
Change+415 (+12%)
Value$106.8K (+$13.2K)
Filed 2026-10-16
Barclays PLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$28 (+$1)
Filed 2026-11-06
Centaurus Financial, Inc.
N/A
Shares— from 292,205
Change-292,205 (-100%)
Value—
Allianz SE
N/A
Shares— from 188,041
Change-188,041 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,655
Change-26,655 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 17,091
Change-17,091 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 17,091
Change-17,091 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 15,480
Change-15,480 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,229
Change-15,229 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,267
Change-13,267 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 10,324
Change-10,324 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,832
Change-8,832 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,501
Change-2,501 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 892
Change-892 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED313,79464,222+249,572+389%$1.7M$8.6M+$6.9M2026-11-02
Farther Finance Advisors, LLC
INCREASED44,97042,913+2,057+5%$1.2M$1.2M+$78.3K2026-10-08
Secure Asset Management, LLC
NEW28,904—+28,904——$795.3K—2026-10-19
RFG Advisory, LLC
NEW18,219—+18,219——$501.3K—2026-11-03
Signature Estate & Investment Advisors LLC
NEW15,998—+15,998——$440.2K—2026-10-13
First Heartland Consultants, Inc.
NEW15,497—+15,497——$426.4K—2026-10-08
Virtue Capital Management, LLC
NEW11,902—+11,902——$327.5K—2026-10-29
Long Island Wealth Management, Inc.
UNCHANGED11,70011,70000%$316.0K$321.9K+$5.9K2026-10-20
Vima LLC
NEW11,067—+11,067——$304.5K—2026-10-23
Cap Partners, LLC
NEW8,175—+8,175——$224.9K—2026-10-19
Harbour Investments, Inc.
INCREASED6,9946,810+184+3%$183.9K$192.4K+$8.5K2026-11-09
IFP Advisors, Inc
INCREASED3,8833,468+415+12%$93.7K$106.8K+$13.2K2026-10-16
Barclays PLC
UNCHANGED1100%$27$28+$12026-11-06
Centaurus Financial, Inc.
N/A—292,205-292,205-100%$7.9M———
Allianz SE
N/A—188,041-188,041-100%$5.1M———
Susquehanna International Group, LLP
N/A—26,655-26,655-100%$720.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—17,091-17,091-100%$461.6K———
BFC Planning, Inc.
N/A—17,091-17,091-100%$461.6K———
Stonebridge Financial Group, LLC / MO
N/A—15,480-15,480-100%$418.1K———
Goldman Sachs Group Inc
N/A—15,229-15,229-100%$411.3K———
Cetera Investment Advisers
N/A—13,267-13,267-100%$358.3K———
Applied Capital LLC
N/A—10,324-10,324-100%$278.9K———
Envestnet Asset Management Inc
N/A—8,832-8,832-100%$238.6K———
Steward Partners Investment Advisory, LLC
N/A—3,823-3,823-100%$103.3K———
Innovative Asset Advisors Group, LLC
N/A—2,501-2,501-100%$67.6K———
Osaic Holdings, Inc.
N/A—892-892-100%$24.1K———
Showing 26 of 26 institutions