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Allianzim US Bf15 Uncap FEB (FEBU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
NBZ Investment Advisors LLC
DECREASED
Shares246,959 from 267,443
Change-20,484 (-8%)
Value$7.4M (-$525.4K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares71,570 from 67,155
Change+4,415 (+7%)
Value$2.1M (+$155.1K)
Filed 2026-11-02
Savant Capital, LLC
DECREASED
Shares70,171 from 77,632
Change-7,461 (-10%)
Value$2.1M (-$198.0K)
Filed 2026-11-06
ARS Wealth Advisors Group, LLC
DECREASED
Shares69,632 from 70,172
Change-540 (-1%)
Value$2.1M (+$7.3K)
Filed 2026-10-16
Creative Planning
UNCHANGED
Shares32,431 from 32,431
Change0 (0%)
Value$973.7K (+$10.9K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares21,337 from 9,962
Change+11,375 (+114%)
Value$640.6K (+$344.9K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares15,368 from 25,165
Change-9,797 (-39%)
Value$461.4K (-$285.7K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares10,630 from 10,780
Change-150 (-1%)
Value$319.2K (-$892)
Filed 2026-11-06
Creative Financial Designs Inc
UNCHANGED
Shares766 from 766
Change0 (0%)
Value$23.0K (+$256)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares411 from 541
Change-130 (-24%)
Value$12.3K (-$3.7K)
Filed 2026-10-16
Harbour Investments, Inc.
DECREASED
Shares104 from 12,066
Change-11,962 (-99%)
Value$3.1K (-$355.1K)
Filed 2026-11-09
Key Capital Management, Inc
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$2.5K)
Filed 2026-11-03
Allianz SE
N/A
Shares— from 511,395
Change-511,395 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 178,419
Change-178,419 (-100%)
Value—
Stephens Inc
N/A
Shares— from 141,530
Change-141,530 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,040
Change-23,040 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 19,851
Change-19,851 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 15,282
Change-15,282 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 13,408
Change-13,408 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,266
Change-8,266 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Status
NBZ Investment Advisors LLC
DECREASED246,959267,443-20,484-8%$7.9M$7.4M-$525.4K2026-10-30
Kestra Advisory Services, LLC
INCREASED71,57067,155+4,415+7%$2.0M$2.1M+$155.1K2026-11-02
Savant Capital, LLC
DECREASED70,17177,632-7,461-10%$2.3M$2.1M-$198.0K2026-11-06
ARS Wealth Advisors Group, LLC
DECREASED69,63270,172-540-1%$2.1M$2.1M+$7.3K2026-10-16
Creative Planning
UNCHANGED32,43132,43100%$962.9K$973.7K+$10.9K2026-11-02
Farther Finance Advisors, LLC
INCREASED21,3379,962+11,375+114%$295.8K$640.6K+$344.9K2026-10-08
Commonwealth Equity Services, LLC
DECREASED15,36825,165-9,797-39%$747.2K$461.4K-$285.7K2026-11-02
LPL Financial LLC
DECREASED10,63010,780-150-1%$320.1K$319.2K-$8922026-11-06
Creative Financial Designs Inc
UNCHANGED76676600%$22.7K$23.0K+$2562026-11-04
IFP Advisors, Inc
DECREASED411541-130-24%$16.1K$12.3K-$3.7K2026-10-16
Harbour Investments, Inc.
DECREASED10412,066-11,962-99%$358.2K$3.1K-$355.1K2026-11-09
Key Capital Management, Inc
CLOSED085-85-100%$2.5K$0-$2.5K2026-11-03
Allianz SE
N/A—511,395-511,395-100%$15.2M———
Stratos Wealth Advisors, LLC
N/A—178,419-178,419-100%$5.3M———
Stephens Inc
N/A—141,530-141,530-100%$4.2M———
Susquehanna International Group, LLP
N/A—23,040-23,040-100%$684.1K———
Arax Advisory Partners
N/A—19,851-19,851-100%$589.4K———
CreativeOne Wealth, LLC
N/A—15,282-15,282-100%$453.7K———
Foundations Investment Advisors, LLC
N/A—13,408-13,408-100%$398.1K———
Cetera Investment Advisers
N/A—8,266-8,266-100%$245.4K———
Osaic Holdings, Inc.
N/A—1,900-1,900-100%$56.4K———
Showing 21 of 21 institutions