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Alianzim US EQ Bfr20 Oct-Usd (OCTW)

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
Shares2,171,004 from 2,212,139
Change-41,135 (-2%)
Value$91.2M (+$705.3K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares985,178 from 1,140,163
Change-154,985 (-14%)
Value$41.4M (-$5.3M)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares209,014 from 230,127
Change-21,113 (-9%)
Value$8.8M (-$633.8K)
Filed 2026-11-02
Guardian Capital, LLC
INCREASED
Shares160,846 from 136,626
Change+24,220 (+18%)
Value$6.8M (+$1.2M)
Filed 2026-11-06
Blue Bell Private Wealth Management, LLC
DECREASED
Shares75,944 from 84,833
Change-8,889 (-10%)
Value$3.2M (-$280.1K)
Filed 2026-10-29
Elevation Wealth Management LLC
UNCHANGED
Shares68,745 from 68,745
Change0 (0%)
Value$2.9M (+$75.6K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
NEW
Shares64,417
Change+64,417
Value$2.7M
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares61,506 from 75,586
Change-14,080 (-19%)
Value$2.6M (-$508.4K)
Filed 2026-10-30
Long Island Wealth Management, Inc.
DECREASED
Shares49,315 from 60,525
Change-11,210 (-19%)
Value$2.1M (-$404.4K)
Filed 2026-10-20
Advus Financial Partners, LLC
DECREASED
Shares48,466 from 51,223
Change-2,757 (-5%)
Value$2.0M (-$59.5K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares42,781 from 45,558
Change-2,777 (-6%)
Value$1.8M (-$67.0K)
Filed 2026-11-02
Harbour Investments, Inc.
DECREASED
Shares27,938 from 37,749
Change-9,811 (-26%)
Value$1.2M (-$370.6K)
Filed 2026-11-09
BIP Wealth, LLC
DECREASED
Shares21,665 from 22,310
Change-645 (-3%)
Value$910.1K (-$2.6K)
Filed 2026-10-22
Strategic Blueprint, LLC
UNCHANGED
Shares20,977 from 20,977
Change0 (0%)
Value$881.2K (+$23.1K)
Filed 2026-10-22
Castle Rock Wealth Management, LLC
UNCHANGED
Shares19,771 from 19,771
Change0 (0%)
Value$837.6K (+$28.6K)
Filed 2026-10-09
Midwest Financial Network, LLC
DECREASED
Shares18,883 from 21,705
Change-2,822 (-13%)
Value$793.3K (-$94.7K)
Filed 2026-10-13
Diversify Advisory Services, LLC
UNCHANGED
Shares17,912 from 17,912
Change0 (0%)
Value$756.6K (+$22.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
UNCHANGED
Shares17,912 from 17,912
Change0 (0%)
Value$756.6K (+$22.1K)
Filed 2026-10-20
IFG Advisory, LLC
DECREASED
Shares17,162 from 20,776
Change-3,614 (-17%)
Value$721.0K (-$129.0K)
Filed 2026-11-09
Nations Financial Group Inc,
DECREASED
Shares16,985 from 17,090
Change-105 (-1%)
Value$713.6K (+$14.4K)
Filed 2026-11-05
Focus Financial Network, Inc.
DECREASED
Shares14,240 from 14,462
Change-222 (-2%)
Value$598.2K (+$6.6K)
Filed 2026-10-14
Independent Financial Group, LLC
UNCHANGED
Shares13,424 from 13,424
Change0 (0%)
Value$563.9K (+$14.8K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares12,536 from 9,948
Change+2,588 (+26%)
Value$526.6K (+$119.7K)
Filed 2026-10-16
Certified Advisory Corp
DECREASED
Shares12,465 from 14,003
Change-1,538 (-11%)
Value$523.6K (-$49.2K)
Filed 2026-10-29
PFG Advisors
DECREASED
Shares11,983 from 51,697
Change-39,714 (-77%)
Value$503.4K (-$1.6M)
Filed 2026-10-16
HB Wealth Management, LLC
UNCHANGED
Shares9,908 from 9,908
Change0 (0%)
Value$416.2K (+$10.9K)
Filed 2026-10-23
Stirlingshire Investments, Inc.
DECREASED
Shares9,770 from 10,198
Change-428 (-4%)
Value$410.4K (-$6.8K)
Filed 2026-11-05
First Heartland Consultants, Inc.
DECREASED
Shares8,485 from 9,470
Change-985 (-10%)
Value$356.5K (-$31.0K)
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
DECREASED
Shares8,205 from 9,560
Change-1,355 (-14%)
Value$344.7K (-$46.4K)
Filed 2026-10-23
JIM Saulnier & Associates, LLC
UNCHANGED
Shares8,140 from 8,140
Change0 (0%)
Value$342.0K (+$9.0K)
Filed 2026-11-04
Merit Financial Group, LLC
DECREASED
Shares7,488 from 7,883
Change-395 (-5%)
Value$314.6K (-$7.9K)
Filed 2026-11-06
Joseph P. Lucia & Associates, LLC
NEW
Shares6,988
Change+6,988
Value$293.6K
Filed 2026-10-30
RFG Advisory, LLC
INCREASED
Shares6,904 from 5,262
Change+1,642 (+31%)
Value$290.0K (+$74.8K)
Filed 2026-11-03
Grantvest Financial Group LLC
UNCHANGED
Shares6,667 from 6,667
Change0 (0%)
Value$280.1K (+$7.3K)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares6,635 from 6,635
Change0 (0%)
Value$278.7K (+$7.3K)
Filed 2026-10-08
Belpointe Asset Management LLC
UNCHANGED
Shares6,490 from 6,490
Change0 (0%)
Value$272.6K (+$7.1K)
Filed 2026-11-09
BridgePort Financial Solutions, LLC
DECREASED
Shares5,833 from 6,605
Change-772 (-12%)
Value$245.0K (-$25.2K)
Filed 2026-11-02
Moors & Cabot, Inc.
UNCHANGED
Shares5,330 from 5,330
Change0 (0%)
Value$223.9K (+$5.9K)
Filed 2026-11-06
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares5,028 from 5,472
Change-444 (-8%)
Value$211.2K (-$12.6K)
Filed 2026-10-29
Creative Financial Designs Inc
DECREASED
Shares3,155 from 3,367
Change-212 (-6%)
Value$132.5K (-$5.2K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares2,407 from 2,144
Change+263 (+12%)
Value$101.1K (+$13.4K)
Filed 2026-10-08
Compass Financial Management LLC
DECREASED
Shares2,172 from 2,515
Change-343 (-14%)
Value$91.2K (-$12.9K)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
DECREASED
Shares1,165 from 1,430
Change-265 (-19%)
Value$48.9K (-$9.6K)
Filed 2026-11-02
POM Investment Strategies, LLC
DECREASED
Shares870 from 1,207
Change-337 (-28%)
Value$36.5K (-$12.8K)
Filed 2026-10-20
Tounjian Advisory Partners, LLC
DECREASED
Shares753 from 1,007
Change-254 (-25%)
Value$31.6K (-$9.6K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
DECREASED
Shares660 from 61,179
Change-60,519 (-99%)
Value$27.7K (-$2.5M)
Filed 2026-11-04
Networth Advisors, LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$5.6K (+$147)
Filed 2026-11-03
CoreCap Advisors, LLC
NEW
Shares75
Change+75
Value$3.2K
Filed 2026-10-08
Assetmark, Inc
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$2.8K (+$74)
Filed 2026-10-21
Taylor Securities Services, Inc.
CLOSED
Shares0 from 10,150
Change-10,150 (-100%)
Value$0 (-$415.2K)
Filed 2026-10-20
Csenge Advisory Group
CLOSED
Shares0 from 8,631
Change-8,631 (-100%)
Value$0 (-$353.1K)
Filed 2026-11-04
RIA Advisory Group LLC
CLOSED
Shares0 from 5,500
Change-5,500 (-100%)
Value$0 (-$225.0K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,070
Change-3,070 (-100%)
Value$0 (-$125.6K)
Filed 2026-10-15
Archer Investment Corp
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$5.7K)
Filed 2026-11-05
Raymond James Financial Inc
N/A
Shares— from 508,418
Change-508,418 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 249,190
Change-249,190 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 216,813
Change-216,813 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 207,260
Change-207,260 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 189,674
Change-189,674 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 184,697
Change-184,697 (-100%)
Value—
Allianz SE
N/A
Shares— from 167,279
Change-167,279 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 117,113
Change-117,113 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 88,691
Change-88,691 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 87,868
Change-87,868 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 85,533
Change-85,533 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 66,115
Change-66,115 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 39,556
Change-39,556 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 28,320
Change-28,320 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 25,940
Change-25,940 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 25,537
Change-25,537 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 14,508
Change-14,508 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 13,222
Change-13,222 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 12,486
Change-12,486 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 9,938
Change-9,938 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 9,715
Change-9,715 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 6,773
Change-6,773 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,497
Change-5,497 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 4,993
Change-4,993 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,892
Change-4,892 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,119
Change-3,119 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,559
Change-2,559 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 157
Change-157 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 99
Change-99 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED2,171,0042,212,139-41,135-2%$90.5M$91.2M+$705.3K2026-11-06
Commonwealth Equity Services, LLC
DECREASED985,1781,140,163-154,985-14%$46.6M$41.4M-$5.3M2026-11-02
Kestra Advisory Services, LLC
DECREASED209,014230,127-21,113-9%$9.4M$8.8M-$633.8K2026-11-02
Guardian Capital, LLC
INCREASED160,846136,626+24,220+18%$5.6M$6.8M+$1.2M2026-11-06
Blue Bell Private Wealth Management, LLC
DECREASED75,94484,833-8,889-10%$3.5M$3.2M-$280.1K2026-10-29
Elevation Wealth Management LLC
UNCHANGED68,74568,74500%$2.8M$2.9M+$75.6K2026-11-02
Concurrent Investment Advisors, LLC
NEW64,417—+64,417——$2.7M—2026-10-16
Spire Wealth Management
DECREASED61,50675,586-14,080-19%$3.1M$2.6M-$508.4K2026-10-30
Long Island Wealth Management, Inc.
DECREASED49,31560,525-11,210-19%$2.5M$2.1M-$404.4K2026-10-20
Advus Financial Partners, LLC
DECREASED48,46651,223-2,757-5%$2.1M$2.0M-$59.5K2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED42,78145,558-2,777-6%$1.9M$1.8M-$67.0K2026-11-02
Harbour Investments, Inc.
DECREASED27,93837,749-9,811-26%$1.5M$1.2M-$370.6K2026-11-09
BIP Wealth, LLC
DECREASED21,66522,310-645-3%$912.7K$910.1K-$2.6K2026-10-22
Strategic Blueprint, LLC
UNCHANGED20,97720,97700%$858.2K$881.2K+$23.1K2026-10-22
Castle Rock Wealth Management, LLC
UNCHANGED19,77119,77100%$809.0K$837.6K+$28.6K2026-10-09
Midwest Financial Network, LLC
DECREASED18,88321,705-2,822-13%$888.0K$793.3K-$94.7K2026-10-13
Diversify Advisory Services, LLC
UNCHANGED17,91217,91200%$734.6K$756.6K+$22.1K2026-10-20
Diversify Wealth Management, LLC
UNCHANGED17,91217,91200%$734.6K$756.6K+$22.1K2026-10-20
IFG Advisory, LLC
DECREASED17,16220,776-3,614-17%$849.9K$721.0K-$129.0K2026-11-09
Nations Financial Group Inc,
DECREASED16,98517,090-105-1%$699.2K$713.6K+$14.4K2026-11-05
Focus Financial Network, Inc.
DECREASED14,24014,462-222-2%$591.6K$598.2K+$6.6K2026-10-14
Independent Financial Group, LLC
UNCHANGED13,42413,42400%$549.2K$563.9K+$14.8K2026-10-13
IFP Advisors, Inc
INCREASED12,5369,948+2,588+26%$407.0K$526.6K+$119.7K2026-10-16
Certified Advisory Corp
DECREASED12,46514,003-1,538-11%$572.9K$523.6K-$49.2K2026-10-29
PFG Advisors
DECREASED11,98351,697-39,714-77%$2.1M$503.4K-$1.6M2026-10-16
HB Wealth Management, LLC
UNCHANGED9,9089,90800%$405.3K$416.2K+$10.9K2026-10-23
Stirlingshire Investments, Inc.
DECREASED9,77010,198-428-4%$417.2K$410.4K-$6.8K2026-11-05
First Heartland Consultants, Inc.
DECREASED8,4859,470-985-10%$387.4K$356.5K-$31.0K2026-10-08
Dhjj Financial Advisors, Ltd.
DECREASED8,2059,560-1,355-14%$391.1K$344.7K-$46.4K2026-10-23
JIM Saulnier & Associates, LLC
UNCHANGED8,1408,14000%$333.0K$342.0K+$9.0K2026-11-04
Merit Financial Group, LLC
DECREASED7,4887,883-395-5%$322.5K$314.6K-$7.9K2026-11-06
Joseph P. Lucia & Associates, LLC
NEW6,988—+6,988——$293.6K—2026-10-30
RFG Advisory, LLC
INCREASED6,9045,262+1,642+31%$215.3K$290.0K+$74.8K2026-11-03
Grantvest Financial Group LLC
UNCHANGED6,6676,66700%$272.7K$280.1K+$7.3K2026-10-21
Avidian Wealth Enterprises, LLC
UNCHANGED6,6356,63500%$271.4K$278.7K+$7.3K2026-10-08
Belpointe Asset Management LLC
UNCHANGED6,4906,49000%$265.5K$272.6K+$7.1K2026-11-09
BridgePort Financial Solutions, LLC
DECREASED5,8336,605-772-12%$270.2K$245.0K-$25.2K2026-11-02
Moors & Cabot, Inc.
UNCHANGED5,3305,33000%$218.1K$223.9K+$5.9K2026-11-06
Gaddis Premier Wealth Advisors LLC
DECREASED5,0285,472-444-8%$223.9K$211.2K-$12.6K2026-10-29
Creative Financial Designs Inc
DECREASED3,1553,367-212-6%$137.7K$132.5K-$5.2K2026-11-04
Farther Finance Advisors, LLC
INCREASED2,4072,144+263+12%$87.7K$101.1K+$13.4K2026-10-08
Compass Financial Management LLC
DECREASED2,1722,515-343-14%$104.1K$91.2K-$12.9K2026-10-30
Lloyd Advisory Services, Llc.
DECREASED1,1651,430-265-19%$58.5K$48.9K-$9.6K2026-11-02
POM Investment Strategies, LLC
DECREASED8701,207-337-28%$49.4K$36.5K-$12.8K2026-10-20
Tounjian Advisory Partners, LLC
DECREASED7531,007-254-25%$41.2K$31.6K-$9.6K2026-11-04
Elevated Capital Advisors, LLC
DECREASED66061,179-60,519-99%$2.5M$27.7K-$2.5M2026-11-04
Networth Advisors, LLC
UNCHANGED13413400%$5.5K$5.6K+$1472026-11-03
CoreCap Advisors, LLC
NEW75—+75——$3.2K—2026-10-08
Assetmark, Inc
UNCHANGED676700%$2.7K$2.8K+$742026-10-21
Taylor Securities Services, Inc.
CLOSED010,150-10,150-100%$415.2K$0-$415.2K2026-10-20
Csenge Advisory Group
CLOSED08,631-8,631-100%$353.1K$0-$353.1K2026-11-04
RIA Advisory Group LLC
CLOSED05,500-5,500-100%$225.0K$0-$225.0K2026-10-15
AdvisorNet Financial, Inc
CLOSED03,070-3,070-100%$125.6K$0-$125.6K2026-10-15
Archer Investment Corp
CLOSED0140-140-100%$5.7K$0-$5.7K2026-11-05
Raymond James Financial Inc
N/A—508,418-508,418-100%$20.8M———
Envestnet Asset Management Inc
N/A—249,190-249,190-100%$10.2M———
Centaurus Financial, Inc.
N/A—216,813-216,813-100%$8.9M———
Advyzon Investment Management, LLC
N/A—207,260-207,260-100%$8.5M———
Osaic Holdings, Inc.
N/A—189,674-189,674-100%$7.8M———
Cetera Investment Advisers
N/A—184,697-184,697-100%$7.6M———
Allianz SE
N/A—167,279-167,279-100%$6.8M———
Forty-three Eighteen Advisors, LLC
N/A—117,113-117,113-100%$4.8M———
World Investment Advisors
N/A—88,691-88,691-100%$3.6M———
MML Investors Services, LLC
N/A—87,868-87,868-100%$3.6M———
Ausdal Financial Partners, Inc.
N/A—85,533-85,533-100%$3.5M———
Compass Advisory Group LLC
N/A—66,115-66,115-100%$2.7M———
Susquehanna International Group, LLP
N/A—39,556-39,556-100%$1.6M———
Secured Retirement Advisors, LLC
N/A—28,320-28,320-100%$1.2M———
Summit Financial, LLC
N/A—25,940-25,940-100%$1.1M———
AE Wealth Management LLC
N/A—25,537-25,537-100%$1.0M———
Westshore Wealth, LLC
N/A—14,508-14,508-100%$593.5K———
Old Mission Capital LLC
N/A—13,222-13,222-100%$540.9K———
GTS Financial, LLC
N/A—12,486-12,486-100%$462.1K———
FreeGulliver LLC
N/A—9,938-9,938-100%$406.6K———
Bcgm Wealth Management, LLC
N/A—9,715-9,715-100%$397.4K———
Panoramic Investment Advisors, LLC
N/A—7,500-7,500-100%$306.8K———
CreativeOne Wealth, LLC
N/A—6,773-6,773-100%$277.1K———
Private Advisor Group, LLC
N/A—6,600-6,600-100%$270.0K———
Main Street Financial Solutions, LLC
N/A—5,497-5,497-100%$224.9K———
Rothschild Wealth LLC
N/A—4,993-4,993-100%$204.3K———
Citadel Advisors LLC
N/A—4,892-4,892-100%$200.1K———
Global Retirement Partners, LLC
N/A—3,119-3,119-100%$127.6K———
BFC Planning, Inc.
N/A—2,559-2,559-100%$104.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,519-1,519-100%$62.1K———
Northwestern Mutual Wealth Management Co
N/A—157-157-100%$6.4K———
JPMorgan Chase & Co
N/A—99-99-100%$4.0K———
Wells Fargo & Company
N/A—00—$10———
Showing 87 of 87 institutions