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Allianzim US Bf15 Uncap JAN (JANU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Sterling Manor Financial, LLC
NEW
Shares510,742
Change+510,742
Value$15.6M
Filed 2026-10-21
Discipline Wealth Solutions, LLC
INCREASED
Shares228,354 from 220,084
Change+8,270 (+4%)
Value$7.0M (+$323.7K)
Filed 2026-10-14
RFG Advisory, LLC
INCREASED
Shares218,417 from 213,359
Change+5,058 (+2%)
Value$6.7M (+$223.6K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares148,081 from 142,663
Change+5,418 (+4%)
Value$4.5M (+$211.5K)
Filed 2026-11-02
USA Financial Formulas
NEW
Shares83,942
Change+83,942
Value$2.6M
Filed 2026-10-16
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares53,034 from 53,034
Change0 (0%)
Value$1.6M (+$17.3K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares42,190 from 40,158
Change+2,032 (+5%)
Value$1.3M (+$75.0K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares32,509 from 36,601
Change-4,092 (-11%)
Value$990.1K (-$112.7K)
Filed 2026-11-02
Savant Capital, LLC
DECREASED
Shares22,216 from 22,225
Change-9 (0%)
Value$676.6K (+$7.0K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares21,285 from 9,362
Change+11,923 (+127%)
Value$648.3K (+$366.2K)
Filed 2026-10-08
Transcendent Capital Group LLC
DECREASED
Shares8,815 from 12,860
Change-4,045 (-31%)
Value$268.5K (-$119.0K)
Filed 2026-10-28
Grantvest Financial Group LLC
UNCHANGED
Shares8,447 from 8,447
Change0 (0%)
Value$257.3K (+$2.8K)
Filed 2026-10-21
NBZ Investment Advisors LLC
UNCHANGED
Shares8,415 from 8,415
Change0 (0%)
Value$256.3K (+$2.7K)
Filed 2026-10-30
Creative Planning
UNCHANGED
Shares8,029 from 8,029
Change0 (0%)
Value$244.5K (+$2.6K)
Filed 2026-11-02
Visionary Wealth Advisors
UNCHANGED
Shares7,864 from 7,864
Change0 (0%)
Value$239.5K (+$2.6K)
Filed 2026-11-04
Southland Equity Partners LLC
DECREASED
Shares7,211 from 7,885
Change-674 (-9%)
Value$219.6K (-$18.0K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares725 from 625
Change+100 (+16%)
Value$22.1K (+$3.3K)
Filed 2026-10-16
Harbour Investments, Inc.
CLOSED
Shares0 from 5,849
Change-5,849 (-100%)
Value$0 (-$176.2K)
Filed 2026-11-09
Allianz SE
N/A
Shares— from 503,347
Change-503,347 (-100%)
Value—
Stephens Inc
N/A
Shares— from 200,115
Change-200,115 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 118,730
Change-118,730 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 78,383
Change-78,383 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 75,132
Change-75,132 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 26,829
Change-26,829 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 24,335
Change-24,335 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 12,602
Change-12,602 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 12,083
Change-12,083 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 9,220
Change-9,220 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,625
Change-6,625 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,642
Change-4,642 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Status
Sterling Manor Financial, LLC
NEW510,742—+510,742——$15.6M—2026-10-21
Discipline Wealth Solutions, LLC
INCREASED228,354220,084+8,270+4%$6.6M$7.0M+$323.7K2026-10-14
RFG Advisory, LLC
INCREASED218,417213,359+5,058+2%$6.4M$6.7M+$223.6K2026-11-03
Kestra Advisory Services, LLC
INCREASED148,081142,663+5,418+4%$4.3M$4.5M+$211.5K2026-11-02
USA Financial Formulas
NEW83,942—+83,942——$2.6M—2026-10-16
ARS Wealth Advisors Group, LLC
UNCHANGED53,03453,03400%$1.6M$1.6M+$17.3K2026-10-16
Creative Financial Designs Inc
INCREASED42,19040,158+2,032+5%$1.2M$1.3M+$75.0K2026-11-04
Commonwealth Equity Services, LLC
DECREASED32,50936,601-4,092-11%$1.1M$990.1K-$112.7K2026-11-02
Savant Capital, LLC
DECREASED22,21622,225-90%$669.6K$676.6K+$7.0K2026-11-06
Farther Finance Advisors, LLC
INCREASED21,2859,362+11,923+127%$282.1K$648.3K+$366.2K2026-10-08
Transcendent Capital Group LLC
DECREASED8,81512,860-4,045-31%$387.5K$268.5K-$119.0K2026-10-28
Grantvest Financial Group LLC
UNCHANGED8,4478,44700%$254.5K$257.3K+$2.8K2026-10-21
NBZ Investment Advisors LLC
UNCHANGED8,4158,41500%$253.5K$256.3K+$2.7K2026-10-30
Creative Planning
UNCHANGED8,0298,02900%$241.9K$244.5K+$2.6K2026-11-02
Visionary Wealth Advisors
UNCHANGED7,8647,86400%$236.9K$239.5K+$2.6K2026-11-04
Southland Equity Partners LLC
DECREASED7,2117,885-674-9%$237.6K$219.6K-$18.0K2026-10-14
IFP Advisors, Inc
INCREASED725625+100+16%$18.8K$22.1K+$3.3K2026-10-16
Harbour Investments, Inc.
CLOSED05,849-5,849-100%$176.2K$0-$176.2K2026-11-09
Allianz SE
N/A—503,347-503,347-100%$15.2M———
Stephens Inc
N/A—200,115-200,115-100%$6.0M———
Envestnet Asset Management Inc
N/A—118,730-118,730-100%$3.6M———
USA Financial Formulas
N/A—78,383-78,383-100%$2.4M———
Susquehanna International Group, LLP
N/A—75,132-75,132-100%$2.3M———
Cetera Investment Advisers
N/A—26,829-26,829-100%$808.4K———
Arax Advisory Partners
N/A—24,335-24,335-100%$733.2K———
MML Investors Services, LLC
N/A—12,602-12,602-100%$379.7K———
Raymond James Financial Inc
N/A—12,083-12,083-100%$364.1K———
Stratos Wealth Advisors, LLC
N/A—9,220-9,220-100%$277.8K———
Centaurus Financial, Inc.
N/A—6,625-6,625-100%$200.0K———
Osaic Holdings, Inc.
N/A—4,642-4,642-100%$139.9K———
JPMorgan Chase & Co
N/A—2,940-2,940-100%$87.8K———
Steward Partners Investment Advisory, LLC
N/A—267-267-100%$8.0K———
Showing 32 of 32 institutions