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Allianzim US Bf15 Uncap JUL (JULU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
RFG Advisory, LLC
INCREASED
Shares205,144 from 200,658
Change+4,486 (+2%)
Value$6.6M (+$208.0K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares111,789 from 168,920
Change-57,131 (-34%)
Value$3.6M (-$1.8M)
Filed 2026-11-02
USA Financial Formulas
NEW
Shares79,187
Change+79,187
Value$2.6M
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares22,920 from 19,068
Change+3,852 (+20%)
Value$742.6K (+$130.8K)
Filed 2026-11-02
Park Avenue Securities LLC
UNCHANGED
Shares18,070 from 18,070
Change0 (0%)
Value$585.0K (+$5.0K)
Filed 2026-10-26
Grantvest Financial Group LLC
INCREASED
Shares16,177 from 13,860
Change+2,317 (+17%)
Value$524.1K (+$79.4K)
Filed 2026-10-21
NBZ Investment Advisors LLC
DECREASED
Shares13,488 from 20,303
Change-6,815 (-34%)
Value$437.0K (-$214.5K)
Filed 2026-10-30
Transcendent Capital Group LLC
DECREASED
Shares9,597 from 13,437
Change-3,840 (-29%)
Value$310.9K (-$120.2K)
Filed 2026-10-28
Range Financial Group LLC
UNCHANGED
Shares9,595 from 9,595
Change0 (0%)
Value$310.9K (+$3.0K)
Filed 2026-10-21
Southland Equity Partners LLC
UNCHANGED
Shares8,697 from 8,697
Change0 (0%)
Value$281.8K (+$2.7K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares6,145 from 6,130
Change+15 (+0%)
Value$199.1K (+$2.4K)
Filed 2026-10-16
IFG Advisory, LLC
DECREASED
Shares3,212 from 3,488
Change-276 (-8%)
Value$104.1K (-$7.9K)
Filed 2026-11-09
Harbour Investments, Inc.
INCREASED
Shares2,441 from 670
Change+1,771 (+264%)
Value$79.1K (+$57.6K)
Filed 2026-11-09
Mosley Wealth Management
DECREASED
Shares1,686 from 1,862
Change-176 (-9%)
Value$55.0K (-$4.7K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
DECREASED
Shares1,364 from 10,646
Change-9,282 (-87%)
Value$44.2K (-$297.4K)
Filed 2026-11-04
Creative Financial Designs Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$32.4K (+$312)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares943 from 945
Change-2 (0%)
Value$30.6K (+$230)
Filed 2026-10-08
POM Investment Strategies, LLC
DECREASED
Shares223 from 281
Change-58 (-21%)
Value$7.2K (-$1.8K)
Filed 2026-10-20
Tounjian Advisory Partners, LLC
DECREASED
Shares70 from 107
Change-37 (-35%)
Value$2.3K (-$1.2K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$2.1K (+$20)
Filed 2026-11-02
Geneos Wealth Management Inc.
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$1.9K (+$19)
Filed 2026-11-09
Compass Financial Management LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$518 (-$6)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$421 (+$4)
Filed 2026-10-21
Foundations Investment Advisors, LLC
N/A
Shares— from 692,163
Change-692,163 (-100%)
Value—
Allianz SE
N/A
Shares— from 437,176
Change-437,176 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 263,333
Change-263,333 (-100%)
Value—
Stephens Inc
N/A
Shares— from 112,869
Change-112,869 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 74,638
Change-74,638 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 52,303
Change-52,303 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 21,991
Change-21,991 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 18,956
Change-18,956 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 17,311
Change-17,311 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 16,074
Change-16,074 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,051
Change-16,051 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,856
Change-14,856 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 11,481
Change-11,481 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,454
Change-8,454 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,111
Change-4,111 (-100%)
Value—
UBS Group AG
N/A
Shares— from 251
Change-251 (-100%)
Value—
Status
RFG Advisory, LLC
INCREASED205,144200,658+4,486+2%$6.4M$6.6M+$208.0K2026-11-03
Commonwealth Equity Services, LLC
DECREASED111,789168,920-57,131-34%$5.4M$3.6M-$1.8M2026-11-02
USA Financial Formulas
NEW79,187—+79,187——$2.6M—2026-10-16
Kestra Advisory Services, LLC
INCREASED22,92019,068+3,852+20%$611.8K$742.6K+$130.8K2026-11-02
Park Avenue Securities LLC
UNCHANGED18,07018,07000%$580.0K$585.0K+$5.0K2026-10-26
Grantvest Financial Group LLC
INCREASED16,17713,860+2,317+17%$444.7K$524.1K+$79.4K2026-10-21
NBZ Investment Advisors LLC
DECREASED13,48820,303-6,815-34%$651.5K$437.0K-$214.5K2026-10-30
Transcendent Capital Group LLC
DECREASED9,59713,437-3,840-29%$431.2K$310.9K-$120.2K2026-10-28
Range Financial Group LLC
UNCHANGED9,5959,59500%$307.9K$310.9K+$3.0K2026-10-21
Southland Equity Partners LLC
UNCHANGED8,6978,69700%$279.1K$281.8K+$2.7K2026-10-14
IFP Advisors, Inc
INCREASED6,1456,130+15+0%$196.7K$199.1K+$2.4K2026-10-16
IFG Advisory, LLC
DECREASED3,2123,488-276-8%$111.9K$104.1K-$7.9K2026-11-09
Harbour Investments, Inc.
INCREASED2,441670+1,771+264%$21.5K$79.1K+$57.6K2026-11-09
Mosley Wealth Management
DECREASED1,6861,862-176-9%$59.7K$55.0K-$4.7K2026-10-16
Elevated Capital Advisors, LLC
DECREASED1,36410,646-9,282-87%$341.6K$44.2K-$297.4K2026-11-04
Creative Financial Designs Inc
UNCHANGED1,0001,00000%$32.1K$32.4K+$3122026-11-04
Farther Finance Advisors, LLC
DECREASED943945-20%$30.3K$30.6K+$2302026-10-08
POM Investment Strategies, LLC
DECREASED223281-58-21%$9.0K$7.2K-$1.8K2026-10-20
Tounjian Advisory Partners, LLC
DECREASED70107-37-35%$3.4K$2.3K-$1.2K2026-11-04
Lloyd Advisory Services, Llc.
UNCHANGED646400%$2.1K$2.1K+$202026-11-02
Geneos Wealth Management Inc.
UNCHANGED595900%$1.9K$1.9K+$192026-11-09
Compass Financial Management LLC
UNCHANGED161600%$524$518-$62026-10-30
Assetmark, Inc
UNCHANGED131300%$417$421+$42026-10-21
Foundations Investment Advisors, LLC
N/A—692,163-692,163-100%$22.2M———
Allianz SE
N/A—437,176-437,176-100%$14.0M———
Sanctuary Advisors, LLC
N/A—263,333-263,333-100%$8.4M———
Stephens Inc
N/A—112,869-112,869-100%$3.6M———
USA Financial Formulas
N/A—74,638-74,638-100%$2.4M———
Osaic Holdings, Inc.
N/A—52,303-52,303-100%$1.7M———
Envestnet Asset Management Inc
N/A—21,991-21,991-100%$705.6K———
AE Wealth Management LLC
N/A—18,956-18,956-100%$608.3K———
Arax Advisory Partners
N/A—17,311-17,311-100%$555.5K———
World Investment Advisors
N/A—16,074-16,074-100%$515.8K———
Susquehanna International Group, LLP
N/A—16,051-16,051-100%$515.0K———
Cetera Investment Advisers
N/A—14,856-14,856-100%$476.7K———
Raymond James Financial Inc
N/A—11,481-11,481-100%$368.4K———
HRT Financial LP
N/A—8,454-8,454-100%$271.0K———
Centaurus Financial, Inc.
N/A—4,111-4,111-100%$132.0K———
UBS Group AG
N/A—251-251-100%$8.1K———
Showing 39 of 39 institutions