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Allianzim US Bf15 Uncap APR (ARLU)

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
DECREASED
Shares222,124 from 289,739
Change-67,615 (-23%)
Value$7.2M (-$2.1M)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares202,848 from 197,978
Change+4,870 (+2%)
Value$6.6M (+$242.4K)
Filed 2026-11-03
ARS Wealth Advisors Group, LLC
DECREASED
Shares134,445 from 134,753
Change-308 (0%)
Value$4.4M (+$47.8K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares86,432 from 85,672
Change+760 (+1%)
Value$2.8M (+$61.3K)
Filed 2026-11-02
USA Financial Formulas
NEW
Shares79,075
Change+79,075
Value$2.6M
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares16,280 from 17,080
Change-800 (-5%)
Value$526.8K (-$18.6K)
Filed 2026-10-13
First Heartland Consultants, Inc.
DECREASED
Shares13,259 from 13,867
Change-608 (-4%)
Value$429.0K (-$13.7K)
Filed 2026-10-08
Silver OAK Securities, Incorporated
DECREASED
Shares12,090 from 12,390
Change-300 (-2%)
Value$378.0K (-$17.6K)
Filed 2026-11-09
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares9,566 from 9,566
Change0 (0%)
Value$309.5K (+$4.1K)
Filed 2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
UNCHANGED
Shares8,140 from 8,140
Change0 (0%)
Value$263.4K (+$3.5K)
Filed 2026-10-15
Creative Financial Designs Inc
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$95.5K (+$1.3K)
Filed 2026-11-04
Farther Finance Advisors, LLC
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$16.8K (+$222)
Filed 2026-10-08
Country Trust Bank
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$4.0K (+$54)
Filed 2026-10-30
Harbour Investments, Inc.
CLOSED
Shares0 from 7,482
Change-7,482 (-100%)
Value$0 (-$238.9K)
Filed 2026-11-09
Allianz SE
N/A
Shares— from 450,474
Change-450,474 (-100%)
Value—
Stephens Inc
N/A
Shares— from 98,156
Change-98,156 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 73,827
Change-73,827 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 33,524
Change-33,524 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 23,549
Change-23,549 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 20,128
Change-20,128 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 19,337
Change-19,337 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 18,050
Change-18,050 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,016
Change-15,016 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 11,318
Change-11,318 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,668
Change-9,668 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED222,124289,739-67,615-23%$9.3M$7.2M-$2.1M2026-11-02
RFG Advisory, LLC
INCREASED202,848197,978+4,870+2%$6.3M$6.6M+$242.4K2026-11-03
ARS Wealth Advisors Group, LLC
DECREASED134,445134,753-3080%$4.3M$4.4M+$47.8K2026-10-16
Kestra Advisory Services, LLC
INCREASED86,43285,672+760+1%$2.7M$2.8M+$61.3K2026-11-02
USA Financial Formulas
NEW79,075—+79,075——$2.6M—2026-10-16
Independent Financial Group, LLC
DECREASED16,28017,080-800-5%$545.3K$526.8K-$18.6K2026-10-13
First Heartland Consultants, Inc.
DECREASED13,25913,867-608-4%$442.8K$429.0K-$13.7K2026-10-08
Silver OAK Securities, Incorporated
DECREASED12,09012,390-300-2%$395.6K$378.0K-$17.6K2026-11-09
Patriot Financial Group Insurance Agency, LLC
UNCHANGED9,5669,56600%$305.4K$309.5K+$4.1K2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
UNCHANGED8,1408,14000%$259.9K$263.4K+$3.5K2026-10-15
Creative Financial Designs Inc
UNCHANGED2,9502,95000%$94.2K$95.5K+$1.3K2026-11-04
Farther Finance Advisors, LLC
UNCHANGED51951900%$16.6K$16.8K+$2222026-10-08
Country Trust Bank
UNCHANGED12512500%$4.0K$4.0K+$542026-10-30
Harbour Investments, Inc.
CLOSED07,482-7,482-100%$238.9K$0-$238.9K2026-11-09
Allianz SE
N/A—450,474-450,474-100%$14.4M———
Stephens Inc
N/A—98,156-98,156-100%$3.1M———
USA Financial Formulas
N/A—73,827-73,827-100%$2.4M———
Susquehanna International Group, LLP
N/A—33,524-33,524-100%$1.1M———
MML Investors Services, LLC
N/A—23,549-23,549-100%$751.9K———
Arax Advisory Partners
N/A—20,128-20,128-100%$642.7K———
Foundations Investment Advisors, LLC
N/A—19,337-19,337-100%$617.4K———
Envestnet Asset Management Inc
N/A—18,050-18,050-100%$576.3K———
Cetera Investment Advisers
N/A—15,016-15,016-100%$479.4K———
Raymond James Financial Inc
N/A—11,318-11,318-100%$361.4K———
JPMorgan Chase & Co
N/A—9,668-9,668-100%$306.3K———
Osaic Holdings, Inc.
N/A—4,250-4,250-100%$135.7K———
Showing 26 of 26 institutions