IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Allianzim US 6M Fl5 Apr-Oct (FLAO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Southland Equity Partners LLC
UNCHANGED
Shares79,145 from 79,145
Change0 (0%)
Value$2.3M (+$37.2K)
Filed 2026-10-14
Independent Financial Group, LLC
NEW
Shares7,005
Change+7,005
Value$201.3K
Filed 2026-10-13
Lloyd Advisory Services, Llc.
DECREASED
Shares844 from 870
Change-26 (-3%)
Value$24.3K (-$339)
Filed 2026-11-02
IFP Advisors, Inc
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$19.1K (+$313)
Filed 2026-10-16
Compass Financial Management LLC
DECREASED
Shares544 from 660
Change-116 (-18%)
Value$15.6K (-$3.2K)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.1K (+$18)
Filed 2026-11-04
Allianz SE
N/A
Shares— from 97,280
Change-97,280 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 18,822
Change-18,822 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,686
Change-11,686 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,686
Change-11,686 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 10,397
Change-10,397 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,664
Change-7,664 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,051
Change-5,051 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
UBS Group AG
N/A
Shares— from 239
Change-239 (-100%)
Value—
Status
Southland Equity Partners LLC
UNCHANGED79,14579,14500%$2.2M$2.3M+$37.2K2026-10-14
Independent Financial Group, LLC
NEW7,005—+7,005——$201.3K—2026-10-13
Lloyd Advisory Services, Llc.
DECREASED844870-26-3%$24.6K$24.3K-$3392026-11-02
IFP Advisors, Inc
UNCHANGED66566500%$18.8K$19.1K+$3132026-10-16
Compass Financial Management LLC
DECREASED544660-116-18%$18.8K$15.6K-$3.2K2026-10-30
Tounjian Advisory Partners, LLC
UNCHANGED383800%$1.1K$1.1K+$182026-11-04
Allianz SE
N/A—97,280-97,280-100%$2.7M———
Susquehanna International Group, LLP
N/A—18,822-18,822-100%$532.0K———
MML Investors Services, LLC
N/A—11,686-11,686-100%$330.3K———
Envestnet Asset Management Inc
N/A—11,686-11,686-100%$330.3K———
Osaic Holdings, Inc.
N/A—10,397-10,397-100%$293.9K———
Cetera Investment Advisers
N/A—7,664-7,664-100%$216.6K———
Harbour Investments, Inc.
N/A—5,051-5,051-100%$142.8K———
AE Wealth Management LLC
N/A—1,825-1,825-100%$51.6K———
UBS Group AG
N/A—239-239-100%$6.8K———
Showing 15 of 15 institutions