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Allian US EQU 6 MON Bu10-Usd (SIXD)

CUSIP: 00888H646 | NYSE | 77 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Lloyd Advisory Services, Llc.601,352
7.2% of portfolio›$18.9M
Wellment Financial232,606
7.9% of portfolio›$7.3M
Elevated Capital Advisors, LLC218,722
2.3% of portfolio›$6.9M
FWG Investments, Llc.215,696
3.3% of portfolio›$6.8M
B.O.S.S. Retirement Advisors, LLC192,027
1.7% of portfolio›$6.0M
Howard Bailey Securities, LLC181,694
2.2% of portfolio›$5.7M
Smart Wealth LLC147,052
0.9% of portfolio›$4.6M
Integrated Wealth Management108,073
3.3% of portfolio›$3.4M
Tounjian Advisory Partners, LLC82,175
1.1% of portfolio›$2.6M
Centennial Advisors, LLC75,956
2.8% of portfolio›$2.4M
Golden Reserve Retirement LLC70,304
0.3% of portfolio›$2.2M
Great Lakes Retirement, Inc.68,563
0.2% of portfolio›$2.2M
POM Investment Strategies, LLC66,850
1.7% of portfolio›$2.1M
Aegis Wealth Management, Inc.63,109
1.2% of portfolio›$2.0M
Quest 10 Wealth Builders, Inc.58,865
1.4% of portfolio›$1.8M
LifeWealth Investments, LLC56,043
0.5% of portfolio›$1.8M
Commonwealth Equity Services, LLC45,610
0.0% of portfolio›$1.4M
Outlook Wealth Advisors, LLC33,627
0.2% of portfolio›$1.1M
Kingdom Financial Group Llc.33,040
0.3% of portfolio›$1.0M
Comprehensive Financial Consultants Institutional, Inc.31,966
0.3% of portfolio›$1.0M
Networth Advisors, LLC31,610
0.6% of portfolio›$992.2K
Csenge Advisory Group27,547
0.0% of portfolio›$864.7K
Montgomery Financial Services LLC21,884
0.6% of portfolio›$686.9K
Patriot Financial Group Insurance Agency, LLC16,546
0.0% of portfolio›$519.4K
Kestra Advisory Services, LLC16,014
0.0% of portfolio›$502.7K
Mosley Wealth Management14,558
0.1% of portfolio›$460.3K
Blackston Financial Advisory Group, LLC12,081
0.2% of portfolio›$379.2K
Cambridge Investment Research Advisors, Inc.11,143
0.0% of portfolio›$350.0K
McAdam, LLC10,988
0.0% of portfolio›$344.9K
Decker Retirement Planning Inc.6,964
0.1% of portfolio›$218.6K
World Equity Group, Inc.6,566
0.1% of portfolio›$206.1K
Key Capital Management, Inc3,783
0.0% of portfolio›$118.7K
IFP Advisors, Inc1,913
0.0% of portfolio›$60.0K
EverSource Wealth Advisors, LLC1,522
0.0% of portfolio›$47.8K
Financial Network Wealth Advisors LLC986
0.0% of portfolio›$31.0K
CoreCap Advisors, LLC532
0.0% of portfolio›$16.7K
Compass Financial Management LLC488
0.0% of portfolio›$15.3K
Evolution Wealth Management Inc.189
0.0% of portfolio›$5.9K
StyleTurnoverLocationFiled
Lloyd Advisory Services, Llc.
601,352$18.9M7.2%ETFVery HighSuwanee, GA2026-11-02
Wellment Financial
232,606$7.3M7.9%ETFHighElmhurst, IL2026-10-28
Elevated Capital Advisors, LLC
218,722$6.9M2.3%ETFMediumSandy, UT2026-11-04
FWG Investments, Llc.
215,696$6.8M3.3%ETFMediumLexington, KY2026-11-03
B.O.S.S. Retirement Advisors, LLC
192,027$6.0M1.7%ETFMediumLehi, UT2026-10-26
Howard Bailey Securities, LLC
181,694$5.7M2.2%ETFMediumFort Wayne, IN2026-10-27
Smart Wealth LLC
147,052$4.6M0.9%ETFHighOmaha, NE2026-11-04
Integrated Wealth Management
108,073$3.4M3.3%ETFHighUniontown, OH2026-10-19
Tounjian Advisory Partners, LLC
82,175$2.6M1.1%GrowthHighFort Myers, FL2026-11-04
Centennial Advisors, LLC
75,956$2.4M2.8%ETFHighAustin, TX2026-10-21
Golden Reserve Retirement LLC
70,304$2.2M0.3%ETFVery LowDublin, OH2026-11-02
Great Lakes Retirement, Inc.
68,563$2.2M0.2%GrowthLowSandusky, OH2026-10-26
POM Investment Strategies, LLC
66,850$2.1M1.7%ETFVery HighRaleigh, NC2026-10-20
Aegis Wealth Management, Inc.
63,109$2.0M1.2%ETFMediumGuthrie Center, IA2026-10-26
Quest 10 Wealth Builders, Inc.
58,865$1.8M1.4%ETFLowFuquay-Varina, VA2026-11-02
LifeWealth Investments, LLC
56,043$1.8M0.5%ETFMediumWinter Garden, FL2026-10-21
Commonwealth Equity Services, LLC
45,610$1.4M0.0%ETFLowWaltham, MA2026-11-02
Outlook Wealth Advisors, LLC
33,627$1.1M0.2%ETFMediumShenandoah, TX2026-10-28
Kingdom Financial Group Llc.
33,040$1.0M0.3%ETFMediumPeoria, AZ2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
31,966$1.0M0.3%CoreMediumBloomington, IN2026-10-15
Networth Advisors, LLC
31,610$992.2K0.6%ETFMediumCanonsburg, PA2026-11-03
Csenge Advisory Group
27,547$864.7K0.0%ETFMediumClearwater, FL2026-11-04
Montgomery Financial Services LLC
21,884$686.9K0.6%ETFN/AOcean City, MD2026-11-03
Patriot Financial Group Insurance Agency, LLC
16,546$519.4K0.0%GrowthLowWalpole, MA2026-10-14
Kestra Advisory Services, LLC
16,014$502.7K0.0%CoreLowAustin, TX2026-11-02
Mosley Wealth Management
14,558$460.3K0.1%ETFHighAnaheim, CA2026-10-16
Blackston Financial Advisory Group, LLC
12,081$379.2K0.2%ETFLowThe Villages, FL2026-11-04
Cambridge Investment Research Advisors, Inc.
11,143$350.0K0.0%ETFLowFairfield, IA2026-11-02
McAdam, LLC
10,988$344.9K0.0%ETFLowPhiladelphia, PA2026-10-21
Decker Retirement Planning Inc.
6,964$218.6K0.1%Agg GrowthVery HighLevi, UT2026-10-19
World Equity Group, Inc.
6,566$206.1K0.1%GrowthMediumSchaumburg, IL2026-10-14
Key Capital Management, Inc
3,783$118.7K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
IFP Advisors, Inc
1,913$60.0K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
1,522$47.8K0.0%CoreMediumBirmingham, AL2026-11-04
Financial Network Wealth Advisors LLC
986$31.0K0.0%ETFLowMurray, UT2026-10-28
CoreCap Advisors, LLC
532$16.7K0.0%ETFMediumSouthfield, MI2026-10-08
Compass Financial Management LLC
488$15.3K0.0%CoreN/ATampa, FL2026-10-30
Evolution Wealth Management Inc.
189$5.9K0.0%ETFMediumFort Myers, FL2026-10-28