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Allian US EQU 6 MON Bu10-Usd (SIXD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lloyd Advisory Services, Llc.
DECREASED
Shares601,352 from 623,128
Change-21,776 (-3%)
Value$18.9M (-$337.7K)
Filed 2026-11-02
Wellment Financial
INCREASED
Shares232,606 from 231,989
Change+617 (+0%)
Value$7.3M (+$148.1K)
Filed 2026-10-28
Elevated Capital Advisors, LLC
INCREASED
Shares218,722 from 105,606
Change+113,116 (+107%)
Value$6.9M (+$3.6M)
Filed 2026-11-04
FWG Investments, Llc.
INCREASED
Shares215,696 from 207,396
Change+8,300 (+4%)
Value$6.8M (+$375.6K)
Filed 2026-11-03
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares192,027 from 207,628
Change-15,601 (-8%)
Value$6.0M (-$374.5K)
Filed 2026-10-26
Howard Bailey Securities, LLC
DECREASED
Shares181,694 from 192,711
Change-11,017 (-6%)
Value$5.7M (-$238.9K)
Filed 2026-10-27
Smart Wealth LLC
DECREASED
Shares147,052 from 189,841
Change-42,789 (-23%)
Value$4.6M (-$1.2M)
Filed 2026-11-04
Integrated Wealth Management
DECREASED
Shares108,073 from 108,476
Change-403 (0%)
Value$3.4M (+$47.6K)
Filed 2026-10-19
Tounjian Advisory Partners, LLC
DECREASED
Shares82,175 from 87,315
Change-5,140 (-6%)
Value$2.6M (-$112.9K)
Filed 2026-11-04
Centennial Advisors, LLC
DECREASED
Shares75,956 from 82,075
Change-6,119 (-7%)
Value$2.4M (-$146.5K)
Filed 2026-10-21
Golden Reserve Retirement LLC
INCREASED
Shares70,304 from 65,339
Change+4,965 (+8%)
Value$2.2M (+$192.1K)
Filed 2026-11-02
Great Lakes Retirement, Inc.
DECREASED
Shares68,563 from 74,843
Change-6,280 (-8%)
Value$2.2M (-$155.6K)
Filed 2026-10-26
POM Investment Strategies, LLC
INCREASED
Shares66,850 from 63,582
Change+3,268 (+5%)
Value$2.1M (+$137.9K)
Filed 2026-10-20
Aegis Wealth Management, Inc.
NEW
Shares63,109
Change+63,109
Value$2.0M
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
INCREASED
Shares58,865 from 58,666
Change+199 (+0%)
Value$1.8M (+$38.8K)
Filed 2026-11-02
LifeWealth Investments, LLC
DECREASED
Shares56,043 from 78,906
Change-22,863 (-29%)
Value$1.8M (-$673.9K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares45,610 from 41,753
Change+3,857 (+9%)
Value$1.4M (+$144.3K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares38,776 from 36,083
Change+2,693 (+7%)
Value$1.2M (+$104.6K)
Filed 2026-11-06
Outlook Wealth Advisors, LLC
DECREASED
Shares33,627 from 33,766
Change-139 (0%)
Value$1.1M (+$14.4K)
Filed 2026-10-28
Kingdom Financial Group Llc.
DECREASED
Shares33,040 from 34,475
Change-1,435 (-4%)
Value$1.0M (-$25.9K)
Filed 2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares31,966 from 29,730
Change+2,236 (+8%)
Value$1.0M (+$86.7K)
Filed 2026-10-15
Networth Advisors, LLC
INCREASED
Shares31,610 from 31,486
Change+124 (+0%)
Value$992.2K (+$21.4K)
Filed 2026-11-03
Csenge Advisory Group
DECREASED
Shares27,547 from 29,693
Change-2,146 (-7%)
Value$864.7K (-$50.9K)
Filed 2026-11-04
Montgomery Financial Services LLC
DECREASED
Shares21,884 from 23,697
Change-1,813 (-8%)
Value$686.9K (-$43.8K)
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares16,546 from 20,760
Change-4,214 (-20%)
Value$519.4K (-$120.8K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares16,014 from 13,331
Change+2,683 (+20%)
Value$502.7K (+$91.6K)
Filed 2026-11-02
Mosley Wealth Management
INCREASED
Shares14,558 from 11,389
Change+3,169 (+28%)
Value$460.3K (+$109.1K)
Filed 2026-10-16
Blackston Financial Advisory Group, LLC
DECREASED
Shares12,081 from 12,263
Change-182 (-1%)
Value$379.2K (+$1.1K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares11,143 from 10,624
Change+519 (+5%)
Value$350.0K (+$22.0K)
Filed 2026-11-02
McAdam, LLC
INCREASED
Shares10,988 from 8,551
Change+2,437 (+29%)
Value$344.9K (+$81.2K)
Filed 2026-10-21
Decker Retirement Planning Inc.
INCREASED
Shares6,964 from 5,813
Change+1,151 (+20%)
Value$218.6K (+$39.4K)
Filed 2026-10-19
World Equity Group, Inc.
DECREASED
Shares6,566 from 20,516
Change-13,950 (-68%)
Value$206.1K (-$426.5K)
Filed 2026-10-14
Key Capital Management, Inc
INCREASED
Shares3,783 from 3,036
Change+747 (+25%)
Value$118.7K (+$25.1K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares1,913 from 1,862
Change+51 (+3%)
Value$60.0K (+$2.6K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
NEW
Shares1,522
Change+1,522
Value$47.8K
Filed 2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$31.0K (+$548)
Filed 2026-10-28
CoreCap Advisors, LLC
DECREASED
Shares532 from 780
Change-248 (-32%)
Value$16.7K (-$7.4K)
Filed 2026-10-08
Compass Financial Management LLC
DECREASED
Shares488 from 1,085
Change-597 (-55%)
Value$15.3K (-$18.8K)
Filed 2026-10-30
Evolution Wealth Management Inc.
INCREASED
Shares189 from 165
Change+24 (+15%)
Value$5.9K (+$845)
Filed 2026-10-28
Lido Advisors, LLC
CLOSED
Shares0 from 716,286
Change-716,286 (-100%)
Value$0 (-$22.1M)
Filed 2026-11-04
AE Wealth Management LLC
N/A
Shares— from 4,998,493
Change-4,998,493 (-100%)
Value—
Allianz SE
N/A
Shares— from 315,068
Change-315,068 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 196,616
Change-196,616 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 195,876
Change-195,876 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 187,992
Change-187,992 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 142,694
Change-142,694 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 111,640
Change-111,640 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 77,438
Change-77,438 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 33,522
Change-33,522 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 32,991
Change-32,991 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 21,520
Change-21,520 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 21,118
Change-21,118 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 15,850
Change-15,850 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 9,904
Change-9,904 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,945
Change-4,945 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 471
Change-471 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 205
Change-205 (-100%)
Value—
Status
Lloyd Advisory Services, Llc.
DECREASED601,352623,128-21,776-3%$19.2M$18.9M-$337.7K2026-11-02
Wellment Financial
INCREASED232,606231,989+617+0%$7.2M$7.3M+$148.1K2026-10-28
Elevated Capital Advisors, LLC
INCREASED218,722105,606+113,116+107%$3.3M$6.9M+$3.6M2026-11-04
FWG Investments, Llc.
INCREASED215,696207,396+8,300+4%$6.4M$6.8M+$375.6K2026-11-03
B.O.S.S. Retirement Advisors, LLC
DECREASED192,027207,628-15,601-8%$6.4M$6.0M-$374.5K2026-10-26
Howard Bailey Securities, LLC
DECREASED181,694192,711-11,017-6%$5.9M$5.7M-$238.9K2026-10-27
Smart Wealth LLC
DECREASED147,052189,841-42,789-23%$5.9M$4.6M-$1.2M2026-11-04
Integrated Wealth Management
DECREASED108,073108,476-4030%$3.3M$3.4M+$47.6K2026-10-19
Tounjian Advisory Partners, LLC
DECREASED82,17587,315-5,140-6%$2.7M$2.6M-$112.9K2026-11-04
Centennial Advisors, LLC
DECREASED75,95682,075-6,119-7%$2.5M$2.4M-$146.5K2026-10-21
Golden Reserve Retirement LLC
INCREASED70,30465,339+4,965+8%$2.0M$2.2M+$192.1K2026-11-02
Great Lakes Retirement, Inc.
DECREASED68,56374,843-6,280-8%$2.3M$2.2M-$155.6K2026-10-26
POM Investment Strategies, LLC
INCREASED66,85063,582+3,268+5%$2.0M$2.1M+$137.9K2026-10-20
Aegis Wealth Management, Inc.
NEW63,109—+63,109——$2.0M—2026-10-26
Quest 10 Wealth Builders, Inc.
INCREASED58,86558,666+199+0%$1.8M$1.8M+$38.8K2026-11-02
LifeWealth Investments, LLC
DECREASED56,04378,906-22,863-29%$2.4M$1.8M-$673.9K2026-10-21
Commonwealth Equity Services, LLC
INCREASED45,61041,753+3,857+9%$1.3M$1.4M+$144.3K2026-11-02
LPL Financial LLC
INCREASED38,77636,083+2,693+7%$1.1M$1.2M+$104.6K2026-11-06
Outlook Wealth Advisors, LLC
DECREASED33,62733,766-1390%$1.0M$1.1M+$14.4K2026-10-28
Kingdom Financial Group Llc.
DECREASED33,04034,475-1,435-4%$1.1M$1.0M-$25.9K2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
INCREASED31,96629,730+2,236+8%$916.7K$1.0M+$86.7K2026-10-15
Networth Advisors, LLC
INCREASED31,61031,486+124+0%$970.9K$992.2K+$21.4K2026-11-03
Csenge Advisory Group
DECREASED27,54729,693-2,146-7%$915.6K$864.7K-$50.9K2026-11-04
Montgomery Financial Services LLC
DECREASED21,88423,697-1,813-8%$730.7K$686.9K-$43.8K2026-11-03
Patriot Financial Group Insurance Agency, LLC
DECREASED16,54620,760-4,214-20%$640.1K$519.4K-$120.8K2026-10-14
Kestra Advisory Services, LLC
INCREASED16,01413,331+2,683+20%$411.1K$502.7K+$91.6K2026-11-02
Mosley Wealth Management
INCREASED14,55811,389+3,169+28%$351.2K$460.3K+$109.1K2026-10-16
Blackston Financial Advisory Group, LLC
DECREASED12,08112,263-182-1%$378.1K$379.2K+$1.1K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED11,14310,624+519+5%$328.0K$350.0K+$22.0K2026-11-02
McAdam, LLC
INCREASED10,9888,551+2,437+29%$263.7K$344.9K+$81.2K2026-10-21
Decker Retirement Planning Inc.
INCREASED6,9645,813+1,151+20%$179.2K$218.6K+$39.4K2026-10-19
World Equity Group, Inc.
DECREASED6,56620,516-13,950-68%$632.6K$206.1K-$426.5K2026-10-14
Key Capital Management, Inc
INCREASED3,7833,036+747+25%$93.6K$118.7K+$25.1K2026-11-03
IFP Advisors, Inc
INCREASED1,9131,862+51+3%$57.4K$60.0K+$2.6K2026-10-16
EverSource Wealth Advisors, LLC
NEW1,522—+1,522——$47.8K—2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED98698600%$30.4K$31.0K+$5482026-10-28
CoreCap Advisors, LLC
DECREASED532780-248-32%$24.1K$16.7K-$7.4K2026-10-08
Compass Financial Management LLC
DECREASED4881,085-597-55%$34.1K$15.3K-$18.8K2026-10-30
Evolution Wealth Management Inc.
INCREASED189165+24+15%$5.1K$5.9K+$8452026-10-28
Lido Advisors, LLC
CLOSED0716,286-716,286-100%$22.1M$0-$22.1M2026-11-04
AE Wealth Management LLC
N/A—4,998,493-4,998,493-100%$154.1M———
Allianz SE
N/A—315,068-315,068-100%$9.7M———
MML Investors Services, LLC
N/A—196,616-196,616-100%$6.1M———
Raymond James Financial Inc
N/A—195,876-195,876-100%$6.0M———
Authentikos Wealth Advisory, LLC
N/A—187,992-187,992-100%$5.8M———
Osaic Holdings, Inc.
N/A—142,694-142,694-100%$4.4M———
Richmond Brothers, Inc.
N/A—111,640-111,640-100%$3.4M———
FSA Advisors, Inc.
N/A—77,438-77,438-100%$2.4M———
Cetera Investment Advisers
N/A—33,522-33,522-100%$1.0M———
Snowden Capital Advisors LLC
N/A—32,991-32,991-100%$1.0M———
Goldman Sachs Group Inc
N/A—21,520-21,520-100%$663.6K———
Jane Street Group, LLC
N/A—21,118-21,118-100%$651.2K———
Old Mission Capital LLC
N/A—15,850-15,850-100%$488.7K———
IFG Advisory, LLC
N/A—9,904-9,904-100%$305.4K———
Harbour Investments, Inc.
N/A—4,945-4,945-100%$152.5K———
Northwestern Mutual Wealth Management Co
N/A—471-471-100%$14.5K———
Royal Bank of Canada
N/A—205-205-100%$6.0K———
Showing 57 of 57 institutions