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Allian US EQU 6 MON Bu10-Usd (SIXZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mid-American Wealth Advisory Group, Inc.
DECREASED
Shares547,177 from 579,884
Change-32,707 (-6%)
Value$17.7M (-$580.5K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares55,420 from 43,283
Change+12,137 (+28%)
Value$1.8M (+$428.3K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares44,301 from 56,114
Change-11,813 (-21%)
Value$1.4M (-$335.9K)
Filed 2026-11-02
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares13,133 from 13,133
Change0 (0%)
Value$424.8K (+$10.8K)
Filed 2026-10-14
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares12,364 from 12,555
Change-191 (-2%)
Value$400.0K (+$4.2K)
Filed 2026-10-15
Secure Asset Management, LLC
DECREASED
Shares10,700 from 11,700
Change-1,000 (-9%)
Value$346.1K (-$22.7K)
Filed 2026-10-19
LPL Financial LLC
UNCHANGED
Shares9,540 from 9,540
Change0 (0%)
Value$308.6K (+$7.9K)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares1,790 from 1,835
Change-45 (-2%)
Value$57.9K (+$55)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
DECREASED
Shares1,298 from 1,626
Change-328 (-20%)
Value$42.0K (-$9.3K)
Filed 2026-11-02
Elevated Capital Advisors, LLC
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$27.0K (+$689)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares520 from 481
Change+39 (+8%)
Value$16.8K (+$1.7K)
Filed 2026-10-08
POM Investment Strategies, LLC
DECREASED
Shares147 from 223
Change-76 (-34%)
Value$4.8K (-$2.3K)
Filed 2026-10-20
Tounjian Advisory Partners, LLC
DECREASED
Shares83 from 86
Change-3 (-3%)
Value$2.7K (-$39)
Filed 2026-11-04
Networth Advisors, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$1.4K (+$36)
Filed 2026-11-03
Aegis Wealth Management, Inc.
CLOSED
Shares0 from 54,156
Change-54,156 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-26
World Equity Group, Inc.
CLOSED
Shares0 from 19,787
Change-19,787 (-100%)
Value$0 (-$623.8K)
Filed 2026-10-14
Allianz SE
N/A
Shares— from 305,421
Change-305,421 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 145,554
Change-145,554 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 93,923
Change-93,923 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 53,333
Change-53,333 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 38,756
Change-38,756 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 36,249
Change-36,249 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 24,316
Change-24,316 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 14,161
Change-14,161 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 12,605
Change-12,605 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,053
Change-4,053 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,521
Change-3,521 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 959
Change-959 (-100%)
Value—
Status
Mid-American Wealth Advisory Group, Inc.
DECREASED547,177579,884-32,707-6%$18.3M$17.7M-$580.5K2026-10-21
Kestra Advisory Services, LLC
INCREASED55,42043,283+12,137+28%$1.4M$1.8M+$428.3K2026-11-02
Commonwealth Equity Services, LLC
DECREASED44,30156,114-11,813-21%$1.8M$1.4M-$335.9K2026-11-02
Patriot Financial Group Insurance Agency, LLC
UNCHANGED13,13313,13300%$414.0K$424.8K+$10.8K2026-10-14
Comprehensive Financial Consultants Institutional, Inc.
DECREASED12,36412,555-191-2%$395.8K$400.0K+$4.2K2026-10-15
Secure Asset Management, LLC
DECREASED10,70011,700-1,000-9%$368.8K$346.1K-$22.7K2026-10-19
LPL Financial LLC
UNCHANGED9,5409,54000%$300.8K$308.6K+$7.9K2026-11-06
IFP Advisors, Inc
DECREASED1,7901,835-45-2%$57.8K$57.9K+$552026-10-16
Lloyd Advisory Services, Llc.
DECREASED1,2981,626-328-20%$51.3K$42.0K-$9.3K2026-11-02
Elevated Capital Advisors, LLC
UNCHANGED83683600%$26.4K$27.0K+$6892026-11-04
CoreCap Advisors, LLC
INCREASED520481+39+8%$15.2K$16.8K+$1.7K2026-10-08
POM Investment Strategies, LLC
DECREASED147223-76-34%$7.0K$4.8K-$2.3K2026-10-20
Tounjian Advisory Partners, LLC
DECREASED8386-3-3%$2.7K$2.7K-$392026-11-04
Networth Advisors, LLC
UNCHANGED444400%$1.4K$1.4K+$362026-11-03
Aegis Wealth Management, Inc.
CLOSED054,156-54,156-100%$1.7M$0-$1.7M2026-10-26
World Equity Group, Inc.
CLOSED019,787-19,787-100%$623.8K$0-$623.8K2026-10-14
Allianz SE
N/A—305,421-305,421-100%$9.6M———
Envestnet Asset Management Inc
N/A—145,554-145,554-100%$4.6M———
Osaic Holdings, Inc.
N/A—93,923-93,923-100%$3.0M———
Susquehanna International Group, LLP
N/A—53,333-53,333-100%$1.7M———
World Investment Advisors
N/A—38,756-38,756-100%$1.2M———
Cetera Investment Advisers
N/A—36,249-36,249-100%$1.1M———
AE Wealth Management LLC
N/A—24,316-24,316-100%$766.6K———
Old Mission Capital LLC
N/A—14,161-14,161-100%$446.4K———
Beck Capital Management, LLC
N/A—12,605-12,605-100%$397.4K———
Harbour Investments, Inc.
N/A—4,053-4,053-100%$127.8K———
Arax Advisory Partners
N/A—3,521-3,521-100%$111.0K———
IFG Advisory, LLC
N/A—959-959-100%$30.2K———
Showing 28 of 28 institutions