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Allian US EQU 6 MON Bu10-Usd (SIXP)

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
INCREASED
Shares108,003 from 104,759
Change+3,244 (+3%)
Value$3.7M (+$191.8K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares44,485 from 44,545
Change-60 (0%)
Value$1.5M (+$31.9K)
Filed 2026-11-06
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares32,638 from 36,534
Change-3,896 (-11%)
Value$1.1M (-$106.6K)
Filed 2026-10-14
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares29,470 from 15,205
Change+14,265 (+94%)
Value$1.0M (+$503.9K)
Filed 2026-10-15
Kestra Advisory Services, LLC
DECREASED
Shares18,662 from 23,309
Change-4,647 (-20%)
Value$644.1K (-$142.6K)
Filed 2026-11-02
First Heartland Consultants, Inc.
NEW
Shares9,310
Change+9,310
Value$321.3K
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares8,843 from 8,357
Change+486 (+6%)
Value$305.2K (+$23.1K)
Filed 2026-10-16
Harbour Investments, Inc.
INCREASED
Shares5,436 from 5,185
Change+251 (+5%)
Value$187.6K (+$12.6K)
Filed 2026-11-09
Financial Network Wealth Advisors LLC
UNCHANGED
Shares2,223 from 2,223
Change0 (0%)
Value$76.7K (+$1.7K)
Filed 2026-10-28
Geneos Wealth Management Inc.
UNCHANGED
Shares548 from 548
Change0 (0%)
Value$18.9K (+$418)
Filed 2026-11-09
CoreCap Advisors, LLC
INCREASED
Shares531 from 444
Change+87 (+20%)
Value$18.3K (+$3.3K)
Filed 2026-10-08
Allianz SE
N/A
Shares— from 294,980
Change-294,980 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 126,228
Change-126,228 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 104,204
Change-104,204 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 69,767
Change-69,767 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 22,778
Change-22,778 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 16,764
Change-16,764 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,531
Change-14,531 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 12,690
Change-12,690 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,782
Change-7,782 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,151
Change-7,151 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,956
Change-6,956 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 268
Change-268 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 222
Change-222 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED108,003104,759+3,244+3%$3.5M$3.7M+$191.8K2026-11-02
LPL Financial LLC
DECREASED44,48544,545-600%$1.5M$1.5M+$31.9K2026-11-06
Patriot Financial Group Insurance Agency, LLC
DECREASED32,63836,534-3,896-11%$1.2M$1.1M-$106.6K2026-10-14
Comprehensive Financial Consultants Institutional, Inc.
INCREASED29,47015,205+14,265+94%$513.2K$1.0M+$503.9K2026-10-15
Kestra Advisory Services, LLC
DECREASED18,66223,309-4,647-20%$786.7K$644.1K-$142.6K2026-11-02
First Heartland Consultants, Inc.
NEW9,310—+9,310——$321.3K—2026-10-08
IFP Advisors, Inc
INCREASED8,8438,357+486+6%$282.1K$305.2K+$23.1K2026-10-16
Harbour Investments, Inc.
INCREASED5,4365,185+251+5%$175.0K$187.6K+$12.6K2026-11-09
Financial Network Wealth Advisors LLC
UNCHANGED2,2232,22300%$75.0K$76.7K+$1.7K2026-10-28
Geneos Wealth Management Inc.
UNCHANGED54854800%$18.5K$18.9K+$4182026-11-09
CoreCap Advisors, LLC
INCREASED531444+87+20%$15.0K$18.3K+$3.3K2026-10-08
Allianz SE
N/A—294,980-294,980-100%$10.0M———
Osaic Holdings, Inc.
N/A—126,228-126,228-100%$4.3M———
Beck Capital Management, LLC
N/A—104,204-104,204-100%$3.5M———
Fortis Capital Management LLC
N/A—69,767-69,767-100%$2.4M———
Susquehanna International Group, LLP
N/A—22,778-22,778-100%$768.8K———
Raymond James Financial Inc
N/A—16,764-16,764-100%$565.8K———
Cetera Investment Advisers
N/A—14,531-14,531-100%$490.4K———
AE Wealth Management LLC
N/A—12,690-12,690-100%$428.3K———
JPMorgan Chase & Co
N/A—7,782-7,782-100%$261.8K———
Envestnet Asset Management Inc
N/A—7,151-7,151-100%$241.3K———
World Investment Advisors
N/A—6,956-6,956-100%$234.8K———
Stonebridge Financial Group, LLC / MO
N/A—6,000-6,000-100%$202.5K———
Ankerstar Wealth, LLC
N/A—268-268-100%$9.0K———
Royal Bank of Canada
N/A—222-222-100%$7.0K———
Showing 25 of 25 institutions