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Allian US EQU 6 MON Bu10-Usd (SIXF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares99,768 from 101,614
Change-1,846 (-2%)
Value$3.5M (+$51.5K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares71,046 from 58,607
Change+12,439 (+21%)
Value$2.5M (+$505.2K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares66,579 from 66,393
Change+186 (+0%)
Value$2.3M (+$82.6K)
Filed 2026-11-02
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares32,277 from 29,433
Change+2,844 (+10%)
Value$1.1M (+$133.9K)
Filed 2026-10-15
RFG Advisory, LLC
DECREASED
Shares25,435 from 39,507
Change-14,072 (-36%)
Value$895.7K (-$450.3K)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares11,481 from 11,317
Change+164 (+1%)
Value$404.3K (+$18.7K)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
NEW
Shares5,711
Change+5,711
Value$201.1K
Filed 2026-10-08
CoreCap Advisors, LLC
INCREASED
Shares479 from 444
Change+35 (+8%)
Value$16.9K (+$1.7K)
Filed 2026-10-08
Barclays PLC
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$14.1K (+$457)
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$10.1K (+$328)
Filed 2026-10-16
Compass Financial Management LLC
DECREASED
Shares114 from 254
Change-140 (-55%)
Value$4.0K (-$4.9K)
Filed 2026-10-30
World Equity Group, Inc.
CLOSED
Shares0 from 18,322
Change-18,322 (-100%)
Value$0 (-$624.2K)
Filed 2026-10-14
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 6,730
Change-6,730 (-100%)
Value$0 (-$229.3K)
Filed 2026-10-14
Allianz SE
N/A
Shares— from 291,553
Change-291,553 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 169,539
Change-169,539 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 47,700
Change-47,700 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 44,516
Change-44,516 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 27,643
Change-27,643 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,158
Change-24,158 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 17,838
Change-17,838 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 15,630
Change-15,630 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 11,896
Change-11,896 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 5,987
Change-5,987 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,734
Change-2,734 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,734
Change-2,734 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 265
Change-265 (-100%)
Value—
Status
LPL Financial LLC
DECREASED99,768101,614-1,846-2%$3.5M$3.5M+$51.5K2026-11-06
Kestra Advisory Services, LLC
INCREASED71,04658,607+12,439+21%$2.0M$2.5M+$505.2K2026-11-02
Commonwealth Equity Services, LLC
INCREASED66,57966,393+186+0%$2.3M$2.3M+$82.6K2026-11-02
Comprehensive Financial Consultants Institutional, Inc.
INCREASED32,27729,433+2,844+10%$1.0M$1.1M+$133.9K2026-10-15
RFG Advisory, LLC
DECREASED25,43539,507-14,072-36%$1.3M$895.7K-$450.3K2026-11-03
Independent Financial Group, LLC
INCREASED11,48111,317+164+1%$385.6K$404.3K+$18.7K2026-10-13
Avidian Wealth Enterprises, LLC
NEW5,711—+5,711——$201.1K—2026-10-08
CoreCap Advisors, LLC
INCREASED479444+35+8%$15.1K$16.9K+$1.7K2026-10-08
Barclays PLC
UNCHANGED39939900%$13.6K$14.1K+$4572026-11-06
IFP Advisors, Inc
UNCHANGED28628600%$9.7K$10.1K+$3282026-10-16
Compass Financial Management LLC
DECREASED114254-140-55%$8.9K$4.0K-$4.9K2026-10-30
World Equity Group, Inc.
CLOSED018,322-18,322-100%$624.2K$0-$624.2K2026-10-14
Patriot Financial Group Insurance Agency, LLC
CLOSED06,730-6,730-100%$229.3K$0-$229.3K2026-10-14
Allianz SE
N/A—291,553-291,553-100%$9.9M———
Osaic Holdings, Inc.
N/A—169,539-169,539-100%$5.8M———
Envestnet Asset Management Inc
N/A—47,700-47,700-100%$1.6M———
Old Mission Capital LLC
N/A—44,516-44,516-100%$1.5M———
Cetera Investment Advisers
N/A—27,643-27,643-100%$941.8K———
Susquehanna International Group, LLP
N/A—24,158-24,158-100%$823.1K———
Raymond James Financial Inc
N/A—17,838-17,838-100%$607.7K———
Fortis Capital Management LLC
N/A—15,630-15,630-100%$532.5K———
Beck Capital Management, LLC
N/A—11,896-11,896-100%$405.3K———
Stonebridge Financial Group, LLC / MO
N/A—5,987-5,987-100%$204.0K———
Harbour Investments, Inc.
N/A—3,337-3,337-100%$113.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,734-2,734-100%$93.1K———
BFC Planning, Inc.
N/A—2,734-2,734-100%$93.1K———
AE Wealth Management LLC
N/A—2,005-2,005-100%$68.3K———
Morgan Stanley
N/A—2,000-2,000-100%$68.1K———
Royal Bank of Canada
N/A—265-265-100%$9.0K———
Showing 29 of 29 institutions