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Alianzim US EQ Bfr20 Sep-Usd (SEPW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares307,507 from 103,074
Change+204,433 (+198%)
Value$10.4M (+$7.0M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares167,189 from 497,144
Change-329,955 (-66%)
Value$5.7M (-$10.9M)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares96,424 from 9,765
Change+86,659 (+887%)
Value$3.3M (+$2.9M)
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares87,267 from 74,772
Change+12,495 (+17%)
Value$3.0M (+$460.0K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares86,020 from 57,449
Change+28,571 (+50%)
Value$2.9M (+$996.0K)
Filed 2026-11-02
Harbour Investments, Inc.
INCREASED
Shares46,346 from 17,385
Change+28,961 (+167%)
Value$1.6M (+$989.7K)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares45,115 from 41,795
Change+3,320 (+8%)
Value$1.5M (+$132.0K)
Filed 2026-11-02
Strategic Blueprint, LLC
NEW
Shares37,306
Change+37,306
Value$1.3M
Filed 2026-10-22
Focus Financial Network, Inc.
INCREASED
Shares30,932 from 28,173
Change+2,759 (+10%)
Value$1.0M (+$107.2K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
NEW
Shares29,500
Change+29,500
Value$999.5K
Filed 2026-10-26
Joseph P. Lucia & Associates, LLC
INCREASED
Shares23,415 from 19,412
Change+4,003 (+21%)
Value$793.3K (+$145.1K)
Filed 2026-10-30
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares18,293 from 18,293
Change0 (0%)
Value$619.8K (+$8.9K)
Filed 2026-10-08
IFG Advisory, LLC
DECREASED
Shares18,052 from 20,426
Change-2,374 (-12%)
Value$611.6K (-$70.5K)
Filed 2026-11-09
JIM Saulnier & Associates, LLC
NEW
Shares15,099
Change+15,099
Value$511.6K
Filed 2026-11-04
Advus Financial Partners, LLC
INCREASED
Shares12,323 from 11,923
Change+400 (+3%)
Value$417.5K (+$19.4K)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares12,130 from 10,944
Change+1,186 (+11%)
Value$411.0K (+$45.5K)
Filed 2026-10-08
Advisory Solutions Group, LLC
DECREASED
Shares11,868 from 11,958
Change-90 (-1%)
Value$402.1K (+$2.8K)
Filed 2026-10-14
Carmel Capital Partners, LLC
NEW
Shares9,270
Change+9,270
Value$314.1K
Filed 2026-11-03
Castle Rock Wealth Management, LLC
DECREASED
Shares8,398 from 8,666
Change-268 (-3%)
Value$287.3K (-$2.3K)
Filed 2026-10-09
Merit Financial Group, LLC
DECREASED
Shares8,323 from 8,479
Change-156 (-2%)
Value$282.0K (-$1.2K)
Filed 2026-11-06
Independent Financial Group, LLC
UNCHANGED
Shares7,921 from 7,921
Change0 (0%)
Value$268.4K (+$3.9K)
Filed 2026-10-13
Grantvest Financial Group LLC
INCREASED
Shares7,737 from 6,917
Change+820 (+12%)
Value$262.1K (+$31.1K)
Filed 2026-10-21
Park Avenue Securities LLC
NEW
Shares7,622
Change+7,622
Value$258.0K
Filed 2026-10-26
TAGStone Capital, Inc.
UNCHANGED
Shares7,351 from 7,351
Change0 (0%)
Value$249.1K (+$3.6K)
Filed 2026-11-09
Lloyd Advisory Services, Llc.
DECREASED
Shares4,116 from 4,307
Change-191 (-4%)
Value$139.5K (-$4.4K)
Filed 2026-11-02
Mosley Wealth Management
DECREASED
Shares3,442 from 3,802
Change-360 (-9%)
Value$117.3K (-$9.6K)
Filed 2026-10-16
Lanark Financial, Inc.
UNCHANGED
Shares2,081 from 2,081
Change0 (0%)
Value$70.5K (+$1.0K)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares1,081 from 348
Change+733 (+211%)
Value$36.6K (+$25.0K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares976 from 885
Change+91 (+10%)
Value$33.1K (+$3.5K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
DECREASED
Shares741 from 69,936
Change-69,195 (-99%)
Value$25.1K (-$2.3M)
Filed 2026-11-04
Geneos Wealth Management Inc.
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$16.3K (+$235)
Filed 2026-11-09
POM Investment Strategies, LLC
DECREASED
Shares456 from 572
Change-116 (-20%)
Value$15.4K (-$3.7K)
Filed 2026-10-20
Tounjian Advisory Partners, LLC
DECREASED
Shares451 from 703
Change-252 (-36%)
Value$15.3K (-$8.2K)
Filed 2026-11-04
CoreCap Advisors, LLC
NEW
Shares91
Change+91
Value$3.1K
Filed 2026-10-08
PFG Advisors
CLOSED
Shares0 from 7,604
Change-7,604 (-100%)
Value$0 (-$253.9K)
Filed 2026-10-16
Authentikos Wealth Advisory, LLC
N/A
Shares— from 221,098
Change-221,098 (-100%)
Value—
Allianz SE
N/A
Shares— from 203,946
Change-203,946 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 165,998
Change-165,998 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 134,460
Change-134,460 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 133,512
Change-133,512 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 128,649
Change-128,649 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 65,590
Change-65,590 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 47,657
Change-47,657 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 45,139
Change-45,139 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 41,095
Change-41,095 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 34,193
Change-34,193 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 31,540
Change-31,540 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 29,504
Change-29,504 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 25,022
Change-25,022 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 19,450
Change-19,450 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 19,278
Change-19,278 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 17,575
Change-17,575 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 13,056
Change-13,056 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 12,552
Change-12,552 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,749
Change-10,749 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,598
Change-8,598 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,277
Change-7,277 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,920
Change-5,920 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 892
Change-892 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 594
Change-594 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Status
LPL Financial LLC
INCREASED307,507103,074+204,433+198%$3.4M$10.4M+$7.0M2026-11-06
Commonwealth Equity Services, LLC
DECREASED167,189497,144-329,955-66%$16.6M$5.7M-$10.9M2026-11-02
Concurrent Investment Advisors, LLC
INCREASED96,4249,765+86,659+887%$326.1K$3.3M+$2.9M2026-10-16
Spire Wealth Management
INCREASED87,26774,772+12,495+17%$2.5M$3.0M+$460.0K2026-10-30
Kestra Advisory Services, LLC
INCREASED86,02057,449+28,571+50%$1.9M$2.9M+$996.0K2026-11-02
Harbour Investments, Inc.
INCREASED46,34617,385+28,961+167%$580.5K$1.6M+$989.7K2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED45,11541,795+3,320+8%$1.4M$1.5M+$132.0K2026-11-02
Strategic Blueprint, LLC
NEW37,306—+37,306——$1.3M—2026-10-22
Focus Financial Network, Inc.
INCREASED30,93228,173+2,759+10%$940.8K$1.0M+$107.2K2026-10-14
Flagship Harbor Advisors, LLC
NEW29,500—+29,500——$999.5K—2026-10-26
Joseph P. Lucia & Associates, LLC
INCREASED23,41519,412+4,003+21%$648.2K$793.3K+$145.1K2026-10-30
Avidian Wealth Enterprises, LLC
UNCHANGED18,29318,29300%$610.9K$619.8K+$8.9K2026-10-08
IFG Advisory, LLC
DECREASED18,05220,426-2,374-12%$682.1K$611.6K-$70.5K2026-11-09
JIM Saulnier & Associates, LLC
NEW15,099—+15,099——$511.6K—2026-11-04
Advus Financial Partners, LLC
INCREASED12,32311,923+400+3%$398.1K$417.5K+$19.4K2026-10-20
First Heartland Consultants, Inc.
INCREASED12,13010,944+1,186+11%$365.5K$411.0K+$45.5K2026-10-08
Advisory Solutions Group, LLC
DECREASED11,86811,958-90-1%$399.3K$402.1K+$2.8K2026-10-14
Carmel Capital Partners, LLC
NEW9,270—+9,270——$314.1K—2026-11-03
Castle Rock Wealth Management, LLC
DECREASED8,3988,666-268-3%$289.7K$287.3K-$2.3K2026-10-09
Merit Financial Group, LLC
DECREASED8,3238,479-156-2%$283.1K$282.0K-$1.2K2026-11-06
Independent Financial Group, LLC
UNCHANGED7,9217,92100%$264.5K$268.4K+$3.9K2026-10-13
Grantvest Financial Group LLC
INCREASED7,7376,917+820+12%$231.0K$262.1K+$31.1K2026-10-21
Park Avenue Securities LLC
NEW7,622—+7,622——$258.0K—2026-10-26
TAGStone Capital, Inc.
UNCHANGED7,3517,35100%$245.5K$249.1K+$3.6K2026-11-09
Lloyd Advisory Services, Llc.
DECREASED4,1164,307-191-4%$143.8K$139.5K-$4.4K2026-11-02
Mosley Wealth Management
DECREASED3,4423,802-360-9%$127.0K$117.3K-$9.6K2026-10-16
Lanark Financial, Inc.
UNCHANGED2,0812,08100%$69.5K$70.5K+$1.0K2026-10-26
Creative Financial Designs Inc
INCREASED1,081348+733+211%$11.6K$36.6K+$25.0K2026-11-04
IFP Advisors, Inc
INCREASED976885+91+10%$29.6K$33.1K+$3.5K2026-10-16
Elevated Capital Advisors, LLC
DECREASED74169,936-69,195-99%$2.3M$25.1K-$2.3M2026-11-04
Geneos Wealth Management Inc.
UNCHANGED48248200%$16.1K$16.3K+$2352026-11-09
POM Investment Strategies, LLC
DECREASED456572-116-20%$19.1K$15.4K-$3.7K2026-10-20
Tounjian Advisory Partners, LLC
DECREASED451703-252-36%$23.5K$15.3K-$8.2K2026-11-04
CoreCap Advisors, LLC
NEW91—+91——$3.1K—2026-10-08
PFG Advisors
CLOSED07,604-7,604-100%$253.9K$0-$253.9K2026-10-16
Authentikos Wealth Advisory, LLC
N/A—221,098-221,098-100%$7.4M———
Allianz SE
N/A—203,946-203,946-100%$6.8M———
Osaic Holdings, Inc.
N/A—165,998-165,998-100%$5.5M———
Raymond James Financial Inc
N/A—134,460-134,460-100%$4.5M———
American Asset Management Inc.
N/A—133,512-133,512-100%$4.5M———
Westshore Wealth, LLC
N/A—128,649-128,649-100%$4.3M———
Susquehanna International Group, LLP
N/A—65,590-65,590-100%$2.2M———
Cetera Investment Advisers
N/A—47,657-47,657-100%$1.6M———
BFC Planning, Inc.
N/A—45,139-45,139-100%$1.5M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—41,095-41,095-100%$1.4M———
Envestnet Asset Management Inc
N/A—34,193-34,193-100%$1.1M———
AE Wealth Management LLC
N/A—31,540-31,540-100%$1.1M———
World Investment Advisors
N/A—29,504-29,504-100%$985.2K———
Bcgm Wealth Management, LLC
N/A—25,022-25,022-100%$835.6K———
Summit Financial, LLC
N/A—19,450-19,450-100%$649.5K———
Centaurus Financial, Inc.
N/A—19,278-19,278-100%$644.0K———
Old Mission Capital LLC
N/A—17,575-17,575-100%$586.9K———
MML Investors Services, LLC
N/A—13,056-13,056-100%$436.0K———
HRT Financial LP
N/A—12,552-12,552-100%$419.0K———
CreativeOne Wealth, LLC
N/A—10,749-10,749-100%$358.9K———
Goldman Sachs Group Inc
N/A—8,598-8,598-100%$287.1K———
Citadel Advisors LLC
N/A—7,277-7,277-100%$243.0K———
Kintra Wealth, LLC
N/A—5,920-5,920-100%$200.2K———
Arax Advisory Partners
N/A—892-892-100%$29.8K———
ST Germain D J Co Inc
N/A—594-594-100%$19.8K———
Global Retirement Partners, LLC
N/A—400-400-100%$13.4K———
Showing 61 of 61 institutions