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Alianzim US EQ Bfr20 Aug-Usd (AUGW)

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
DECREASED
Shares338,389 from 376,381
Change-37,992 (-10%)
Value$11.8M (-$1.1M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares259,068 from 118,420
Change+140,648 (+119%)
Value$9.0M (+$5.0M)
Filed 2026-11-06
Access Financial Services, Inc.
INCREASED
Shares163,889 from 160,448
Change+3,441 (+2%)
Value$5.7M (+$233.1K)
Filed 2026-11-09
Kestra Advisory Services, LLC
INCREASED
Shares78,677 from 68,564
Change+10,113 (+15%)
Value$2.7M (+$399.9K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares68,372 from 64,084
Change+4,288 (+7%)
Value$2.4M (+$194.0K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares65,040 from 29,149
Change+35,891 (+123%)
Value$2.3M (+$1.3M)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares61,570 from 9,337
Change+52,233 (+559%)
Value$2.1M (+$1.8M)
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares47,666 from 42,492
Change+5,174 (+12%)
Value$1.7M (+$209.6K)
Filed 2026-10-30
Castle Rock Wealth Management, LLC
INCREASED
Shares43,797 from 40,567
Change+3,230 (+8%)
Value$1.5M (+$151.9K)
Filed 2026-10-09
Harbour Investments, Inc.
INCREASED
Shares40,772 from 29,853
Change+10,919 (+37%)
Value$1.4M (+$400.6K)
Filed 2026-11-09
Focus Financial Network, Inc.
INCREASED
Shares27,908 from 26,404
Change+1,504 (+6%)
Value$969.9K (+$70.9K)
Filed 2026-10-14
PFG Advisors
DECREASED
Shares21,919 from 37,681
Change-15,762 (-42%)
Value$761.7K (-$521.1K)
Filed 2026-10-16
Advus Financial Partners, LLC
INCREASED
Shares20,162 from 19,862
Change+300 (+2%)
Value$700.7K (+$24.5K)
Filed 2026-10-20
Crown Wealth Group, LLC
UNCHANGED
Shares18,289 from 18,289
Change0 (0%)
Value$635.6K (+$12.9K)
Filed 2026-10-19
Merit Financial Group, LLC
DECREASED
Shares16,245 from 18,813
Change-2,568 (-14%)
Value$564.5K (-$75.9K)
Filed 2026-11-06
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares15,898 from 15,898
Change0 (0%)
Value$552.5K (+$11.2K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares10,551 from 6,947
Change+3,604 (+52%)
Value$366.7K (+$130.2K)
Filed 2026-10-08
Cypress Wealth Services, LLC
INCREASED
Shares9,765 from 6,372
Change+3,393 (+53%)
Value$342.1K (+$125.2K)
Filed 2026-10-21
Independent Financial Group, LLC
UNCHANGED
Shares8,754 from 8,754
Change0 (0%)
Value$304.2K (+$6.2K)
Filed 2026-10-13
Diligent Investors, LLC
UNCHANGED
Shares8,455 from 8,455
Change0 (0%)
Value$293.8K (+$6.0K)
Filed 2026-10-21
Hofer & Associates. Inc
NEW
Shares7,451
Change+7,451
Value$258.9K
Filed 2026-10-13
RED Crane Wealth Management, LLC
UNCHANGED
Shares7,451 from 7,451
Change0 (0%)
Value$258.9K (+$5.3K)
Filed 2026-10-14
Allegheny Financial Group
UNCHANGED
Shares6,950 from 6,950
Change0 (0%)
Value$241.6K (+$4.9K)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
DECREASED
Shares4,264 from 4,496
Change-232 (-5%)
Value$148.2K (-$4.9K)
Filed 2026-11-02
Elevated Capital Advisors, LLC
INCREASED
Shares2,802 from 2,652
Change+150 (+6%)
Value$97.4K (+$7.1K)
Filed 2026-11-04
Creative Financial Designs Inc
UNCHANGED
Shares1,602 from 1,602
Change0 (0%)
Value$55.7K (+$1.1K)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares770 from 906
Change-136 (-15%)
Value$26.8K (-$4.5K)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
DECREASED
Shares704 from 760
Change-56 (-7%)
Value$24.5K (-$1.4K)
Filed 2026-10-29
IFP Advisors, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$10.4K (+$212)
Filed 2026-10-16
CoreCap Advisors, LLC
NEW
Shares95
Change+95
Value$3.3K
Filed 2026-10-08
Tounjian Advisory Partners, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$799 (+$16)
Filed 2026-11-04
IFG Advisory, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$452 (+$9)
Filed 2026-11-09
Grantvest Financial Group LLC
CLOSED
Shares0 from 6,768
Change-6,768 (-100%)
Value$0 (-$230.4K)
Filed 2026-10-21
Raymond James Financial Inc
N/A
Shares— from 821,230
Change-821,230 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 288,312
Change-288,312 (-100%)
Value—
Allianz SE
N/A
Shares— from 200,818
Change-200,818 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 104,268
Change-104,268 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 103,834
Change-103,834 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 99,779
Change-99,779 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 56,858
Change-56,858 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 50,923
Change-50,923 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 49,733
Change-49,733 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 31,547
Change-31,547 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 30,568
Change-30,568 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 28,836
Change-28,836 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 21,211
Change-21,211 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 21,073
Change-21,073 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 15,194
Change-15,194 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 13,463
Change-13,463 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,629
Change-10,629 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 9,883
Change-9,883 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,742
Change-6,742 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,739
Change-6,739 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,421
Change-5,421 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 553
Change-553 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED338,389376,381-37,992-10%$12.8M$11.8M-$1.1M2026-11-02
LPL Financial LLC
INCREASED259,068118,420+140,648+119%$4.0M$9.0M+$5.0M2026-11-06
Access Financial Services, Inc.
INCREASED163,889160,448+3,441+2%$5.5M$5.7M+$233.1K2026-11-09
Kestra Advisory Services, LLC
INCREASED78,67768,564+10,113+15%$2.3M$2.7M+$399.9K2026-11-02
Park Avenue Securities LLC
INCREASED68,37264,084+4,288+7%$2.2M$2.4M+$194.0K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED65,04029,149+35,891+123%$992.0K$2.3M+$1.3M2026-11-02
Concurrent Investment Advisors, LLC
INCREASED61,5709,337+52,233+559%$317.9K$2.1M+$1.8M2026-10-16
Spire Wealth Management
INCREASED47,66642,492+5,174+12%$1.4M$1.7M+$209.6K2026-10-30
Castle Rock Wealth Management, LLC
INCREASED43,79740,567+3,230+8%$1.4M$1.5M+$151.9K2026-10-09
Harbour Investments, Inc.
INCREASED40,77229,853+10,919+37%$1.0M$1.4M+$400.6K2026-11-09
Focus Financial Network, Inc.
INCREASED27,90826,404+1,504+6%$898.9K$969.9K+$70.9K2026-10-14
PFG Advisors
DECREASED21,91937,681-15,762-42%$1.3M$761.7K-$521.1K2026-10-16
Advus Financial Partners, LLC
INCREASED20,16219,862+300+2%$676.2K$700.7K+$24.5K2026-10-20
Crown Wealth Group, LLC
UNCHANGED18,28918,28900%$622.6K$635.6K+$12.9K2026-10-19
Merit Financial Group, LLC
DECREASED16,24518,813-2,568-14%$640.5K$564.5K-$75.9K2026-11-06
Joseph P. Lucia & Associates, LLC
UNCHANGED15,89815,89800%$541.2K$552.5K+$11.2K2026-10-30
Farther Finance Advisors, LLC
INCREASED10,5516,947+3,604+52%$236.5K$366.7K+$130.2K2026-10-08
Cypress Wealth Services, LLC
INCREASED9,7656,372+3,393+53%$216.9K$342.1K+$125.2K2026-10-21
Independent Financial Group, LLC
UNCHANGED8,7548,75400%$298.0K$304.2K+$6.2K2026-10-13
Diligent Investors, LLC
UNCHANGED8,4558,45500%$287.9K$293.8K+$6.0K2026-10-21
Hofer & Associates. Inc
NEW7,451—+7,451——$258.9K—2026-10-13
RED Crane Wealth Management, LLC
UNCHANGED7,4517,45100%$253.7K$258.9K+$5.3K2026-10-14
Allegheny Financial Group
UNCHANGED6,9506,95000%$236.6K$241.6K+$4.9K2026-11-05
Lloyd Advisory Services, Llc.
DECREASED4,2644,496-232-5%$153.1K$148.2K-$4.9K2026-11-02
Elevated Capital Advisors, LLC
INCREASED2,8022,652+150+6%$90.3K$97.4K+$7.1K2026-11-04
Creative Financial Designs Inc
UNCHANGED1,6021,60200%$54.5K$55.7K+$1.1K2026-11-04
Compass Financial Management LLC
DECREASED770906-136-15%$31.2K$26.8K-$4.5K2026-10-30
Blue Bell Private Wealth Management, LLC
DECREASED704760-56-7%$25.9K$24.5K-$1.4K2026-10-29
IFP Advisors, Inc
UNCHANGED30030000%$10.2K$10.4K+$2122026-10-16
CoreCap Advisors, LLC
NEW95—+95——$3.3K—2026-10-08
Tounjian Advisory Partners, LLC
UNCHANGED232300%$783$799+$162026-11-04
IFG Advisory, LLC
UNCHANGED131300%$443$452+$92026-11-09
Grantvest Financial Group LLC
CLOSED06,768-6,768-100%$230.4K$0-$230.4K2026-10-21
Raymond James Financial Inc
N/A—821,230-821,230-100%$28.0M———
Osaic Holdings, Inc.
N/A—288,312-288,312-100%$9.8M———
Allianz SE
N/A—200,818-200,818-100%$6.8M———
Cetera Investment Advisers
N/A—104,268-104,268-100%$3.5M———
Advisory Alpha, LLC
N/A—103,834-103,834-100%$3.5M———
American Asset Management Inc.
N/A—99,779-99,779-100%$3.4M———
GTS Financial, LLC
N/A—56,858-56,858-100%$1.7M———
World Investment Advisors
N/A—50,923-50,923-100%$1.7M———
Envestnet Asset Management Inc
N/A—49,733-49,733-100%$1.7M———
Susquehanna International Group, LLP
N/A—31,547-31,547-100%$1.1M———
Old Mission Capital LLC
N/A—30,568-30,568-100%$1.0M———
Westshore Wealth, LLC
N/A—28,836-28,836-100%$981.7K———
Innovative Asset Advisors Group, LLC
N/A—21,211-21,211-100%$722.1K———
MML Investors Services, LLC
N/A—21,073-21,073-100%$717.4K———
BFC Planning, Inc.
N/A—15,194-15,194-100%$517.3K———
AE Wealth Management LLC
N/A—13,463-13,463-100%$458.3K———
Centaurus Financial, Inc.
N/A—10,629-10,629-100%$362.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—9,883-9,883-100%$336.5K———
Forty-three Eighteen Advisors, LLC
N/A—9,000-9,000-100%$306.4K———
Ausdal Financial Partners, Inc.
N/A—6,742-6,742-100%$229.5K———
GTS Securities LLC
N/A—6,739-6,739-100%$229.4K———
Global Retirement Partners, LLC
N/A—5,421-5,421-100%$184.6K———
UBS Group AG
N/A—1,552-1,552-100%$52.8K———
ST Germain D J Co Inc
N/A—553-553-100%$18.8K———
Ankerstar Wealth, LLC
N/A—508-508-100%$17.3K———
Showing 58 of 58 institutions