IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Allianzim US EQ Bffr10 AG-US (AUGT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares138,832 from 124,062
Change+14,770 (+12%)
Value$5.4M (+$713.5K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares73,110 from 28,926
Change+44,184 (+153%)
Value$2.9M (+$1.8M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares32,789 from 18,804
Change+13,985 (+74%)
Value$1.3M (+$568.0K)
Filed 2026-11-02
PFG Advisors
UNCHANGED
Shares16,494 from 16,494
Change0 (0%)
Value$645.7K (+$18.0K)
Filed 2026-10-16
Strategic Blueprint, LLC
UNCHANGED
Shares11,690 from 11,690
Change0 (0%)
Value$457.7K (+$12.7K)
Filed 2026-10-22
Focus Financial Network, Inc.
DECREASED
Shares10,776 from 10,888
Change-112 (-1%)
Value$421.9K (+$7.5K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares8,124 from 8,124
Change0 (0%)
Value$318.0K (+$9.0K)
Filed 2026-11-02
First Heartland Consultants, Inc.
UNCHANGED
Shares7,829 from 7,829
Change0 (0%)
Value$306.5K (+$8.5K)
Filed 2026-10-08
Blue Bell Private Wealth Management, LLC
INCREASED
Shares6,934 from 3,197
Change+3,737 (+117%)
Value$271.5K (+$149.8K)
Filed 2026-10-29
Accurate Wealth Management, LLC
NEW
Shares6,775
Change+6,775
Value$269.1K
Filed 2026-10-20
Independent Financial Group, LLC
NEW
Shares5,767
Change+5,767
Value$225.8K
Filed 2026-10-13
Balboa Wealth Partners
NEW
Shares5,138
Change+5,138
Value$201.2K
Filed 2026-10-20
Barclays PLC
UNCHANGED
Shares970 from 970
Change0 (0%)
Value$38.0K (+$1.1K)
Filed 2026-11-06
Lanark Financial, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$23.5K (+$654)
Filed 2026-10-26
Nfsg Corp
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$18.8K (+$523)
Filed 2026-10-15
Kingdom Financial Group Llc.
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$6.1K (+$172)
Filed 2026-11-04
Osaic Holdings, Inc.
N/A
Shares— from 67,589
Change-67,589 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 24,090
Change-24,090 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 20,608
Change-20,608 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 17,885
Change-17,885 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 17,036
Change-17,036 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,898
Change-16,898 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 15,109
Change-15,109 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 12,649
Change-12,649 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 12,152
Change-12,152 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,870
Change-7,870 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,002
Change-6,002 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,709
Change-5,709 (-100%)
Value—
Allianz SE
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 524
Change-524 (-100%)
Value—
UBS Group AG
N/A
Shares— from 211
Change-211 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED138,832124,062+14,770+12%$4.7M$5.4M+$713.5K2026-11-02
LPL Financial LLC
INCREASED73,11028,926+44,184+153%$1.1M$2.9M+$1.8M2026-11-06
Kestra Advisory Services, LLC
INCREASED32,78918,804+13,985+74%$715.7K$1.3M+$568.0K2026-11-02
PFG Advisors
UNCHANGED16,49416,49400%$627.8K$645.7K+$18.0K2026-10-16
Strategic Blueprint, LLC
UNCHANGED11,69011,69000%$444.9K$457.7K+$12.7K2026-10-22
Focus Financial Network, Inc.
DECREASED10,77610,888-112-1%$414.4K$421.9K+$7.5K2026-10-14
Cambridge Investment Research Advisors, Inc.
UNCHANGED8,1248,12400%$309.0K$318.0K+$9.0K2026-11-02
First Heartland Consultants, Inc.
UNCHANGED7,8297,82900%$298.0K$306.5K+$8.5K2026-10-08
Blue Bell Private Wealth Management, LLC
INCREASED6,9343,197+3,737+117%$121.7K$271.5K+$149.8K2026-10-29
Accurate Wealth Management, LLC
NEW6,775—+6,775——$269.1K—2026-10-20
Independent Financial Group, LLC
NEW5,767—+5,767——$225.8K—2026-10-13
Balboa Wealth Partners
NEW5,138—+5,138——$201.2K—2026-10-20
Barclays PLC
UNCHANGED97097000%$36.9K$38.0K+$1.1K2026-11-06
Lanark Financial, Inc.
UNCHANGED60060000%$22.8K$23.5K+$6542026-10-26
Nfsg Corp
UNCHANGED48048000%$18.3K$18.8K+$5232026-10-15
Kingdom Financial Group Llc.
UNCHANGED15715700%$6.0K$6.1K+$1722026-11-04
Osaic Holdings, Inc.
N/A—67,589-67,589-100%$2.6M———
Cetera Investment Advisers
N/A—24,090-24,090-100%$916.9K———
Old Mission Capital LLC
N/A—20,608-20,608-100%$784.3K———
Raymond James Financial Inc
N/A—17,885-17,885-100%$680.7K———
Harbour Investments, Inc.
N/A—17,036-17,036-100%$648.4K———
Susquehanna International Group, LLP
N/A—16,898-16,898-100%$643.1K———
Nvest Financial, LLC
N/A—15,109-15,109-100%$575.0K———
Rothschild Wealth LLC
N/A—12,649-12,649-100%$481.4K———
Sanctuary Advisors, LLC
N/A—12,152-12,152-100%$462.5K———
Envestnet Asset Management Inc
N/A—7,870-7,870-100%$299.5K———
Citadel Advisors LLC
N/A—6,002-6,002-100%$228.4K———
AE Wealth Management LLC
N/A—5,709-5,709-100%$217.3K———
Allianz SE
N/A—5,000-5,000-100%$190.3K———
Ankerstar Wealth, LLC
N/A—527-527-100%$20.1K———
BFC Planning, Inc.
N/A—524-524-100%$19.9K———
UBS Group AG
N/A—211-211-100%$8.0K———
Showing 32 of 32 institutions