IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Alianzim US EQ Bfr20 Jun-Usd (JUNW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Lloyd Advisory Services, Llc.
DECREASED
Shares523,113 from 533,703
Change-10,590 (-2%)
Value$18.2M (-$107.9K)
Filed 2026-11-02
Access Financial Services, Inc.
INCREASED
Shares466,602 from 453,357
Change+13,245 (+3%)
Value$16.3M (+$684.1K)
Filed 2026-11-09
POM Investment Strategies, LLC
INCREASED
Shares244,529 from 232,763
Change+11,766 (+5%)
Value$8.5M (+$524.5K)
Filed 2026-10-20
LPL Financial LLC
DECREASED
Shares233,759 from 241,376
Change-7,617 (-3%)
Value$8.2M (-$147.4K)
Filed 2026-11-06
Wellment Financial
INCREASED
Shares183,176 from 175,439
Change+7,737 (+4%)
Value$6.4M (+$355.8K)
Filed 2026-10-28
Howard Bailey Securities, LLC
DECREASED
Shares168,086 from 173,393
Change-5,307 (-3%)
Value$5.9M (-$100.1K)
Filed 2026-10-27
Integrated Wealth Management
INCREASED
Shares137,791 from 134,707
Change+3,084 (+2%)
Value$4.8M (+$173.6K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares130,348 from 226,189
Change-95,841 (-42%)
Value$4.5M (-$3.2M)
Filed 2026-11-02
Elevated Capital Advisors, LLC
INCREASED
Shares128,315 from 63,891
Change+64,424 (+101%)
Value$4.5M (+$2.3M)
Filed 2026-11-04
Outlook Wealth Advisors, LLC
DECREASED
Shares122,397 from 123,684
Change-1,287 (-1%)
Value$4.3M (+$15.7K)
Filed 2026-10-28
Aegis Wealth Management, Inc.
NEW
Shares121,644
Change+121,644
Value$4.2M
Filed 2026-10-26
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares112,555 from 120,440
Change-7,885 (-7%)
Value$3.9M (-$216.0K)
Filed 2026-10-26
Golden Reserve Retirement LLC
INCREASED
Shares75,765 from 70,361
Change+5,404 (+8%)
Value$2.6M (+$223.0K)
Filed 2026-11-02
Networth Advisors, LLC
DECREASED
Shares75,068 from 76,912
Change-1,844 (-2%)
Value$2.6M (-$26.6K)
Filed 2026-11-03
Kestra Advisory Services, LLC
DECREASED
Shares68,109 from 83,598
Change-15,489 (-19%)
Value$2.4M (-$499.3K)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares67,967 from 69,837
Change-1,870 (-3%)
Value$2.4M (-$31.0K)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
DECREASED
Shares62,530 from 67,402
Change-4,872 (-7%)
Value$2.2M (-$136.9K)
Filed 2026-11-04
Great Lakes Retirement, Inc.
DECREASED
Shares58,587 from 64,326
Change-5,739 (-9%)
Value$2.0M (-$168.7K)
Filed 2026-10-26
Centennial Advisors, LLC
DECREASED
Shares57,734 from 61,935
Change-4,201 (-7%)
Value$2.0M (-$116.2K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
NEW
Shares55,665
Change+55,665
Value$1.9M
Filed 2026-10-16
Csenge Advisory Group
DECREASED
Shares50,501 from 64,306
Change-13,805 (-21%)
Value$1.8M (-$450.0K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares50,141 from 45,134
Change+5,007 (+11%)
Value$1.7M (+$197.0K)
Filed 2026-10-08
Advisor OS, LLC
NEW
Shares32,543
Change+32,543
Value$1.1M
Filed 2026-11-03
Harbour Investments, Inc.
INCREASED
Shares31,944 from 31,646
Change+298 (+1%)
Value$1.1M (+$25.9K)
Filed 2026-11-09
LifeWealth Investments, LLC
DECREASED
Shares31,638 from 42,683
Change-11,045 (-26%)
Value$1.1M (-$364.3K)
Filed 2026-10-21
Joseph P. Lucia & Associates, LLC
DECREASED
Shares28,775 from 28,795
Change-20 (0%)
Value$1.0M (+$13.4K)
Filed 2026-10-30
Blackston Financial Advisory Group, LLC
DECREASED
Shares24,367 from 24,884
Change-517 (-2%)
Value$849.9K (-$5.8K)
Filed 2026-11-04
Kingdom Financial Group Llc.
DECREASED
Shares24,168 from 25,625
Change-1,457 (-6%)
Value$843.0K (-$38.3K)
Filed 2026-11-04
Smart Wealth LLC
DECREASED
Shares23,630 from 35,528
Change-11,898 (-33%)
Value$824.2K (-$397.6K)
Filed 2026-11-04
Focus Financial Network, Inc.
DECREASED
Shares22,910 from 23,435
Change-525 (-2%)
Value$799.1K (-$6.8K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares21,345 from 19,697
Change+1,648 (+8%)
Value$745.0K (+$68.0K)
Filed 2026-11-02
Key Capital Management, Inc
DECREASED
Shares20,274 from 22,272
Change-1,998 (-9%)
Value$707.2K (-$58.8K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares20,266 from 19,426
Change+840 (+4%)
Value$707.0K (+$39.0K)
Filed 2026-10-26
Grantvest Financial Group LLC
DECREASED
Shares17,771 from 18,759
Change-988 (-5%)
Value$619.9K (-$25.3K)
Filed 2026-10-21
Castle Rock Wealth Management, LLC
DECREASED
Shares17,503 from 17,591
Change-88 (0%)
Value$617.7K (+$13.7K)
Filed 2026-10-09
JIM Saulnier & Associates, LLC
UNCHANGED
Shares16,605 from 16,605
Change0 (0%)
Value$579.2K (+$8.1K)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares15,809 from 15,809
Change0 (0%)
Value$551.4K (+$7.7K)
Filed 2026-10-30
First Heartland Consultants, Inc.
DECREASED
Shares14,655 from 15,657
Change-1,002 (-6%)
Value$511.2K (-$27.3K)
Filed 2026-10-08
Carmel Capital Partners, LLC
INCREASED
Shares14,500 from 7,800
Change+6,700 (+86%)
Value$505.8K (+$237.5K)
Filed 2026-11-03
Montgomery Financial Services LLC
DECREASED
Shares14,259 from 14,736
Change-477 (-3%)
Value$497.4K (-$9.4K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
NEW
Shares11,853
Change+11,853
Value$413.4K
Filed 2026-10-30
Advus Financial Partners, LLC
INCREASED
Shares11,136 from 10,756
Change+380 (+4%)
Value$388.4K (+$18.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares8,700 from 9,700
Change-1,000 (-10%)
Value$305.5K (-$26.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares8,700 from 9,700
Change-1,000 (-10%)
Value$305.5K (-$26.4K)
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED
Shares8,330 from 7,468
Change+862 (+12%)
Value$290.6K (+$33.7K)
Filed 2026-11-02
Independent Financial Group, LLC
DECREASED
Shares8,322 from 11,218
Change-2,896 (-26%)
Value$290.3K (-$95.5K)
Filed 2026-10-13
Mosley Wealth Management
INCREASED
Shares7,857 from 2,077
Change+5,780 (+278%)
Value$275.9K (+$204.5K)
Filed 2026-10-16
FWG Investments, Llc.
INCREASED
Shares7,636 from 7,598
Change+38 (+1%)
Value$266.3K (+$5.0K)
Filed 2026-11-03
McAdam, LLC
NEW
Shares7,573
Change+7,573
Value$264.2K
Filed 2026-10-21
TAGStone Capital, Inc.
UNCHANGED
Shares7,205 from 7,205
Change0 (0%)
Value$251.3K (+$3.5K)
Filed 2026-11-09
Wealthgarden F.S. LLC
DECREASED
Shares6,996 from 7,011
Change-15 (0%)
Value$244.0K (+$2.9K)
Filed 2026-11-09
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares6,596 from 6,596
Change0 (0%)
Value$230.1K (+$3.2K)
Filed 2026-10-08
PFG Advisors
DECREASED
Shares5,895 from 15,406
Change-9,511 (-62%)
Value$205.6K (-$324.2K)
Filed 2026-10-16
IFG Advisory, LLC
DECREASED
Shares5,450 from 7,203
Change-1,753 (-24%)
Value$190.1K (-$57.6K)
Filed 2026-11-09
Lanark Financial, Inc.
UNCHANGED
Shares5,103 from 5,103
Change0 (0%)
Value$178.0K (+$2.5K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares4,343 from 3,536
Change+807 (+23%)
Value$151.5K (+$29.9K)
Filed 2026-10-16
Decker Retirement Planning Inc.
UNCHANGED
Shares2,122 from 2,122
Change0 (0%)
Value$74.0K (+$1.0K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
NEW
Shares1,367
Change+1,367
Value$47.7K
Filed 2026-11-04
Creative Financial Designs Inc
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$47.1K (+$661)
Filed 2026-11-04
Evolution Wealth Management Inc.
INCREASED
Shares692 from 604
Change+88 (+15%)
Value$24.1K (+$3.4K)
Filed 2026-10-28
CoreCap Advisors, LLC
NEW
Shares89
Change+89
Value$3.1K
Filed 2026-10-08
Compass Financial Management LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$2.3K (-$2)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
CLOSED
Shares0 from 444
Change-444 (-100%)
Value$0 (-$15.3K)
Filed 2026-10-29
AE Wealth Management LLC
N/A
Shares— from 2,723,158
Change-2,723,158 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 219,883
Change-219,883 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 203,050
Change-203,050 (-100%)
Value—
Allianz SE
N/A
Shares— from 195,471
Change-195,471 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 175,907
Change-175,907 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 170,154
Change-170,154 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 116,312
Change-116,312 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 102,219
Change-102,219 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 81,369
Change-81,369 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 65,665
Change-65,665 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 47,814
Change-47,814 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 40,038
Change-40,038 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 36,821
Change-36,821 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 31,708
Change-31,708 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 25,435
Change-25,435 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 24,457
Change-24,457 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 24,457
Change-24,457 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 24,416
Change-24,416 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 19,205
Change-19,205 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 18,887
Change-18,887 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 17,940
Change-17,940 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 17,656
Change-17,656 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,088
Change-7,088 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,545
Change-6,545 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Status
Lloyd Advisory Services, Llc.
DECREASED523,113533,703-10,590-2%$18.4M$18.2M-$107.9K2026-11-02
Access Financial Services, Inc.
INCREASED466,602453,357+13,245+3%$15.6M$16.3M+$684.1K2026-11-09
POM Investment Strategies, LLC
INCREASED244,529232,763+11,766+5%$8.0M$8.5M+$524.5K2026-10-20
LPL Financial LLC
DECREASED233,759241,376-7,617-3%$8.3M$8.2M-$147.4K2026-11-06
Wellment Financial
INCREASED183,176175,439+7,737+4%$6.0M$6.4M+$355.8K2026-10-28
Howard Bailey Securities, LLC
DECREASED168,086173,393-5,307-3%$6.0M$5.9M-$100.1K2026-10-27
Integrated Wealth Management
INCREASED137,791134,707+3,084+2%$4.6M$4.8M+$173.6K2026-10-19
Commonwealth Equity Services, LLC
DECREASED130,348226,189-95,841-42%$7.8M$4.5M-$3.2M2026-11-02
Elevated Capital Advisors, LLC
INCREASED128,31563,891+64,424+101%$2.2M$4.5M+$2.3M2026-11-04
Outlook Wealth Advisors, LLC
DECREASED122,397123,684-1,287-1%$4.3M$4.3M+$15.7K2026-10-28
Aegis Wealth Management, Inc.
NEW121,644—+121,644——$4.2M—2026-10-26
B.O.S.S. Retirement Advisors, LLC
DECREASED112,555120,440-7,885-7%$4.1M$3.9M-$216.0K2026-10-26
Golden Reserve Retirement LLC
INCREASED75,76570,361+5,404+8%$2.4M$2.6M+$223.0K2026-11-02
Networth Advisors, LLC
DECREASED75,06876,912-1,844-2%$2.6M$2.6M-$26.6K2026-11-03
Kestra Advisory Services, LLC
DECREASED68,10983,598-15,489-19%$2.9M$2.4M-$499.3K2026-11-02
Spire Wealth Management
DECREASED67,96769,837-1,870-3%$2.4M$2.4M-$31.0K2026-10-30
Tounjian Advisory Partners, LLC
DECREASED62,53067,402-4,872-7%$2.3M$2.2M-$136.9K2026-11-04
Great Lakes Retirement, Inc.
DECREASED58,58764,326-5,739-9%$2.2M$2.0M-$168.7K2026-10-26
Centennial Advisors, LLC
DECREASED57,73461,935-4,201-7%$2.1M$2.0M-$116.2K2026-10-21
Concurrent Investment Advisors, LLC
NEW55,665—+55,665——$1.9M—2026-10-16
Csenge Advisory Group
DECREASED50,50164,306-13,805-21%$2.2M$1.8M-$450.0K2026-11-04
Farther Finance Advisors, LLC
INCREASED50,14145,134+5,007+11%$1.6M$1.7M+$197.0K2026-10-08
Advisor OS, LLC
NEW32,543—+32,543——$1.1M—2026-11-03
Harbour Investments, Inc.
INCREASED31,94431,646+298+1%$1.1M$1.1M+$25.9K2026-11-09
LifeWealth Investments, LLC
DECREASED31,63842,683-11,045-26%$1.5M$1.1M-$364.3K2026-10-21
Joseph P. Lucia & Associates, LLC
DECREASED28,77528,795-200%$990.3K$1.0M+$13.4K2026-10-30
Blackston Financial Advisory Group, LLC
DECREASED24,36724,884-517-2%$855.8K$849.9K-$5.8K2026-11-04
Kingdom Financial Group Llc.
DECREASED24,16825,625-1,457-6%$881.2K$843.0K-$38.3K2026-11-04
Smart Wealth LLC
DECREASED23,63035,528-11,898-33%$1.2M$824.2K-$397.6K2026-11-04
Focus Financial Network, Inc.
DECREASED22,91023,435-525-2%$805.9K$799.1K-$6.8K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED21,34519,697+1,648+8%$677.0K$745.0K+$68.0K2026-11-02
Key Capital Management, Inc
DECREASED20,27422,272-1,998-9%$765.9K$707.2K-$58.8K2026-11-03
Park Avenue Securities LLC
INCREASED20,26619,426+840+4%$668.0K$707.0K+$39.0K2026-10-26
Grantvest Financial Group LLC
DECREASED17,77118,759-988-5%$645.1K$619.9K-$25.3K2026-10-21
Castle Rock Wealth Management, LLC
DECREASED17,50317,591-880%$604.0K$617.7K+$13.7K2026-10-09
JIM Saulnier & Associates, LLC
UNCHANGED16,60516,60500%$571.0K$579.2K+$8.1K2026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED15,80915,80900%$543.7K$551.4K+$7.7K2026-10-30
First Heartland Consultants, Inc.
DECREASED14,65515,657-1,002-6%$538.4K$511.2K-$27.3K2026-10-08
Carmel Capital Partners, LLC
INCREASED14,5007,800+6,700+86%$268.2K$505.8K+$237.5K2026-11-03
Montgomery Financial Services LLC
DECREASED14,25914,736-477-3%$506.8K$497.4K-$9.4K2026-11-03
Capital Investment Advisory Services, LLC
NEW11,853—+11,853——$413.4K—2026-10-30
Advus Financial Partners, LLC
INCREASED11,13610,756+380+4%$369.9K$388.4K+$18.5K2026-10-20
Diversify Advisory Services, LLC
DECREASED8,7009,700-1,000-10%$331.9K$305.5K-$26.4K2026-10-20
Diversify Wealth Management, LLC
DECREASED8,7009,700-1,000-10%$331.9K$305.5K-$26.4K2026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED8,3307,468+862+12%$256.8K$290.6K+$33.7K2026-11-02
Independent Financial Group, LLC
DECREASED8,32211,218-2,896-26%$385.8K$290.3K-$95.5K2026-10-13
Mosley Wealth Management
INCREASED7,8572,077+5,780+278%$71.4K$275.9K+$204.5K2026-10-16
FWG Investments, Llc.
INCREASED7,6367,598+38+1%$261.3K$266.3K+$5.0K2026-11-03
McAdam, LLC
NEW7,573—+7,573——$264.2K—2026-10-21
TAGStone Capital, Inc.
UNCHANGED7,2057,20500%$247.8K$251.3K+$3.5K2026-11-09
Wealthgarden F.S. LLC
DECREASED6,9967,011-150%$241.1K$244.0K+$2.9K2026-11-09
Avidian Wealth Enterprises, LLC
UNCHANGED6,5966,59600%$226.8K$230.1K+$3.2K2026-10-08
PFG Advisors
DECREASED5,89515,406-9,511-62%$529.8K$205.6K-$324.2K2026-10-16
IFG Advisory, LLC
DECREASED5,4507,203-1,753-24%$247.7K$190.1K-$57.6K2026-11-09
Lanark Financial, Inc.
UNCHANGED5,1035,10300%$175.5K$178.0K+$2.5K2026-10-26
IFP Advisors, Inc
INCREASED4,3433,536+807+23%$121.6K$151.5K+$29.9K2026-10-16
Decker Retirement Planning Inc.
UNCHANGED2,1222,12200%$73.0K$74.0K+$1.0K2026-10-19
EverSource Wealth Advisors, LLC
NEW1,367—+1,367——$47.7K—2026-11-04
Creative Financial Designs Inc
UNCHANGED1,3501,35000%$46.4K$47.1K+$6612026-11-04
Evolution Wealth Management Inc.
INCREASED692604+88+15%$20.8K$24.1K+$3.4K2026-10-28
CoreCap Advisors, LLC
NEW89—+89——$3.1K—2026-10-08
Compass Financial Management LLC
UNCHANGED656500%$2.3K$2.3K-$22026-10-30
Blue Bell Private Wealth Management, LLC
CLOSED0444-444-100%$15.3K$0-$15.3K2026-10-29
AE Wealth Management LLC
N/A—2,723,158-2,723,158-100%$93.6M———
Authentikos Wealth Advisory, LLC
N/A—219,883-219,883-100%$7.6M———
Osaic Holdings, Inc.
N/A—203,050-203,050-100%$7.0M———
Allianz SE
N/A—195,471-195,471-100%$6.7M———
Ausdal Financial Partners, Inc.
N/A—175,907-175,907-100%$6.0M———
American Asset Management Inc.
N/A—170,154-170,154-100%$5.9M———
Centaurus Financial, Inc.
N/A—116,312-116,312-100%$4.0M———
Cetera Investment Advisers
N/A—102,219-102,219-100%$3.5M———
Raymond James Financial Inc
N/A—81,369-81,369-100%$2.8M———
FSA Advisors, Inc.
N/A—65,665-65,665-100%$2.3M———
Aspire Capital Advisors LLC
N/A—47,814-47,814-100%$1.6M———
Old Mission Capital LLC
N/A—40,038-40,038-100%$1.4M———
Foundations Investment Advisors, LLC
N/A—36,821-36,821-100%$1.3M———
World Investment Advisors
N/A—31,708-31,708-100%$1.1M———
GTS Securities LLC
N/A—25,435-25,435-100%$874.7K———
BFC Planning, Inc.
N/A—24,457-24,457-100%$841.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—24,457-24,457-100%$841.1K———
MML Investors Services, LLC
N/A—24,416-24,416-100%$839.7K———
Envestnet Asset Management Inc
N/A—19,205-19,205-100%$660.5K———
Stonebridge Financial Group, LLC / MO
N/A—18,887-18,887-100%$649.5K———
Global Retirement Partners, LLC
N/A—17,940-17,940-100%$617.0K———
Westshore Wealth, LLC
N/A—17,656-17,656-100%$607.2K———
Goldman Sachs Group Inc
N/A—7,088-7,088-100%$243.8K———
Kintra Wealth, LLC
N/A—6,545-6,545-100%$229.3K———
UBS Group AG
N/A—1,785-1,785-100%$61.4K———
ST Germain D J Co Inc
N/A—1,090-1,090-100%$37.5K———
Showing 89 of 89 institutions