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Allianzim US EQ Bffr10 Jn-US (JUNT)

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
Shares131,353 from 131,293
Change+60 (+0%)
Value$5.1M (+$90.3K)
Filed 2026-11-06
FWG Investments, Llc.
INCREASED
Shares101,017 from 96,468
Change+4,549 (+5%)
Value$3.9M (+$239.6K)
Filed 2026-11-03
Wellment Financial
DECREASED
Shares81,461 from 82,030
Change-569 (-1%)
Value$3.1M (+$33.1K)
Filed 2026-10-28
Smart Wealth LLC
DECREASED
Shares64,447 from 74,836
Change-10,389 (-14%)
Value$2.5M (-$349.4K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares55,273 from 79,880
Change-24,607 (-31%)
Value$2.1M (-$892.9K)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
DECREASED
Shares25,708 from 25,779
Change-71 (0%)
Value$988.7K (+$14.5K)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
DECREASED
Shares23,268 from 25,732
Change-2,464 (-10%)
Value$894.9K (-$77.5K)
Filed 2026-11-02
Golden Reserve Retirement LLC
INCREASED
Shares20,017 from 18,600
Change+1,417 (+8%)
Value$769.8K (+$67.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
NEW
Shares15,122
Change+15,122
Value$581.6K
Filed 2026-11-02
Csenge Advisory Group
DECREASED
Shares10,272 from 10,494
Change-222 (-2%)
Value$395.1K (-$1.5K)
Filed 2026-11-04
Harbour Investments, Inc.
DECREASED
Shares8,537 from 10,317
Change-1,780 (-17%)
Value$328.3K (-$61.6K)
Filed 2026-11-09
Aegis Wealth Management, Inc.
NEW
Shares7,377
Change+7,377
Value$283.7K
Filed 2026-10-26
First Heartland Consultants, Inc.
INCREASED
Shares7,348 from 7,077
Change+271 (+4%)
Value$282.6K (+$15.2K)
Filed 2026-10-08
Focus Financial Network, Inc.
DECREASED
Shares6,606 from 6,791
Change-185 (-3%)
Value$254.1K (-$2.6K)
Filed 2026-10-14
Accurate Wealth Management, LLC
DECREASED
Shares5,940 from 6,040
Change-100 (-2%)
Value$232.3K (+$2.2K)
Filed 2026-10-20
JIM Saulnier & Associates, LLC
UNCHANGED
Shares5,388 from 5,388
Change0 (0%)
Value$207.2K (+$3.6K)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
DECREASED
Shares4,857 from 5,008
Change-151 (-3%)
Value$186.8K (-$2.5K)
Filed 2026-11-04
Mosley Wealth Management
INCREASED
Shares4,292 from 3,431
Change+861 (+25%)
Value$167.0K (+$37.3K)
Filed 2026-10-16
Kingdom Financial Group Llc.
DECREASED
Shares3,813 from 3,848
Change-35 (-1%)
Value$146.6K (+$1.2K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
DECREASED
Shares3,561 from 3,563
Change-2 (0%)
Value$137.0K (+$2.3K)
Filed 2026-10-29
Decker Retirement Planning Inc.
INCREASED
Shares2,468 from 1,924
Change+544 (+28%)
Value$94.9K (+$22.2K)
Filed 2026-10-19
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares2,133 from 2,133
Change0 (0%)
Value$82.0K (+$1.4K)
Filed 2026-10-30
Spire Wealth Management
UNCHANGED
Shares2,133 from 2,133
Change0 (0%)
Value$82.0K (+$1.4K)
Filed 2026-10-30
Networth Advisors, LLC
INCREASED
Shares1,953 from 1,814
Change+139 (+8%)
Value$75.1K (+$6.6K)
Filed 2026-11-03
Key Capital Management, Inc
INCREASED
Shares1,519 from 1,195
Change+324 (+27%)
Value$58.4K (+$13.3K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares1,003 from 878
Change+125 (+14%)
Value$38.6K (+$5.4K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
DECREASED
Shares674 from 681
Change-7 (-1%)
Value$25.9K (+$187)
Filed 2026-11-04
Farther Finance Advisors, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$6.5K (+$114)
Filed 2026-10-08
Montgomery Financial Services LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$2.4K (+$42)
Filed 2026-11-03
LifeWealth Investments, LLC
CLOSED
Shares0 from 5,844
Change-5,844 (-100%)
Value$0 (-$220.8K)
Filed 2026-10-21
Lanark Financial, Inc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$37.8K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$26.5K)
Filed 2026-10-15
CoreCap Advisors, LLC
CLOSED
Shares0 from 135
Change-135 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-08
AE Wealth Management LLC
N/A
Shares— from 1,246,333
Change-1,246,333 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 254,440
Change-254,440 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 114,521
Change-114,521 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 74,343
Change-74,343 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 52,590
Change-52,590 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 25,332
Change-25,332 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 24,818
Change-24,818 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 19,749
Change-19,749 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 16,350
Change-16,350 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,580
Change-12,580 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,244
Change-11,244 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,894
Change-7,894 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,128
Change-7,128 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,576
Change-6,576 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,974
Change-5,974 (-100%)
Value—
Allianz SE
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 221
Change-221 (-100%)
Value—
Status
LPL Financial LLC
INCREASED131,353131,293+60+0%$5.0M$5.1M+$90.3K2026-11-06
FWG Investments, Llc.
INCREASED101,01796,468+4,549+5%$3.6M$3.9M+$239.6K2026-11-03
Wellment Financial
DECREASED81,46182,030-569-1%$3.1M$3.1M+$33.1K2026-10-28
Smart Wealth LLC
DECREASED64,44774,836-10,389-14%$2.8M$2.5M-$349.4K2026-11-04
Commonwealth Equity Services, LLC
DECREASED55,27379,880-24,607-31%$3.0M$2.1M-$892.9K2026-11-02
Quest 10 Wealth Builders, Inc.
DECREASED25,70825,779-710%$974.2K$988.7K+$14.5K2026-11-02
Lloyd Advisory Services, Llc.
DECREASED23,26825,732-2,464-10%$972.4K$894.9K-$77.5K2026-11-02
Golden Reserve Retirement LLC
INCREASED20,01718,600+1,417+8%$702.9K$769.8K+$67.0K2026-11-02
Kestra Advisory Services, LLC
NEW15,122—+15,122——$581.6K—2026-11-02
Csenge Advisory Group
DECREASED10,27210,494-222-2%$396.6K$395.1K-$1.5K2026-11-04
Harbour Investments, Inc.
DECREASED8,53710,317-1,780-17%$389.9K$328.3K-$61.6K2026-11-09
Aegis Wealth Management, Inc.
NEW7,377—+7,377——$283.7K—2026-10-26
First Heartland Consultants, Inc.
INCREASED7,3487,077+271+4%$267.4K$282.6K+$15.2K2026-10-08
Focus Financial Network, Inc.
DECREASED6,6066,791-185-3%$256.6K$254.1K-$2.6K2026-10-14
Accurate Wealth Management, LLC
DECREASED5,9406,040-100-2%$230.1K$232.3K+$2.2K2026-10-20
JIM Saulnier & Associates, LLC
UNCHANGED5,3885,38800%$203.6K$207.2K+$3.6K2026-11-04
Tounjian Advisory Partners, LLC
DECREASED4,8575,008-151-3%$189.3K$186.8K-$2.5K2026-11-04
Mosley Wealth Management
INCREASED4,2923,431+861+25%$129.7K$167.0K+$37.3K2026-10-16
Kingdom Financial Group Llc.
DECREASED3,8133,848-35-1%$145.4K$146.6K+$1.2K2026-11-04
Blue Bell Private Wealth Management, LLC
DECREASED3,5613,563-20%$134.6K$137.0K+$2.3K2026-10-29
Decker Retirement Planning Inc.
INCREASED2,4681,924+544+28%$72.7K$94.9K+$22.2K2026-10-19
Barnes Dennig Private Wealth Management LLC
UNCHANGED2,1332,13300%$80.6K$82.0K+$1.4K2026-10-30
Spire Wealth Management
UNCHANGED2,1332,13300%$80.6K$82.0K+$1.4K2026-10-30
Networth Advisors, LLC
INCREASED1,9531,814+139+8%$68.6K$75.1K+$6.6K2026-11-03
Key Capital Management, Inc
INCREASED1,5191,195+324+27%$45.2K$58.4K+$13.3K2026-11-03
IFP Advisors, Inc
INCREASED1,003878+125+14%$33.2K$38.6K+$5.4K2026-10-16
Elevated Capital Advisors, LLC
DECREASED674681-7-1%$25.7K$25.9K+$1872026-11-04
Farther Finance Advisors, LLC
UNCHANGED17017000%$6.4K$6.5K+$1142026-10-08
Montgomery Financial Services LLC
UNCHANGED636300%$2.4K$2.4K+$422026-11-03
LifeWealth Investments, LLC
CLOSED05,844-5,844-100%$220.8K$0-$220.8K2026-10-21
Lanark Financial, Inc.
CLOSED01,000-1,000-100%$37.8K$0-$37.8K2026-10-26
AdvisorNet Financial, Inc
CLOSED0700-700-100%$26.5K$0-$26.5K2026-10-15
CoreCap Advisors, LLC
CLOSED0135-135-100%$5.1K$0-$5.1K2026-10-08
AE Wealth Management LLC
N/A—1,246,333-1,246,333-100%$47.1M———
Authentikos Wealth Advisory, LLC
N/A—254,440-254,440-100%$9.6M———
Osaic Holdings, Inc.
N/A—114,521-114,521-100%$4.3M———
Raymond James Financial Inc
N/A—74,343-74,343-100%$2.8M———
Richmond Brothers, Inc.
N/A—52,590-52,590-100%$2.0M———
FSA Advisors, Inc.
N/A—25,332-25,332-100%$957.3K———
Nvest Financial, LLC
N/A—24,818-24,818-100%$937.9K———
Cetera Investment Advisers
N/A—19,749-19,749-100%$746.3K———
Panoramic Investment Advisors, LLC
N/A—16,350-16,350-100%$617.9K———
Jane Street Group, LLC
N/A—12,580-12,580-100%$475.4K———
Citadel Advisors LLC
N/A—11,244-11,244-100%$424.9K———
Envestnet Asset Management Inc
N/A—7,894-7,894-100%$298.3K———
Susquehanna International Group, LLP
N/A—7,128-7,128-100%$269.4K———
Foundations Investment Advisors, LLC
N/A—6,576-6,576-100%$248.5K———
Centaurus Financial, Inc.
N/A—5,974-5,974-100%$226.0K———
Allianz SE
N/A—5,000-5,000-100%$189.0K———
Northwestern Mutual Wealth Management Co
N/A—221-221-100%$8.4K———
Showing 50 of 50 institutions