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Alianzim US EQ Bfr20 May-Usd (MAYW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lloyd Advisory Services, Llc.
DECREASED
Shares702,388 from 719,712
Change-17,324 (-2%)
Value$25.0M (-$61.5K)
Filed 2026-11-02
POM Investment Strategies, LLC
INCREASED
Shares374,552 from 357,484
Change+17,068 (+5%)
Value$13.3M (+$881.9K)
Filed 2026-10-20
Wellment Financial
INCREASED
Shares276,330 from 263,404
Change+12,926 (+5%)
Value$9.8M (+$662.2K)
Filed 2026-10-28
LPL Financial LLC
DECREASED
Shares275,698 from 281,451
Change-5,753 (-2%)
Value$9.8M (+$12.3K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares216,061 from 282,595
Change-66,534 (-24%)
Value$7.7M (-$2.1M)
Filed 2026-11-02
Elevated Capital Advisors, LLC
INCREASED
Shares212,669 from 103,773
Change+108,896 (+105%)
Value$7.6M (+$4.0M)
Filed 2026-11-04
Mid-American Wealth Advisory Group, Inc.
DECREASED
Shares209,019 from 215,020
Change-6,001 (-3%)
Value$7.4M (-$47.7K)
Filed 2026-10-21
Outlook Wealth Advisors, LLC
DECREASED
Shares188,243 from 190,171
Change-1,928 (-1%)
Value$6.7M (+$77.9K)
Filed 2026-10-28
Integrated Wealth Management
INCREASED
Shares186,004 from 181,878
Change+4,126 (+2%)
Value$6.6M (+$286.7K)
Filed 2026-10-19
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares184,992 from 198,617
Change-13,625 (-7%)
Value$6.6M (-$331.3K)
Filed 2026-10-26
Howard Bailey Securities, LLC
DECREASED
Shares181,116 from 192,678
Change-11,562 (-6%)
Value$6.4M (-$262.6K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares133,054 from 115,531
Change+17,523 (+15%)
Value$4.7M (+$711.7K)
Filed 2026-11-02
Networth Advisors, LLC
DECREASED
Shares111,685 from 114,369
Change-2,684 (-2%)
Value$4.0M (-$7.3K)
Filed 2026-11-03
Aegis Wealth Management, Inc.
DECREASED
Shares110,497 from 114,627
Change-4,130 (-4%)
Value$3.9M (-$58.5K)
Filed 2026-10-26
Great Lakes Retirement, Inc.
DECREASED
Shares102,507 from 112,552
Change-10,045 (-9%)
Value$3.6M (-$270.3K)
Filed 2026-10-26
Tounjian Advisory Partners, LLC
DECREASED
Shares99,073 from 105,999
Change-6,926 (-7%)
Value$3.5M (-$164.5K)
Filed 2026-11-04
Centennial Advisors, LLC
DECREASED
Shares70,103 from 76,091
Change-5,988 (-8%)
Value$2.5M (-$154.2K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
NEW
Shares58,169
Change+58,169
Value$2.1M
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares52,773 from 56,960
Change-4,187 (-7%)
Value$1.9M (-$104.9K)
Filed 2026-10-30
LifeWealth Investments, LLC
DECREASED
Shares50,020 from 68,766
Change-18,746 (-27%)
Value$1.8M (-$613.3K)
Filed 2026-10-21
Kingdom Financial Group Llc.
DECREASED
Shares36,823 from 38,784
Change-1,961 (-5%)
Value$1.3M (-$39.8K)
Filed 2026-11-04
Blackston Financial Advisory Group, LLC
DECREASED
Shares35,893 from 36,725
Change-832 (-2%)
Value$1.3M (-$1.3K)
Filed 2026-11-04
Smart Wealth LLC
DECREASED
Shares33,713 from 53,419
Change-19,706 (-37%)
Value$1.2M (-$659.2K)
Filed 2026-11-04
Mosley Wealth Management
INCREASED
Shares29,498 from 20,415
Change+9,083 (+44%)
Value$1.1M (+$344.1K)
Filed 2026-10-16
Castle Rock Wealth Management, LLC
UNCHANGED
Shares24,166 from 24,166
Change0 (0%)
Value$863.7K (+$23.7K)
Filed 2026-10-09
JIM Saulnier & Associates, LLC
UNCHANGED
Shares23,820 from 23,820
Change0 (0%)
Value$846.6K (+$18.3K)
Filed 2026-11-04
Montgomery Financial Services LLC
DECREASED
Shares22,520 from 23,368
Change-848 (-4%)
Value$800.4K (-$12.1K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares21,196 from 53,544
Change-32,348 (-60%)
Value$753.0K (-$1.1M)
Filed 2026-11-02
Cypress Wealth Services, LLC
UNCHANGED
Shares18,314 from 18,314
Change0 (0%)
Value$654.5K (+$17.8K)
Filed 2026-10-21
McAdam, LLC
INCREASED
Shares16,673 from 12,077
Change+4,596 (+38%)
Value$592.5K (+$172.6K)
Filed 2026-10-21
Quest 10 Wealth Builders, Inc.
INCREASED
Shares12,970 from 11,654
Change+1,316 (+11%)
Value$461.0K (+$55.7K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares12,094 from 12,262
Change-168 (-1%)
Value$429.8K (+$3.5K)
Filed 2026-10-08
Csenge Advisory Group
DECREASED
Shares11,592 from 33,629
Change-22,037 (-66%)
Value$412.0K (-$757.3K)
Filed 2026-11-04
NWF Advisory Services Inc.
UNCHANGED
Shares10,750 from 10,750
Change0 (0%)
Value$382.1K (+$8.3K)
Filed 2026-10-19
PFG Advisors
DECREASED
Shares10,634 from 12,811
Change-2,177 (-17%)
Value$377.9K (-$67.5K)
Filed 2026-10-16
Moors & Cabot, Inc.
DECREASED
Shares10,450 from 10,750
Change-300 (-3%)
Value$371.4K (-$2.4K)
Filed 2026-11-06
FWG Investments, Llc.
DECREASED
Shares9,517 from 9,613
Change-96 (-1%)
Value$338.2K (+$4.0K)
Filed 2026-11-03
Joseph P. Lucia & Associates, LLC
DECREASED
Shares9,029 from 9,729
Change-700 (-7%)
Value$320.9K (-$17.4K)
Filed 2026-10-30
Independent Financial Group, LLC
DECREASED
Shares8,546 from 11,458
Change-2,912 (-25%)
Value$303.7K (-$94.7K)
Filed 2026-10-13
Oppenheimer & Co Inc
DECREASED
Shares8,123 from 80,319
Change-72,196 (-90%)
Value$288.7K (-$2.5M)
Filed 2026-10-26
Carmel Capital Partners, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$284.3K (+$6.2K)
Filed 2026-11-03
Creative Planning
UNCHANGED
Shares7,128 from 7,128
Change0 (0%)
Value$253.3K (+$5.5K)
Filed 2026-11-02
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares6,678 from 6,678
Change0 (0%)
Value$237.3K (+$5.1K)
Filed 2026-10-14
BridgePort Financial Solutions, LLC
UNCHANGED
Shares5,993 from 5,993
Change0 (0%)
Value$213.0K (+$4.6K)
Filed 2026-11-02
Decker Retirement Planning Inc.
UNCHANGED
Shares3,533 from 3,533
Change0 (0%)
Value$125.6K (+$2.7K)
Filed 2026-10-19
Key Capital Management, Inc
INCREASED
Shares3,069 from 2,748
Change+321 (+12%)
Value$109.1K (+$13.5K)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED
Shares2,720 from 2,720
Change0 (0%)
Value$96.7K (+$2.1K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
NEW
Shares2,039
Change+2,039
Value$72.5K
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares1,384 from 1,382
Change+2 (+0%)
Value$49.2K (+$1.1K)
Filed 2026-11-04
Evolution Wealth Management Inc.
INCREASED
Shares1,058 from 924
Change+134 (+15%)
Value$37.6K (+$5.5K)
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
DECREASED
Shares809 from 858
Change-49 (-6%)
Value$28.8K (-$1.1K)
Filed 2026-10-29
Rydar Equities, Inc.
NEW
Shares122
Change+122
Value$4.4K
Filed 2026-10-13
CoreCap Advisors, LLC
NEW
Shares88
Change+88
Value$3.1K
Filed 2026-10-08
Compass Financial Management LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$2.3K (+$17)
Filed 2026-10-30
IFP Advisors, Inc
NEW
Shares7
Change+7
Value$249
Filed 2026-10-16
AE Wealth Management LLC
N/A
Shares— from 3,711,221
Change-3,711,221 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 282,561
Change-282,561 (-100%)
Value—
Allianz SE
N/A
Shares— from 193,052
Change-193,052 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 146,366
Change-146,366 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 121,384
Change-121,384 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 104,160
Change-104,160 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 81,195
Change-81,195 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 72,518
Change-72,518 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 59,937
Change-59,937 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 53,923
Change-53,923 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 52,341
Change-52,341 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 49,823
Change-49,823 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 38,018
Change-38,018 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 25,677
Change-25,677 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 23,120
Change-23,120 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 22,655
Change-22,655 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 14,841
Change-14,841 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,968
Change-10,968 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,426
Change-10,426 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,010
Change-8,010 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 7,636
Change-7,636 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,044
Change-7,044 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,921
Change-6,921 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 6,066
Change-6,066 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Status
Lloyd Advisory Services, Llc.
DECREASED702,388719,712-17,324-2%$25.0M$25.0M-$61.5K2026-11-02
POM Investment Strategies, LLC
INCREASED374,552357,484+17,068+5%$12.4M$13.3M+$881.9K2026-10-20
Wellment Financial
INCREASED276,330263,404+12,926+5%$9.2M$9.8M+$662.2K2026-10-28
LPL Financial LLC
DECREASED275,698281,451-5,753-2%$9.8M$9.8M+$12.3K2026-11-06
Commonwealth Equity Services, LLC
DECREASED216,061282,595-66,534-24%$9.8M$7.7M-$2.1M2026-11-02
Elevated Capital Advisors, LLC
INCREASED212,669103,773+108,896+105%$3.6M$7.6M+$4.0M2026-11-04
Mid-American Wealth Advisory Group, Inc.
DECREASED209,019215,020-6,001-3%$7.5M$7.4M-$47.7K2026-10-21
Outlook Wealth Advisors, LLC
DECREASED188,243190,171-1,928-1%$6.6M$6.7M+$77.9K2026-10-28
Integrated Wealth Management
INCREASED186,004181,878+4,126+2%$6.3M$6.6M+$286.7K2026-10-19
B.O.S.S. Retirement Advisors, LLC
DECREASED184,992198,617-13,625-7%$6.9M$6.6M-$331.3K2026-10-26
Howard Bailey Securities, LLC
DECREASED181,116192,678-11,562-6%$6.7M$6.4M-$262.6K2026-10-27
Kestra Advisory Services, LLC
INCREASED133,054115,531+17,523+15%$4.0M$4.7M+$711.7K2026-11-02
Networth Advisors, LLC
DECREASED111,685114,369-2,684-2%$4.0M$4.0M-$7.3K2026-11-03
Aegis Wealth Management, Inc.
DECREASED110,497114,627-4,130-4%$4.0M$3.9M-$58.5K2026-10-26
Great Lakes Retirement, Inc.
DECREASED102,507112,552-10,045-9%$3.9M$3.6M-$270.3K2026-10-26
Tounjian Advisory Partners, LLC
DECREASED99,073105,999-6,926-7%$3.7M$3.5M-$164.5K2026-11-04
Centennial Advisors, LLC
DECREASED70,10376,091-5,988-8%$2.6M$2.5M-$154.2K2026-10-21
Concurrent Investment Advisors, LLC
NEW58,169—+58,169——$2.1M—2026-10-16
Spire Wealth Management
DECREASED52,77356,960-4,187-7%$2.0M$1.9M-$104.9K2026-10-30
LifeWealth Investments, LLC
DECREASED50,02068,766-18,746-27%$2.4M$1.8M-$613.3K2026-10-21
Kingdom Financial Group Llc.
DECREASED36,82338,784-1,961-5%$1.3M$1.3M-$39.8K2026-11-04
Blackston Financial Advisory Group, LLC
DECREASED35,89336,725-832-2%$1.3M$1.3M-$1.3K2026-11-04
Smart Wealth LLC
DECREASED33,71353,419-19,706-37%$1.9M$1.2M-$659.2K2026-11-04
Mosley Wealth Management
INCREASED29,49820,415+9,083+44%$709.8K$1.1M+$344.1K2026-10-16
Castle Rock Wealth Management, LLC
UNCHANGED24,16624,16600%$840.0K$863.7K+$23.7K2026-10-09
JIM Saulnier & Associates, LLC
UNCHANGED23,82023,82000%$828.2K$846.6K+$18.3K2026-11-04
Montgomery Financial Services LLC
DECREASED22,52023,368-848-4%$812.5K$800.4K-$12.1K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED21,19653,544-32,348-60%$1.9M$753.0K-$1.1M2026-11-02
Cypress Wealth Services, LLC
UNCHANGED18,31418,31400%$636.8K$654.5K+$17.8K2026-10-21
McAdam, LLC
INCREASED16,67312,077+4,596+38%$419.9K$592.5K+$172.6K2026-10-21
Quest 10 Wealth Builders, Inc.
INCREASED12,97011,654+1,316+11%$405.2K$461.0K+$55.7K2026-11-02
Farther Finance Advisors, LLC
DECREASED12,09412,262-168-1%$426.4K$429.8K+$3.5K2026-10-08
Csenge Advisory Group
DECREASED11,59233,629-22,037-66%$1.2M$412.0K-$757.3K2026-11-04
NWF Advisory Services Inc.
UNCHANGED10,75010,75000%$373.8K$382.1K+$8.3K2026-10-19
PFG Advisors
DECREASED10,63412,811-2,177-17%$445.4K$377.9K-$67.5K2026-10-16
Moors & Cabot, Inc.
DECREASED10,45010,750-300-3%$373.8K$371.4K-$2.4K2026-11-06
FWG Investments, Llc.
DECREASED9,5179,613-96-1%$334.2K$338.2K+$4.0K2026-11-03
Joseph P. Lucia & Associates, LLC
DECREASED9,0299,729-700-7%$338.3K$320.9K-$17.4K2026-10-30
Independent Financial Group, LLC
DECREASED8,54611,458-2,912-25%$398.4K$303.7K-$94.7K2026-10-13
Oppenheimer & Co Inc
DECREASED8,12380,319-72,196-90%$2.8M$288.7K-$2.5M2026-10-26
Carmel Capital Partners, LLC
UNCHANGED8,0008,00000%$278.2K$284.3K+$6.2K2026-11-03
Creative Planning
UNCHANGED7,1287,12800%$247.8K$253.3K+$5.5K2026-11-02
Patriot Financial Group Insurance Agency, LLC
UNCHANGED6,6786,67800%$232.2K$237.3K+$5.1K2026-10-14
BridgePort Financial Solutions, LLC
UNCHANGED5,9935,99300%$208.4K$213.0K+$4.6K2026-11-02
Decker Retirement Planning Inc.
UNCHANGED3,5333,53300%$122.8K$125.6K+$2.7K2026-10-19
Key Capital Management, Inc
INCREASED3,0692,748+321+12%$95.5K$109.1K+$13.5K2026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED2,7202,72000%$94.6K$96.7K+$2.1K2026-10-28
EverSource Wealth Advisors, LLC
NEW2,039—+2,039——$72.5K—2026-11-04
Creative Financial Designs Inc
INCREASED1,3841,382+2+0%$48.1K$49.2K+$1.1K2026-11-04
Evolution Wealth Management Inc.
INCREASED1,058924+134+15%$32.1K$37.6K+$5.5K2026-10-28
Blue Bell Private Wealth Management, LLC
DECREASED809858-49-6%$29.8K$28.8K-$1.1K2026-10-29
Rydar Equities, Inc.
NEW122—+122——$4.4K—2026-10-13
CoreCap Advisors, LLC
NEW88—+88——$3.1K—2026-10-08
Compass Financial Management LLC
UNCHANGED656500%$2.3K$2.3K+$172026-10-30
IFP Advisors, Inc
NEW7—+7——$249—2026-10-16
AE Wealth Management LLC
N/A—3,711,221-3,711,221-100%$129.0M———
Osaic Holdings, Inc.
N/A—282,561-282,561-100%$9.8M———
Allianz SE
N/A—193,052-193,052-100%$6.7M———
American Asset Management Inc.
N/A—146,366-146,366-100%$5.1M———
Envestnet Asset Management Inc
N/A—121,384-121,384-100%$4.2M———
Modern Wealth Management, LLC
N/A—104,160-104,160-100%$3.6M———
FSA Advisors, Inc.
N/A—81,195-81,195-100%$2.8M———
Susquehanna International Group, LLP
N/A—72,518-72,518-100%$2.5M———
Raymond James Financial Inc
N/A—59,937-59,937-100%$2.1M———
Cetera Investment Advisers
N/A—53,923-53,923-100%$1.9M———
GTS Financial, LLC
N/A—52,341-52,341-100%$1.7M———
World Investment Advisors
N/A—49,823-49,823-100%$1.7M———
Bcgm Wealth Management, LLC
N/A—38,018-38,018-100%$1.3M———
Harbour Investments, Inc.
N/A—25,677-25,677-100%$892.8K———
MML Investors Services, LLC
N/A—23,120-23,120-100%$803.9K———
BFC Planning, Inc.
N/A—22,655-22,655-100%$787.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—14,841-14,841-100%$516.0K———
IFG Advisory, LLC
N/A—10,968-10,968-100%$381.4K———
JPMorgan Chase & Co
N/A—10,426-10,426-100%$362.0K———
HRT Financial LP
N/A—8,010-8,010-100%$278.0K———
Westshore Wealth, LLC
N/A—7,636-7,636-100%$265.5K———
Global Retirement Partners, LLC
N/A—7,044-7,044-100%$244.9K———
Foundations Investment Advisors, LLC
N/A—6,921-6,921-100%$240.6K———
Aspire Capital Advisors LLC
N/A—6,066-6,066-100%$210.9K———
Innovative Asset Advisors Group, LLC
N/A—1,995-1,995-100%$69.4K———
ST Germain D J Co Inc
N/A—1,018-1,018-100%$35.4K———
Showing 81 of 81 institutions