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Alianzim US EQ Bfr20 Mar-Usd (MARW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares181,668 from 185,697
Change-4,029 (-2%)
Value$6.7M (-$5.7K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares135,252 from 231,904
Change-96,652 (-42%)
Value$5.0M (-$3.4M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares126,558 from 119,401
Change+7,157 (+6%)
Value$4.7M (+$355.8K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares44,174 from 13,042
Change+31,132 (+239%)
Value$1.6M (+$1.2M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares42,567 from 44,083
Change-1,516 (-3%)
Value$1.6M (-$22.0K)
Filed 2026-11-02
Castle Rock Wealth Management, LLC
DECREASED
Shares34,264 from 34,536
Change-272 (-1%)
Value$1.3M (+$23.2K)
Filed 2026-10-09
Spire Wealth Management
DECREASED
Shares31,131 from 33,401
Change-2,270 (-7%)
Value$1.1M (-$58.0K)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares29,669 from 29,908
Change-239 (-1%)
Value$1.1M (+$14.2K)
Filed 2026-10-08
JIM Saulnier & Associates, LLC
UNCHANGED
Shares19,597 from 19,597
Change0 (0%)
Value$722.7K (+$15.1K)
Filed 2026-11-04
PFG Advisors
DECREASED
Shares18,158 from 28,545
Change-10,387 (-36%)
Value$669.7K (-$361.1K)
Filed 2026-10-16
Cypress Wealth Services, LLC
UNCHANGED
Shares11,059 from 11,059
Change0 (0%)
Value$410.0K (+$10.7K)
Filed 2026-10-21
Advus Financial Partners, LLC
UNCHANGED
Shares10,887 from 10,887
Change0 (0%)
Value$401.5K (+$8.4K)
Filed 2026-10-20
Focus Financial Network, Inc.
UNCHANGED
Shares10,856 from 10,856
Change0 (0%)
Value$400.4K (+$8.4K)
Filed 2026-10-14
Independent Financial Group, LLC
UNCHANGED
Shares10,078 from 10,078
Change0 (0%)
Value$371.7K (+$7.8K)
Filed 2026-10-13
First Heartland Consultants, Inc.
DECREASED
Shares8,977 from 9,872
Change-895 (-9%)
Value$331.1K (-$25.4K)
Filed 2026-10-08
Sagespring Wealth Partners, LLC
UNCHANGED
Shares6,632 from 6,632
Change0 (0%)
Value$244.6K (+$5.1K)
Filed 2026-10-22
SAX Wealth Advisors, LLC
NEW
Shares5,685
Change+5,685
Value$209.7K
Filed 2026-10-13
Founders Financial Securities LLC
UNCHANGED
Shares5,555 from 5,555
Change0 (0%)
Value$204.9K (+$4.3K)
Filed 2026-10-28
Joseph P. Lucia & Associates, LLC
DECREASED
Shares5,424 from 5,674
Change-250 (-4%)
Value$200.0K (-$4.9K)
Filed 2026-10-30
Creative Financial Designs Inc
DECREASED
Shares3,091 from 3,158
Change-67 (-2%)
Value$114.0K (-$40)
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares2,280 from 2,280
Change0 (0%)
Value$84.1K (+$1.8K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED
Shares2,129 from 2,129
Change0 (0%)
Value$78.5K (+$1.6K)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares501 from 501
Change0 (0%)
Value$18.5K (+$386)
Filed 2026-10-29
IFP Advisors, Inc
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$8.5K (+$178)
Filed 2026-10-16
Financial Network Wealth Advisors LLC
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$6.4K (+$133)
Filed 2026-10-28
CoreCap Advisors, LLC
NEW
Shares84
Change+84
Value$3.1K
Filed 2026-10-08
Lloyd Advisory Services, Llc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$258 (+$5)
Filed 2026-11-02
Osaic Holdings, Inc.
N/A
Shares— from 190,706
Change-190,706 (-100%)
Value—
Allianz SE
N/A
Shares— from 189,457
Change-189,457 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 92,964
Change-92,964 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 60,715
Change-60,715 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 51,404
Change-51,404 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 51,209
Change-51,209 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 50,996
Change-50,996 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 38,593
Change-38,593 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 32,134
Change-32,134 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 28,498
Change-28,498 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 23,956
Change-23,956 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 19,896
Change-19,896 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,844
Change-12,844 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,881
Change-11,881 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 11,584
Change-11,584 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 10,108
Change-10,108 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 9,743
Change-9,743 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 8,677
Change-8,677 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 7,554
Change-7,554 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,037
Change-7,037 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,037
Change-7,037 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,780
Change-5,780 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,719
Change-5,719 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 4,504
Change-4,504 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,805
Change-2,805 (-100%)
Value—
Status
LPL Financial LLC
DECREASED181,668185,697-4,029-2%$6.7M$6.7M-$5.7K2026-11-06
Commonwealth Equity Services, LLC
DECREASED135,252231,904-96,652-42%$8.4M$5.0M-$3.4M2026-11-02
Kestra Advisory Services, LLC
INCREASED126,558119,401+7,157+6%$4.3M$4.7M+$355.8K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED44,17413,042+31,132+239%$470.9K$1.6M+$1.2M2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED42,56744,083-1,516-3%$1.6M$1.6M-$22.0K2026-11-02
Castle Rock Wealth Management, LLC
DECREASED34,26434,536-272-1%$1.2M$1.3M+$23.2K2026-10-09
Spire Wealth Management
DECREASED31,13133,401-2,270-7%$1.2M$1.1M-$58.0K2026-10-30
Farther Finance Advisors, LLC
DECREASED29,66929,908-239-1%$1.1M$1.1M+$14.2K2026-10-08
JIM Saulnier & Associates, LLC
UNCHANGED19,59719,59700%$707.6K$722.7K+$15.1K2026-11-04
PFG Advisors
DECREASED18,15828,545-10,387-36%$1.0M$669.7K-$361.1K2026-10-16
Cypress Wealth Services, LLC
UNCHANGED11,05911,05900%$399.3K$410.0K+$10.7K2026-10-21
Advus Financial Partners, LLC
UNCHANGED10,88710,88700%$393.1K$401.5K+$8.4K2026-10-20
Focus Financial Network, Inc.
UNCHANGED10,85610,85600%$392.0K$400.4K+$8.4K2026-10-14
Independent Financial Group, LLC
UNCHANGED10,07810,07800%$363.9K$371.7K+$7.8K2026-10-13
First Heartland Consultants, Inc.
DECREASED8,9779,872-895-9%$356.5K$331.1K-$25.4K2026-10-08
Sagespring Wealth Partners, LLC
UNCHANGED6,6326,63200%$239.5K$244.6K+$5.1K2026-10-22
SAX Wealth Advisors, LLC
NEW5,685—+5,685——$209.7K—2026-10-13
Founders Financial Securities LLC
UNCHANGED5,5555,55500%$200.6K$204.9K+$4.3K2026-10-28
Joseph P. Lucia & Associates, LLC
DECREASED5,4245,674-250-4%$204.9K$200.0K-$4.9K2026-10-30
Creative Financial Designs Inc
DECREASED3,0913,158-67-2%$114.0K$114.0K-$402026-11-04
Elevated Capital Advisors, LLC
UNCHANGED2,2802,28000%$82.3K$84.1K+$1.8K2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED2,1292,12900%$76.9K$78.5K+$1.6K2026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED50150100%$18.1K$18.5K+$3862026-10-29
IFP Advisors, Inc
UNCHANGED23123100%$8.3K$8.5K+$1782026-10-16
Financial Network Wealth Advisors LLC
UNCHANGED17317300%$6.2K$6.4K+$1332026-10-28
CoreCap Advisors, LLC
NEW84—+84——$3.1K—2026-10-08
Lloyd Advisory Services, Llc.
UNCHANGED7700%$253$258+$52026-11-02
Osaic Holdings, Inc.
N/A—190,706-190,706-100%$6.9M———
Allianz SE
N/A—189,457-189,457-100%$6.8M———
Cetera Investment Advisers
N/A—92,964-92,964-100%$3.4M———
Raymond James Financial Inc
N/A—60,715-60,715-100%$2.2M———
Susquehanna International Group, LLP
N/A—51,404-51,404-100%$1.9M———
Forty-three Eighteen Advisors, LLC
N/A—51,209-51,209-100%$1.8M———
Westshore Wealth, LLC
N/A—50,996-50,996-100%$1.8M———
Harbour Investments, Inc.
N/A—38,593-38,593-100%$1.4M———
World Investment Advisors
N/A—32,134-32,134-100%$1.2M———
Envestnet Asset Management Inc
N/A—28,498-28,498-100%$1.0M———
MML Investors Services, LLC
N/A—23,956-23,956-100%$865.0K———
GTS Financial, LLC
N/A—19,896-19,896-100%$647.3K———
Global Retirement Partners, LLC
N/A—12,844-12,844-100%$463.8K———
Arax Advisory Partners
N/A—11,881-11,881-100%$429.0K———
Centaurus Financial, Inc.
N/A—11,584-11,584-100%$418.0K———
Bcgm Wealth Management, LLC
N/A—10,108-10,108-100%$365.0K———
Fortis Capital Management LLC
N/A—9,743-9,743-100%$351.8K———
FreeGulliver LLC
N/A—8,677-8,677-100%$313.3K———
TAGStone Capital, Inc.
N/A—7,554-7,554-100%$272.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,037-7,037-100%$254.1K———
BFC Planning, Inc.
N/A—7,037-7,037-100%$254.1K———
Citadel Advisors LLC
N/A—5,780-5,780-100%$208.7K———
Goldman Sachs Group Inc
N/A—5,719-5,719-100%$206.5K———
Innovative Asset Advisors Group, LLC
N/A—4,504-4,504-100%$162.6K———
Royal Bank of Canada
N/A—3,600-3,600-100%$130.0K———
AE Wealth Management LLC
N/A—2,805-2,805-100%$101.3K———
Showing 53 of 53 institutions