IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Alianzim US EQ Bfr20 Feb-Usd (FEBW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
INCREASED
Shares294,054 from 271,861
Change+22,193 (+8%)
Value$10.7M (+$1.0M)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares289,643 from 293,322
Change-3,679 (-1%)
Value$10.5M (+$101.0K)
Filed 2026-11-06
POM Investment Strategies, LLC
INCREASED
Shares212,427 from 203,177
Change+9,250 (+5%)
Value$7.7M (+$498.7K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares195,060 from 242,499
Change-47,439 (-20%)
Value$7.1M (-$1.5M)
Filed 2026-11-02
Wellment Financial
INCREASED
Shares150,133 from 142,672
Change+7,461 (+5%)
Value$5.5M (+$385.3K)
Filed 2026-10-28
Outlook Wealth Advisors, LLC
DECREASED
Shares107,081 from 108,127
Change-1,046 (-1%)
Value$3.9M (+$48.5K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares75,358 from 8,874
Change+66,484 (+749%)
Value$2.7M (+$2.4M)
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares66,484 from 85,018
Change-18,534 (-22%)
Value$2.4M (-$605.5K)
Filed 2026-10-30
Networth Advisors, LLC
DECREASED
Shares58,776 from 60,456
Change-1,680 (-3%)
Value$2.1M (-$12.7K)
Filed 2026-11-03
Integrated Wealth Management
INCREASED
Shares58,388 from 54,581
Change+3,807 (+7%)
Value$2.1M (+$182.0K)
Filed 2026-10-19
Focus Financial Network, Inc.
INCREASED
Shares36,486 from 36,456
Change+30 (+0%)
Value$1.3M (+$30.3K)
Filed 2026-10-14
JIM Saulnier & Associates, LLC
UNCHANGED
Shares34,981 from 34,981
Change0 (0%)
Value$1.3M (+$28.0K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
INCREASED
Shares26,897 from 24,857
Change+2,040 (+8%)
Value$977.4K (+$94.0K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares24,170 from 23,993
Change+177 (+1%)
Value$878.3K (+$25.6K)
Filed 2026-10-08
Joseph P. Lucia & Associates, LLC
DECREASED
Shares23,325 from 23,380
Change-55 (0%)
Value$847.6K (+$16.7K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares23,169 from 27,638
Change-4,469 (-16%)
Value$842.0K (-$140.0K)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
DECREASED
Shares21,669 from 23,453
Change-1,784 (-8%)
Value$787.5K (-$46.1K)
Filed 2026-11-04
First Heartland Consultants, Inc.
DECREASED
Shares20,981 from 21,597
Change-616 (-3%)
Value$762.5K (-$5.1K)
Filed 2026-10-08
Blackston Financial Advisory Group, LLC
DECREASED
Shares20,820 from 20,867
Change-47 (0%)
Value$756.6K (+$15.0K)
Filed 2026-11-04
Smart Wealth LLC
DECREASED
Shares16,302 from 16,812
Change-510 (-3%)
Value$592.4K (-$5.1K)
Filed 2026-11-04
Mosley Wealth Management
INCREASED
Shares15,241 from 10,377
Change+4,864 (+47%)
Value$557.3K (+$188.5K)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares14,759 from 18,479
Change-3,720 (-20%)
Value$536.3K (-$120.4K)
Filed 2026-10-13
SRH Advisors, LLC
UNCHANGED
Shares14,500 from 14,500
Change0 (0%)
Value$526.9K (+$11.6K)
Filed 2026-10-22
Castle Rock Wealth Management, LLC
UNCHANGED
Shares8,536 from 8,536
Change0 (0%)
Value$312.2K (+$8.6K)
Filed 2026-10-09
Secure Asset Management, LLC
UNCHANGED
Shares8,001 from 8,001
Change0 (0%)
Value$290.8K (+$6.4K)
Filed 2026-10-19
Moors & Cabot, Inc.
DECREASED
Shares7,550 from 7,650
Change-100 (-1%)
Value$274.4K (+$2.5K)
Filed 2026-11-06
Quest 10 Wealth Builders, Inc.
INCREASED
Shares5,826 from 5,074
Change+752 (+15%)
Value$211.7K (+$31.4K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares5,707 from 5,707
Change0 (0%)
Value$207.4K (+$4.6K)
Filed 2026-10-08
Lanark Financial, Inc.
UNCHANGED
Shares4,673 from 4,673
Change0 (0%)
Value$169.8K (+$3.7K)
Filed 2026-10-26
Blue Bell Private Wealth Management, LLC
DECREASED
Shares3,219 from 3,312
Change-93 (-3%)
Value$117.0K (-$730)
Filed 2026-10-29
Key Capital Management, Inc
INCREASED
Shares1,743 from 1,555
Change+188 (+12%)
Value$63.3K (+$8.1K)
Filed 2026-11-03
IFP Advisors, Inc
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$40.0K (+$880)
Filed 2026-10-16
Kingdom Financial Group Llc.
DECREASED
Shares822 from 830
Change-8 (-1%)
Value$29.9K (+$373)
Filed 2026-11-04
Decker Retirement Planning Inc.
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$22.7K (+$500)
Filed 2026-10-19
PFS Partners, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$21.8K (+$480)
Filed 2026-10-21
Evolution Wealth Management Inc.
INCREASED
Shares599 from 526
Change+73 (+14%)
Value$21.8K (+$3.1K)
Filed 2026-10-28
Montgomery Financial Services LLC
NEW
Shares473
Change+473
Value$17.2K
Filed 2026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$12.5K (+$276)
Filed 2026-10-28
Assetmark, Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$9.1K (+$200)
Filed 2026-10-21
CoreCap Advisors, LLC
NEW
Shares86
Change+86
Value$3.1K
Filed 2026-10-08
Csenge Advisory Group
CLOSED
Shares0 from 13,660
Change-13,660 (-100%)
Value$0 (-$485.5K)
Filed 2026-11-04
AE Wealth Management LLC
N/A
Shares— from 938,280
Change-938,280 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 254,242
Change-254,242 (-100%)
Value—
Allianz SE
N/A
Shares— from 191,866
Change-191,866 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 140,875
Change-140,875 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 107,751
Change-107,751 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 73,583
Change-73,583 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 56,841
Change-56,841 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 56,491
Change-56,491 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 48,188
Change-48,188 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 40,315
Change-40,315 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 37,346
Change-37,346 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 29,375
Change-29,375 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 28,856
Change-28,856 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 26,417
Change-26,417 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 22,579
Change-22,579 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 19,182
Change-19,182 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,765
Change-14,765 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 13,775
Change-13,775 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 13,571
Change-13,571 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 11,141
Change-11,141 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 8,230
Change-8,230 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 7,190
Change-7,190 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 6,833
Change-6,833 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,463
Change-6,463 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 5,635
Change-5,635 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,612
Change-5,612 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 4,904
Change-4,904 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,633
Change-2,633 (-100%)
Value—
UBS Group AG
N/A
Shares— from 724
Change-724 (-100%)
Value—
Status
Kestra Advisory Services, LLC
INCREASED294,054271,861+22,193+8%$9.7M$10.7M+$1.0M2026-11-02
LPL Financial LLC
DECREASED289,643293,322-3,679-1%$10.4M$10.5M+$101.0K2026-11-06
POM Investment Strategies, LLC
INCREASED212,427203,177+9,250+5%$7.2M$7.7M+$498.7K2026-10-20
Commonwealth Equity Services, LLC
DECREASED195,060242,499-47,439-20%$8.6M$7.1M-$1.5M2026-11-02
Wellment Financial
INCREASED150,133142,672+7,461+5%$5.1M$5.5M+$385.3K2026-10-28
Outlook Wealth Advisors, LLC
DECREASED107,081108,127-1,046-1%$3.8M$3.9M+$48.5K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED75,3588,874+66,484+749%$315.4K$2.7M+$2.4M2026-10-16
Spire Wealth Management
DECREASED66,48485,018-18,534-22%$3.0M$2.4M-$605.5K2026-10-30
Networth Advisors, LLC
DECREASED58,77660,456-1,680-3%$2.1M$2.1M-$12.7K2026-11-03
Integrated Wealth Management
INCREASED58,38854,581+3,807+7%$1.9M$2.1M+$182.0K2026-10-19
Focus Financial Network, Inc.
INCREASED36,48636,456+30+0%$1.3M$1.3M+$30.3K2026-10-14
JIM Saulnier & Associates, LLC
UNCHANGED34,98134,98100%$1.2M$1.3M+$28.0K2026-11-04
Lloyd Advisory Services, Llc.
INCREASED26,89724,857+2,040+8%$883.4K$977.4K+$94.0K2026-11-02
Farther Finance Advisors, LLC
INCREASED24,17023,993+177+1%$852.7K$878.3K+$25.6K2026-10-08
Joseph P. Lucia & Associates, LLC
DECREASED23,32523,380-550%$830.9K$847.6K+$16.7K2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED23,16927,638-4,469-16%$982.0K$842.0K-$140.0K2026-11-02
Tounjian Advisory Partners, LLC
DECREASED21,66923,453-1,784-8%$833.5K$787.5K-$46.1K2026-11-04
First Heartland Consultants, Inc.
DECREASED20,98121,597-616-3%$767.6K$762.5K-$5.1K2026-10-08
Blackston Financial Advisory Group, LLC
DECREASED20,82020,867-470%$741.6K$756.6K+$15.0K2026-11-04
Smart Wealth LLC
DECREASED16,30216,812-510-3%$597.5K$592.4K-$5.1K2026-11-04
Mosley Wealth Management
INCREASED15,24110,377+4,864+47%$368.8K$557.3K+$188.5K2026-10-16
Independent Financial Group, LLC
DECREASED14,75918,479-3,720-20%$656.7K$536.3K-$120.4K2026-10-13
SRH Advisors, LLC
UNCHANGED14,50014,50000%$515.3K$526.9K+$11.6K2026-10-22
Castle Rock Wealth Management, LLC
UNCHANGED8,5368,53600%$303.7K$312.2K+$8.6K2026-10-09
Secure Asset Management, LLC
UNCHANGED8,0018,00100%$284.4K$290.8K+$6.4K2026-10-19
Moors & Cabot, Inc.
DECREASED7,5507,650-100-1%$271.9K$274.4K+$2.5K2026-11-06
Quest 10 Wealth Builders, Inc.
INCREASED5,8265,074+752+15%$180.3K$211.7K+$31.4K2026-11-02
Avidian Wealth Enterprises, LLC
UNCHANGED5,7075,70700%$202.8K$207.4K+$4.6K2026-10-08
Lanark Financial, Inc.
UNCHANGED4,6734,67300%$166.1K$169.8K+$3.7K2026-10-26
Blue Bell Private Wealth Management, LLC
DECREASED3,2193,312-93-3%$117.7K$117.0K-$7302026-10-29
Key Capital Management, Inc
INCREASED1,7431,555+188+12%$55.3K$63.3K+$8.1K2026-11-03
IFP Advisors, Inc
UNCHANGED1,1001,10000%$39.1K$40.0K+$8802026-10-16
Kingdom Financial Group Llc.
DECREASED822830-8-1%$29.5K$29.9K+$3732026-11-04
Decker Retirement Planning Inc.
UNCHANGED62562500%$22.2K$22.7K+$5002026-10-19
PFS Partners, LLC
UNCHANGED60060000%$21.3K$21.8K+$4802026-10-21
Evolution Wealth Management Inc.
INCREASED599526+73+14%$18.7K$21.8K+$3.1K2026-10-28
Montgomery Financial Services LLC
NEW473—+473——$17.2K—2026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED34534500%$12.3K$12.5K+$2762026-10-28
Assetmark, Inc
UNCHANGED25025000%$8.9K$9.1K+$2002026-10-21
CoreCap Advisors, LLC
NEW86—+86——$3.1K—2026-10-08
Csenge Advisory Group
CLOSED013,660-13,660-100%$485.5K$0-$485.5K2026-11-04
AE Wealth Management LLC
N/A—938,280-938,280-100%$33.3M———
Osaic Holdings, Inc.
N/A—254,242-254,242-100%$9.0M———
Allianz SE
N/A—191,866-191,866-100%$6.8M———
American Asset Management Inc.
N/A—140,875-140,875-100%$5.0M———
Raymond James Financial Inc
N/A—107,751-107,751-100%$3.8M———
Cetera Investment Advisers
N/A—73,583-73,583-100%$2.6M———
World Investment Advisors
N/A—56,841-56,841-100%$2.0M———
Harbour Investments, Inc.
N/A—56,491-56,491-100%$2.0M———
Susquehanna International Group, LLP
N/A—48,188-48,188-100%$1.7M———
FSA Advisors, Inc.
N/A—40,315-40,315-100%$1.4M———
BFC Planning, Inc.
N/A—37,346-37,346-100%$1.3M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—29,375-29,375-100%$1.0M———
Envestnet Asset Management Inc
N/A—28,856-28,856-100%$1.0M———
Forty-three Eighteen Advisors, LLC
N/A—26,417-26,417-100%$938.9K———
Old Mission Capital LLC
N/A—22,579-22,579-100%$802.5K———
Fortis Capital Management LLC
N/A—19,182-19,182-100%$681.7K———
MML Investors Services, LLC
N/A—14,765-14,765-100%$524.8K———
Tyche Wealth Partners LLC
N/A—13,775-13,775-100%$489.6K———
Stonebridge Financial Group, LLC / MO
N/A—13,571-13,571-100%$482.3K———
Westshore Wealth, LLC
N/A—11,141-11,141-100%$396.0K———
Foundations Investment Advisors, LLC
N/A—8,230-8,230-100%$292.5K———
Access Financial Services, Inc.
N/A—7,190-7,190-100%$255.5K———
Modern Wealth Management, LLC
N/A—6,833-6,833-100%$242.9K———
Global Retirement Partners, LLC
N/A—6,463-6,463-100%$229.7K———
Gallagher Fiduciary Advisors, LLC
N/A—5,635-5,635-100%$200.3K———
Kintra Wealth, LLC
N/A—5,612-5,612-100%$203.0K———
Luminist Capital LLC
N/A—4,904-4,904-100%$174.3K———
Innovative Asset Advisors Group, LLC
N/A—2,633-2,633-100%$93.6K———
UBS Group AG
N/A—724-724-100%$25.7K———
Showing 70 of 70 institutions