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Alianzim US EQ Bfr20 Dec-Usd (DECW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares409,359 from 623,186
Change-213,827 (-34%)
Value$15.0M (-$7.3M)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares228,227 from 232,172
Change-3,945 (-2%)
Value$8.3M (+$59.0K)
Filed 2026-11-06
Access Financial Services, Inc.
DECREASED
Shares205,851 from 220,052
Change-14,201 (-6%)
Value$7.5M (-$326.2K)
Filed 2026-11-09
POM Investment Strategies, LLC
INCREASED
Shares192,783 from 185,426
Change+7,357 (+4%)
Value$7.0M (+$430.9K)
Filed 2026-10-20
Wellment Financial
INCREASED
Shares136,464 from 129,916
Change+6,548 (+5%)
Value$5.0M (+$352.8K)
Filed 2026-10-28
Kestra Advisory Services, LLC
DECREASED
Shares132,549 from 138,677
Change-6,128 (-4%)
Value$4.8M (-$102.5K)
Filed 2026-11-02
Outlook Wealth Advisors, LLC
DECREASED
Shares97,829 from 100,801
Change-2,972 (-3%)
Value$3.6M (-$20.4K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares75,807 from 7,784
Change+68,023 (+874%)
Value$2.8M (+$2.5M)
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares68,032 from 72,279
Change-4,247 (-6%)
Value$2.5M (-$92.2K)
Filed 2026-10-30
Networth Advisors, LLC
DECREASED
Shares53,493 from 55,130
Change-1,637 (-3%)
Value$2.0M (-$11.6K)
Filed 2026-11-03
Integrated Wealth Management
INCREASED
Shares53,164 from 49,676
Change+3,488 (+7%)
Value$1.9M (+$170.9K)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares47,295 from 47,768
Change-473 (-1%)
Value$1.7M (+$24.5K)
Filed 2026-10-08
Aegis Wealth Management, Inc.
INCREASED
Shares41,031 from 39,855
Change+1,176 (+3%)
Value$1.5M (+$77.8K)
Filed 2026-10-26
Focus Financial Network, Inc.
DECREASED
Shares33,774 from 33,844
Change-70 (0%)
Value$1.2M (+$27.0K)
Filed 2026-10-14
Harbour Investments, Inc.
DECREASED
Shares32,442 from 34,002
Change-1,560 (-5%)
Value$1.2M (-$27.2K)
Filed 2026-11-09
First Heartland Consultants, Inc.
DECREASED
Shares30,763 from 30,831
Change-68 (0%)
Value$1.1M (+$24.5K)
Filed 2026-10-08
Lloyd Advisory Services, Llc.
INCREASED
Shares28,972 from 27,102
Change+1,870 (+7%)
Value$1.1M (+$92.0K)
Filed 2026-11-02
Cypress Wealth Services, LLC
DECREASED
Shares21,613 from 24,866
Change-3,253 (-13%)
Value$794.6K (-$91.9K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares20,784 from 19,956
Change+828 (+4%)
Value$759.0K (+$48.0K)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
DECREASED
Shares20,012 from 21,690
Change-1,678 (-8%)
Value$730.9K (-$42.3K)
Filed 2026-11-04
Blackston Financial Advisory Group, LLC
DECREASED
Shares18,952 from 18,998
Change-46 (0%)
Value$692.2K (+$14.9K)
Filed 2026-11-04
Mosley Wealth Management
INCREASED
Shares17,028 from 13,195
Change+3,833 (+29%)
Value$626.0K (+$155.6K)
Filed 2026-10-16
Smart Wealth LLC
DECREASED
Shares16,150 from 16,633
Change-483 (-3%)
Value$589.9K (-$3.1K)
Filed 2026-11-04
AdvisorNet Financial, Inc
UNCHANGED
Shares13,985 from 13,985
Change0 (0%)
Value$513.0K (+$14.4K)
Filed 2026-10-15
Blue Water Asset Management
UNCHANGED
Shares13,664 from 13,664
Change0 (0%)
Value$499.1K (+$12.0K)
Filed 2026-11-04
Elevation Wealth Management LLC
UNCHANGED
Shares12,176 from 12,176
Change0 (0%)
Value$444.7K (+$10.7K)
Filed 2026-11-02
Merit Financial Group, LLC
UNCHANGED
Shares11,649 from 11,649
Change0 (0%)
Value$425.5K (+$10.2K)
Filed 2026-11-06
Creative Planning
UNCHANGED
Shares11,380 from 11,380
Change0 (0%)
Value$415.7K (+$10.0K)
Filed 2026-11-02
Advus Financial Partners, LLC
UNCHANGED
Shares11,355 from 11,355
Change0 (0%)
Value$414.7K (+$9.9K)
Filed 2026-10-20
Long Island Wealth Management, Inc.
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$401.8K (+$9.6K)
Filed 2026-10-20
PFG Advisors
DECREASED
Shares10,283 from 19,137
Change-8,854 (-46%)
Value$375.6K (-$306.6K)
Filed 2026-10-16
Independent Financial Group, LLC
UNCHANGED
Shares9,774 from 9,774
Change0 (0%)
Value$357.0K (+$8.6K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares9,414 from 9,138
Change+276 (+3%)
Value$343.8K (+$18.1K)
Filed 2026-10-13
Grantvest Financial Group LLC
DECREASED
Shares8,231 from 9,369
Change-1,138 (-12%)
Value$300.6K (-$33.4K)
Filed 2026-10-21
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares8,069 from 8,069
Change0 (0%)
Value$294.7K (+$7.1K)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares7,855 from 10,795
Change-2,940 (-27%)
Value$286.9K (-$97.9K)
Filed 2026-10-14
TAGStone Capital, Inc.
UNCHANGED
Shares6,860 from 6,860
Change0 (0%)
Value$250.6K (+$6.0K)
Filed 2026-11-09
Koshinski Asset Management, Inc.
DECREASED
Shares6,805 from 7,045
Change-240 (-3%)
Value$248.6K (-$2.6K)
Filed 2026-10-29
Castle Rock Wealth Management, LLC
UNCHANGED
Shares6,729 from 6,729
Change0 (0%)
Value$247.4K (+$7.6K)
Filed 2026-10-09
Quest 10 Wealth Builders, Inc.
INCREASED
Shares5,300 from 4,623
Change+677 (+15%)
Value$193.6K (+$28.8K)
Filed 2026-11-02
Kingdom Financial Group Llc.
DECREASED
Shares3,862 from 3,873
Change-11 (0%)
Value$141.1K (+$3.0K)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares3,669 from 6,253
Change-2,584 (-41%)
Value$134.0K (-$91.3K)
Filed 2026-10-30
Creative Financial Designs Inc
UNCHANGED
Shares3,106 from 3,106
Change0 (0%)
Value$113.4K (+$2.7K)
Filed 2026-11-04
Key Capital Management, Inc
INCREASED
Shares1,591 from 1,421
Change+170 (+12%)
Value$58.1K (+$7.5K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares1,566 from 1,661
Change-95 (-6%)
Value$57.2K (-$2.0K)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,105 from 1,105
Change0 (0%)
Value$40.4K (+$966)
Filed 2026-10-23
Lanark Financial, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$29.2K (+$700)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED
Shares719 from 719
Change0 (0%)
Value$26.3K (+$629)
Filed 2026-11-04
Decker Retirement Planning Inc.
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$20.8K (+$498)
Filed 2026-10-19
Evolution Wealth Management Inc.
INCREASED
Shares543 from 477
Change+66 (+14%)
Value$19.8K (+$2.8K)
Filed 2026-10-28
Geneos Wealth Management Inc.
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$19.6K (+$469)
Filed 2026-11-09
Montgomery Financial Services LLC
NEW
Shares426
Change+426
Value$15.6K
Filed 2026-11-03
IFG Advisory, LLC
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$11.8K (+$283)
Filed 2026-11-09
Elevated Capital Advisors, LLC
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$9.9K (+$238)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$4.7K (+$113)
Filed 2026-10-21
CoreCap Advisors, LLC
NEW
Shares85
Change+85
Value$3.1K
Filed 2026-10-08
Csenge Advisory Group
CLOSED
Shares0 from 13,263
Change-13,263 (-100%)
Value$0 (-$472.8K)
Filed 2026-11-04
Allegheny Financial Group
CLOSED
Shares0 from 5,894
Change-5,894 (-100%)
Value$0 (-$210.2K)
Filed 2026-11-05
AE Wealth Management LLC
N/A
Shares— from 897,549
Change-897,549 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 320,645
Change-320,645 (-100%)
Value—
Allianz SE
N/A
Shares— from 193,251
Change-193,251 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 161,052
Change-161,052 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 148,068
Change-148,068 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 98,337
Change-98,337 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 38,448
Change-38,448 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,324
Change-34,324 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 33,057
Change-33,057 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 25,223
Change-25,223 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 22,368
Change-22,368 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 20,314
Change-20,314 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 19,983
Change-19,983 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 17,708
Change-17,708 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 14,723
Change-14,723 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 13,179
Change-13,179 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 12,306
Change-12,306 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,544
Change-11,544 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 10,750
Change-10,750 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,520
Change-10,520 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,335
Change-10,335 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 9,729
Change-9,729 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,071
Change-7,071 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 5,993
Change-5,993 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 337
Change-337 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 229
Change-229 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED409,359623,186-213,827-34%$22.2M$15.0M-$7.3M2026-11-02
LPL Financial LLC
DECREASED228,227232,172-3,945-2%$8.3M$8.3M+$59.0K2026-11-06
Access Financial Services, Inc.
DECREASED205,851220,052-14,201-6%$7.8M$7.5M-$326.2K2026-11-09
POM Investment Strategies, LLC
INCREASED192,783185,426+7,357+4%$6.6M$7.0M+$430.9K2026-10-20
Wellment Financial
INCREASED136,464129,916+6,548+5%$4.6M$5.0M+$352.8K2026-10-28
Kestra Advisory Services, LLC
DECREASED132,549138,677-6,128-4%$4.9M$4.8M-$102.5K2026-11-02
Outlook Wealth Advisors, LLC
DECREASED97,829100,801-2,972-3%$3.6M$3.6M-$20.4K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED75,8077,784+68,023+874%$277.5K$2.8M+$2.5M2026-10-16
Spire Wealth Management
DECREASED68,03272,279-4,247-6%$2.6M$2.5M-$92.2K2026-10-30
Networth Advisors, LLC
DECREASED53,49355,130-1,637-3%$2.0M$2.0M-$11.6K2026-11-03
Integrated Wealth Management
INCREASED53,16449,676+3,488+7%$1.8M$1.9M+$170.9K2026-10-19
Farther Finance Advisors, LLC
DECREASED47,29547,768-473-1%$1.7M$1.7M+$24.5K2026-10-08
Aegis Wealth Management, Inc.
INCREASED41,03139,855+1,176+3%$1.4M$1.5M+$77.8K2026-10-26
Focus Financial Network, Inc.
DECREASED33,77433,844-700%$1.2M$1.2M+$27.0K2026-10-14
Harbour Investments, Inc.
DECREASED32,44234,002-1,560-5%$1.2M$1.2M-$27.2K2026-11-09
First Heartland Consultants, Inc.
DECREASED30,76330,831-680%$1.1M$1.1M+$24.5K2026-10-08
Lloyd Advisory Services, Llc.
INCREASED28,97227,102+1,870+7%$966.2K$1.1M+$92.0K2026-11-02
Cypress Wealth Services, LLC
DECREASED21,61324,866-3,253-13%$886.5K$794.6K-$91.9K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED20,78419,956+828+4%$711.0K$759.0K+$48.0K2026-11-02
Tounjian Advisory Partners, LLC
DECREASED20,01221,690-1,678-8%$773.3K$730.9K-$42.3K2026-11-04
Blackston Financial Advisory Group, LLC
DECREASED18,95218,998-460%$677.3K$692.2K+$14.9K2026-11-04
Mosley Wealth Management
INCREASED17,02813,195+3,833+29%$470.4K$626.0K+$155.6K2026-10-16
Smart Wealth LLC
DECREASED16,15016,633-483-3%$593.0K$589.9K-$3.1K2026-11-04
AdvisorNet Financial, Inc
UNCHANGED13,98513,98500%$498.6K$513.0K+$14.4K2026-10-15
Blue Water Asset Management
UNCHANGED13,66413,66400%$487.1K$499.1K+$12.0K2026-11-04
Elevation Wealth Management LLC
UNCHANGED12,17612,17600%$434.1K$444.7K+$10.7K2026-11-02
Merit Financial Group, LLC
UNCHANGED11,64911,64900%$415.3K$425.5K+$10.2K2026-11-06
Creative Planning
UNCHANGED11,38011,38000%$405.7K$415.7K+$10.0K2026-11-02
Advus Financial Partners, LLC
UNCHANGED11,35511,35500%$404.8K$414.7K+$9.9K2026-10-20
Long Island Wealth Management, Inc.
UNCHANGED11,00011,00000%$392.2K$401.8K+$9.6K2026-10-20
PFG Advisors
DECREASED10,28319,137-8,854-46%$682.2K$375.6K-$306.6K2026-10-16
Independent Financial Group, LLC
UNCHANGED9,7749,77400%$348.5K$357.0K+$8.6K2026-10-13
Signal Advisors Wealth, LLC
INCREASED9,4149,138+276+3%$325.8K$343.8K+$18.1K2026-10-13
Grantvest Financial Group LLC
DECREASED8,2319,369-1,138-12%$334.0K$300.6K-$33.4K2026-10-21
Joseph P. Lucia & Associates, LLC
UNCHANGED8,0698,06900%$287.7K$294.7K+$7.1K2026-10-30
Patriot Financial Group Insurance Agency, LLC
DECREASED7,85510,795-2,940-27%$384.8K$286.9K-$97.9K2026-10-14
TAGStone Capital, Inc.
UNCHANGED6,8606,86000%$244.6K$250.6K+$6.0K2026-11-09
Koshinski Asset Management, Inc.
DECREASED6,8057,045-240-3%$251.2K$248.6K-$2.6K2026-10-29
Castle Rock Wealth Management, LLC
UNCHANGED6,7296,72900%$239.8K$247.4K+$7.6K2026-10-09
Quest 10 Wealth Builders, Inc.
INCREASED5,3004,623+677+15%$164.8K$193.6K+$28.8K2026-11-02
Kingdom Financial Group Llc.
DECREASED3,8623,873-110%$138.1K$141.1K+$3.0K2026-11-04
Compass Financial Management LLC
DECREASED3,6696,253-2,584-41%$225.3K$134.0K-$91.3K2026-10-30
Creative Financial Designs Inc
UNCHANGED3,1063,10600%$110.7K$113.4K+$2.7K2026-11-04
Key Capital Management, Inc
INCREASED1,5911,421+170+12%$50.7K$58.1K+$7.5K2026-11-03
IFP Advisors, Inc
DECREASED1,5661,661-95-6%$59.2K$57.2K-$2.0K2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED1,1051,10500%$39.4K$40.4K+$9662026-10-23
Lanark Financial, Inc.
UNCHANGED80080000%$28.5K$29.2K+$7002026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED71971900%$25.6K$26.3K+$6292026-11-04
Decker Retirement Planning Inc.
UNCHANGED56956900%$20.3K$20.8K+$4982026-10-19
Evolution Wealth Management Inc.
INCREASED543477+66+14%$17.0K$19.8K+$2.8K2026-10-28
Geneos Wealth Management Inc.
UNCHANGED53653600%$19.1K$19.6K+$4692026-11-09
Montgomery Financial Services LLC
NEW426—+426——$15.6K—2026-11-03
IFG Advisory, LLC
UNCHANGED32432400%$11.6K$11.8K+$2832026-11-09
Elevated Capital Advisors, LLC
UNCHANGED27227200%$9.7K$9.9K+$2382026-11-04
Assetmark, Inc
UNCHANGED13013000%$4.6K$4.7K+$1132026-10-21
CoreCap Advisors, LLC
NEW85—+85——$3.1K—2026-10-08
Csenge Advisory Group
CLOSED013,263-13,263-100%$472.8K$0-$472.8K2026-11-04
Allegheny Financial Group
CLOSED05,894-5,894-100%$210.2K$0-$210.2K2026-11-05
AE Wealth Management LLC
N/A—897,549-897,549-100%$32.0M———
Osaic Holdings, Inc.
N/A—320,645-320,645-100%$11.4M———
Allianz SE
N/A—193,251-193,251-100%$6.9M———
American Asset Management Inc.
N/A—161,052-161,052-100%$5.7M———
Raymond James Financial Inc
N/A—148,068-148,068-100%$5.3M———
Cetera Investment Advisers
N/A—98,337-98,337-100%$3.5M———
FSA Advisors, Inc.
N/A—38,448-38,448-100%$1.4M———
Susquehanna International Group, LLP
N/A—34,324-34,324-100%$1.2M———
World Investment Advisors
N/A—33,057-33,057-100%$1.2M———
Westshore Wealth, LLC
N/A—25,223-25,223-100%$899.2K———
BFC Planning, Inc.
N/A—22,368-22,368-100%$797.4K———
Envestnet Asset Management Inc
N/A—20,314-20,314-100%$724.2K———
AssuredPartners Investment Advisors, LLC
N/A—19,983-19,983-100%$712.4K———
Old Mission Capital LLC
N/A—17,708-17,708-100%$631.3K———
Centaurus Financial, Inc.
N/A—14,723-14,723-100%$525.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—13,179-13,179-100%$469.8K———
Innovative Asset Advisors Group, LLC
N/A—12,306-12,306-100%$438.7K———
Citadel Advisors LLC
N/A—11,544-11,544-100%$411.5K———
Tyche Wealth Partners LLC
N/A—11,000-11,000-100%$392.2K———
Garden State Investment Advisory Services LLC
N/A—10,750-10,750-100%$383.2K———
JPMorgan Chase & Co
N/A—10,520-10,520-100%$373.9K———
MML Investors Services, LLC
N/A—10,335-10,335-100%$368.4K———
HRT Financial LP
N/A—9,729-9,729-100%$346.0K———
Bank of America Corp
N/A—7,071-7,071-100%$252.1K———
Advisory Alpha, LLC
N/A—5,993-5,993-100%$213.7K———
Ankerstar Wealth, LLC
N/A—3,611-3,611-100%$128.7K———
Royal Bank of Canada
N/A—1,138-1,138-100%$41.0K———
ST Germain D J Co Inc
N/A—1,077-1,077-100%$38.4K———
Coppell Advisory Solutions LLC
N/A—337-337-100%$3.7M———
Northwestern Mutual Wealth Management Co
N/A—229-229-100%$8.2K———
Showing 88 of 88 institutions