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Alianzim US EQ Bfr20 Jan-Usd (JANW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares490,084 from 576,590
Change-86,506 (-15%)
Value$19.4M (-$2.9M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares274,526 from 267,032
Change+7,494 (+3%)
Value$10.9M (+$532.7K)
Filed 2026-11-06
POM Investment Strategies, LLC
INCREASED
Shares226,614 from 217,199
Change+9,415 (+4%)
Value$9.0M (+$564.6K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares202,797 from 176,060
Change+26,737 (+15%)
Value$8.0M (+$1.2M)
Filed 2026-11-02
Guardian Capital, LLC
INCREASED
Shares170,584 from 144,365
Change+26,219 (+18%)
Value$6.7M (+$1.2M)
Filed 2026-11-06
Wellment Financial
INCREASED
Shares160,007 from 152,142
Change+7,865 (+5%)
Value$6.3M (+$445.7K)
Filed 2026-10-28
Outlook Wealth Advisors, LLC
DECREASED
Shares114,676 from 118,060
Change-3,384 (-3%)
Value$4.5M (-$29.4K)
Filed 2026-10-28
Long Island Wealth Management, Inc.
DECREASED
Shares93,363 from 94,923
Change-1,560 (-2%)
Value$3.7M (+$22.3K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares81,268 from 19,517
Change+61,751 (+316%)
Value$3.2M (+$2.5M)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares66,305 from 64,009
Change+2,296 (+4%)
Value$2.6M (+$147.5K)
Filed 2026-10-08
Networth Advisors, LLC
DECREASED
Shares62,545 from 64,401
Change-1,856 (-3%)
Value$2.5M (-$16.5K)
Filed 2026-11-03
Integrated Wealth Management
INCREASED
Shares62,134 from 58,136
Change+3,998 (+7%)
Value$2.5M (+$209.6K)
Filed 2026-10-19
Spire Wealth Management
DECREASED
Shares59,954 from 69,662
Change-9,708 (-14%)
Value$2.4M (-$322.0K)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares59,920 from 59,923
Change-3 (0%)
Value$2.4M (+$52.9K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares47,400 from 47,875
Change-475 (-1%)
Value$1.9M (+$23.0K)
Filed 2026-11-02
Joseph P. Lucia & Associates, LLC
DECREASED
Shares44,225 from 44,755
Change-530 (-1%)
Value$1.7M (+$18.6K)
Filed 2026-10-30
Blue Water Asset Management
DECREASED
Shares43,983 from 44,490
Change-507 (-1%)
Value$1.7M (+$19.3K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
INCREASED
Shares32,142 from 29,911
Change+2,231 (+7%)
Value$1.3M (+$114.7K)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares32,057 from 31,789
Change+268 (+1%)
Value$1.3M (+$24.6K)
Filed 2026-10-23
Castle Rock Wealth Management, LLC
DECREASED
Shares31,242 from 31,422
Change-180 (-1%)
Value$1.2M (+$28.0K)
Filed 2026-10-09
Grantvest Financial Group LLC
DECREASED
Shares30,465 from 34,428
Change-3,963 (-12%)
Value$1.2M (-$126.3K)
Filed 2026-10-21
Nations Financial Group Inc,
DECREASED
Shares24,613 from 24,724
Change-111 (0%)
Value$973.7K (+$17.5K)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
DECREASED
Shares23,435 from 25,393
Change-1,958 (-8%)
Value$927.1K (-$55.0K)
Filed 2026-11-04
Midwest Financial Network, LLC
DECREASED
Shares22,655 from 25,636
Change-2,981 (-12%)
Value$896.2K (-$95.3K)
Filed 2026-10-13
Blackston Financial Advisory Group, LLC
DECREASED
Shares22,203 from 22,285
Change-82 (0%)
Value$878.3K (+$16.5K)
Filed 2026-11-04
Mosley Wealth Management
INCREASED
Shares19,935 from 15,438
Change+4,497 (+29%)
Value$792.9K (+$195.9K)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
DECREASED
Shares18,781 from 19,213
Change-432 (-2%)
Value$743.0K (-$92)
Filed 2026-10-29
Smart Wealth LLC
DECREASED
Shares18,317 from 18,885
Change-568 (-3%)
Value$724.6K (-$5.8K)
Filed 2026-11-04
Advus Financial Partners, LLC
INCREASED
Shares15,294 from 15,256
Change+38 (+0%)
Value$605.0K (+$15.0K)
Filed 2026-10-20
BIP Wealth, LLC
DECREASED
Shares13,485 from 13,842
Change-357 (-3%)
Value$533.5K (-$1.9K)
Filed 2026-10-22
Focus Financial Network, Inc.
DECREASED
Shares13,112 from 13,267
Change-155 (-1%)
Value$518.7K (+$5.6K)
Filed 2026-10-14
PFG Advisors
DECREASED
Shares12,752 from 27,402
Change-14,650 (-53%)
Value$504.5K (-$555.3K)
Filed 2026-10-16
Advisory Solutions Group, LLC
UNCHANGED
Shares12,235 from 12,235
Change0 (0%)
Value$484.0K (+$10.8K)
Filed 2026-10-14
Park Avenue Securities LLC
DECREASED
Shares11,448 from 15,440
Change-3,992 (-26%)
Value$453.0K (-$144.0K)
Filed 2026-10-26
Signal Advisors Wealth, LLC
DECREASED
Shares11,251 from 11,269
Change-18 (0%)
Value$445.1K (+$9.3K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
UNCHANGED
Shares11,165 from 11,165
Change0 (0%)
Value$441.7K (+$9.9K)
Filed 2026-10-29
Triad Wealth Partners, LLC
UNCHANGED
Shares11,105 from 11,105
Change0 (0%)
Value$439.3K (+$5.5K)
Filed 2026-10-26
Stirlingshire Investments, Inc.
DECREASED
Shares10,359 from 10,858
Change-499 (-5%)
Value$409.8K (-$10.1K)
Filed 2026-11-05
Founders Financial Securities LLC
UNCHANGED
Shares8,605 from 8,605
Change0 (0%)
Value$340.4K (+$7.6K)
Filed 2026-10-28
Moors & Cabot, Inc.
DECREASED
Shares8,500 from 8,750
Change-250 (-3%)
Value$336.3K (-$2.1K)
Filed 2026-11-06
Independent Financial Group, LLC
UNCHANGED
Shares6,707 from 6,707
Change0 (0%)
Value$265.3K (+$5.9K)
Filed 2026-10-13
Lanark Financial, Inc.
UNCHANGED
Shares6,260 from 6,260
Change0 (0%)
Value$247.6K (+$5.5K)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
INCREASED
Shares6,204 from 5,422
Change+782 (+14%)
Value$245.4K (+$35.7K)
Filed 2026-11-02
RFG Advisory, LLC
NEW
Shares5,914
Change+5,914
Value$234.0K
Filed 2026-11-03
FWG Investments, Llc.
DECREASED
Shares5,533 from 5,642
Change-109 (-2%)
Value$218.9K (+$679)
Filed 2026-11-03
Compass Financial Management LLC
DECREASED
Shares5,298 from 6,179
Change-881 (-14%)
Value$209.6K (-$32.3K)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
DECREASED
Shares3,985 from 4,115
Change-130 (-3%)
Value$157.6K (-$1.5K)
Filed 2026-10-23
Kingdom Financial Group Llc.
DECREASED
Shares3,565 from 3,574
Change-9 (0%)
Value$141.0K (+$2.8K)
Filed 2026-11-04
Creative Financial Designs Inc
DECREASED
Shares3,311 from 3,362
Change-51 (-2%)
Value$131.0K (+$957)
Filed 2026-11-04
Evolution Wealth Management Inc.
DECREASED
Shares3,063 from 3,148
Change-85 (-3%)
Value$121.2K (-$578)
Filed 2026-10-28
Key Capital Management, Inc
INCREASED
Shares1,861 from 1,669
Change+192 (+12%)
Value$73.6K (+$9.1K)
Filed 2026-11-03
Decker Retirement Planning Inc.
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$26.3K (+$590)
Filed 2026-10-19
Montgomery Financial Services LLC
NEW
Shares501
Change+501
Value$19.8K
Filed 2026-11-03
PNC Financial Services Group, Inc.
NEW
Shares100
Change+100
Value$4.0K
Filed 2026-11-06
Assetmark, Inc
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$3.8K (+$84)
Filed 2026-10-21
CoreCap Advisors, LLC
NEW
Shares80
Change+80
Value$3.2K
Filed 2026-10-08
Aegis Wealth Management, Inc.
CLOSED
Shares0 from 44,680
Change-44,680 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-26
Csenge Advisory Group
CLOSED
Shares0 from 15,558
Change-15,558 (-100%)
Value$0 (-$601.7K)
Filed 2026-11-04
RIA Advisory Group LLC
CLOSED
Shares0 from 5,640
Change-5,640 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-15
Fifth Third Bancorp
CLOSED
Shares0 from 2,138
Change-2,138 (-100%)
Value$0 (-$82.7K)
Filed 2026-11-05
American Asset Management Inc.
N/A
Shares— from 1,067,663
Change-1,067,663 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,038,260
Change-1,038,260 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 461,955
Change-461,955 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 313,343
Change-313,343 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 260,206
Change-260,206 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 219,635
Change-219,635 (-100%)
Value—
Allianz SE
N/A
Shares— from 174,013
Change-174,013 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 124,426
Change-124,426 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 114,139
Change-114,139 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 97,001
Change-97,001 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 91,787
Change-91,787 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 88,988
Change-88,988 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 79,415
Change-79,415 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 61,531
Change-61,531 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 51,143
Change-51,143 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 44,851
Change-44,851 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 40,779
Change-40,779 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 32,401
Change-32,401 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 17,622
Change-17,622 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 12,506
Change-12,506 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,824
Change-11,824 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 11,012
Change-11,012 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 8,386
Change-8,386 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 8,124
Change-8,124 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,994
Change-7,994 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 7,970
Change-7,970 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,864
Change-7,864 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,870
Change-5,870 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,826
Change-3,826 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,826
Change-3,826 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,226
Change-3,226 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 189
Change-189 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED490,084576,590-86,506-15%$22.3M$19.4M-$2.9M2026-11-02
LPL Financial LLC
INCREASED274,526267,032+7,494+3%$10.3M$10.9M+$532.7K2026-11-06
POM Investment Strategies, LLC
INCREASED226,614217,199+9,415+4%$8.4M$9.0M+$564.6K2026-10-20
Kestra Advisory Services, LLC
INCREASED202,797176,060+26,737+15%$6.8M$8.0M+$1.2M2026-11-02
Guardian Capital, LLC
INCREASED170,584144,365+26,219+18%$5.6M$6.7M+$1.2M2026-11-06
Wellment Financial
INCREASED160,007152,142+7,865+5%$5.9M$6.3M+$445.7K2026-10-28
Outlook Wealth Advisors, LLC
DECREASED114,676118,060-3,384-3%$4.6M$4.5M-$29.4K2026-10-28
Long Island Wealth Management, Inc.
DECREASED93,36394,923-1,560-2%$3.7M$3.7M+$22.3K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED81,26819,517+61,751+316%$754.8K$3.2M+$2.5M2026-10-16
Farther Finance Advisors, LLC
INCREASED66,30564,009+2,296+4%$2.5M$2.6M+$147.5K2026-10-08
Networth Advisors, LLC
DECREASED62,54564,401-1,856-3%$2.5M$2.5M-$16.5K2026-11-03
Integrated Wealth Management
INCREASED62,13458,136+3,998+7%$2.2M$2.5M+$209.6K2026-10-19
Spire Wealth Management
DECREASED59,95469,662-9,708-14%$2.7M$2.4M-$322.0K2026-10-30
IFP Advisors, Inc
DECREASED59,92059,923-30%$2.3M$2.4M+$52.9K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED47,40047,875-475-1%$1.9M$1.9M+$23.0K2026-11-02
Joseph P. Lucia & Associates, LLC
DECREASED44,22544,755-530-1%$1.7M$1.7M+$18.6K2026-10-30
Blue Water Asset Management
DECREASED43,98344,490-507-1%$1.7M$1.7M+$19.3K2026-11-04
Lloyd Advisory Services, Llc.
INCREASED32,14229,911+2,231+7%$1.2M$1.3M+$114.7K2026-11-02
Sigma Planning Corp
INCREASED32,05731,789+268+1%$1.2M$1.3M+$24.6K2026-10-23
Castle Rock Wealth Management, LLC
DECREASED31,24231,422-180-1%$1.2M$1.2M+$28.0K2026-10-09
Grantvest Financial Group LLC
DECREASED30,46534,428-3,963-12%$1.3M$1.2M-$126.3K2026-10-21
Nations Financial Group Inc,
DECREASED24,61324,724-1110%$956.2K$973.7K+$17.5K2026-11-05
Tounjian Advisory Partners, LLC
DECREASED23,43525,393-1,958-8%$982.1K$927.1K-$55.0K2026-11-04
Midwest Financial Network, LLC
DECREASED22,65525,636-2,981-12%$991.5K$896.2K-$95.3K2026-10-13
Blackston Financial Advisory Group, LLC
DECREASED22,20322,285-820%$861.9K$878.3K+$16.5K2026-11-04
Mosley Wealth Management
INCREASED19,93515,438+4,497+29%$597.1K$792.9K+$195.9K2026-10-16
Blue Bell Private Wealth Management, LLC
DECREASED18,78119,213-432-2%$743.1K$743.0K-$922026-10-29
Smart Wealth LLC
DECREASED18,31718,885-568-3%$730.4K$724.6K-$5.8K2026-11-04
Advus Financial Partners, LLC
INCREASED15,29415,256+38+0%$590.0K$605.0K+$15.0K2026-10-20
BIP Wealth, LLC
DECREASED13,48513,842-357-3%$535.3K$533.5K-$1.9K2026-10-22
Focus Financial Network, Inc.
DECREASED13,11213,267-155-1%$513.1K$518.7K+$5.6K2026-10-14
PFG Advisors
DECREASED12,75227,402-14,650-53%$1.1M$504.5K-$555.3K2026-10-16
Advisory Solutions Group, LLC
UNCHANGED12,23512,23500%$473.2K$484.0K+$10.8K2026-10-14
Park Avenue Securities LLC
DECREASED11,44815,440-3,992-26%$597.0K$453.0K-$144.0K2026-10-26
Signal Advisors Wealth, LLC
DECREASED11,25111,269-180%$435.8K$445.1K+$9.3K2026-10-13
Koshinski Asset Management, Inc.
UNCHANGED11,16511,16500%$431.8K$441.7K+$9.9K2026-10-29
Triad Wealth Partners, LLC
UNCHANGED11,10511,10500%$433.8K$439.3K+$5.5K2026-10-26
Stirlingshire Investments, Inc.
DECREASED10,35910,858-499-5%$419.9K$409.8K-$10.1K2026-11-05
Founders Financial Securities LLC
UNCHANGED8,6058,60500%$332.8K$340.4K+$7.6K2026-10-28
Moors & Cabot, Inc.
DECREASED8,5008,750-250-3%$338.4K$336.3K-$2.1K2026-11-06
Independent Financial Group, LLC
UNCHANGED6,7076,70700%$259.4K$265.3K+$5.9K2026-10-13
Lanark Financial, Inc.
UNCHANGED6,2606,26000%$242.1K$247.6K+$5.5K2026-10-26
Quest 10 Wealth Builders, Inc.
INCREASED6,2045,422+782+14%$209.7K$245.4K+$35.7K2026-11-02
RFG Advisory, LLC
NEW5,914—+5,914——$234.0K—2026-11-03
FWG Investments, Llc.
DECREASED5,5335,642-109-2%$218.2K$218.9K+$6792026-11-03
Compass Financial Management LLC
DECREASED5,2986,179-881-14%$241.9K$209.6K-$32.3K2026-10-30
Dhjj Financial Advisors, Ltd.
DECREASED3,9854,115-130-3%$159.1K$157.6K-$1.5K2026-10-23
Kingdom Financial Group Llc.
DECREASED3,5653,574-90%$138.2K$141.0K+$2.8K2026-11-04
Creative Financial Designs Inc
DECREASED3,3113,362-51-2%$130.0K$131.0K+$9572026-11-04
Evolution Wealth Management Inc.
DECREASED3,0633,148-85-3%$121.7K$121.2K-$5782026-10-28
Key Capital Management, Inc
INCREASED1,8611,669+192+12%$64.5K$73.6K+$9.1K2026-11-03
Decker Retirement Planning Inc.
UNCHANGED66666600%$25.8K$26.3K+$5902026-10-19
Montgomery Financial Services LLC
NEW501—+501——$19.8K—2026-11-03
PNC Financial Services Group, Inc.
NEW100—+100——$4.0K—2026-11-06
Assetmark, Inc
UNCHANGED959500%$3.7K$3.8K+$842026-10-21
CoreCap Advisors, LLC
NEW80—+80——$3.2K—2026-10-08
Aegis Wealth Management, Inc.
CLOSED044,680-44,680-100%$1.7M$0-$1.7M2026-10-26
Csenge Advisory Group
CLOSED015,558-15,558-100%$601.7K$0-$601.7K2026-11-04
RIA Advisory Group LLC
CLOSED05,640-5,640-100%$218.1K$0-$218.1K2026-10-15
Fifth Third Bancorp
CLOSED02,138-2,138-100%$82.7K$0-$82.7K2026-11-05
American Asset Management Inc.
N/A—1,067,663-1,067,663-100%$41.3M———
AE Wealth Management LLC
N/A—1,038,260-1,038,260-100%$40.2M———
Raymond James Financial Inc
N/A—461,955-461,955-100%$17.9M———
Osaic Holdings, Inc.
N/A—313,343-313,343-100%$12.1M———
Cetera Investment Advisers
N/A—260,206-260,206-100%$10.1M———
Advyzon Investment Management, LLC
N/A—219,635-219,635-100%$8.5M———
Allianz SE
N/A—174,013-174,013-100%$6.7M———
Bcgm Wealth Management, LLC
N/A—124,426-124,426-100%$4.8M———
Compass Advisory Group LLC
N/A—114,139-114,139-100%$4.4M———
Envestnet Asset Management Inc
N/A—97,001-97,001-100%$3.8M———
World Investment Advisors
N/A—91,787-91,787-100%$3.5M———
Ausdal Financial Partners, Inc.
N/A—88,988-88,988-100%$3.4M———
Centaurus Financial, Inc.
N/A—79,415-79,415-100%$3.1M———
GTS Financial, LLC
N/A—61,531-61,531-100%$2.1M———
Harbour Investments, Inc.
N/A—51,143-51,143-100%$2.0M———
FSA Advisors, Inc.
N/A—44,851-44,851-100%$1.7M———
Perennial Investment Advisors, LLC
N/A—40,779-40,779-100%$1.6M———
Susquehanna International Group, LLP
N/A—32,401-32,401-100%$1.3M———
Arkadios Wealth Advisors
N/A—17,622-17,622-100%$681.5K———
Old Mission Capital LLC
N/A—12,506-12,506-100%$483.7K———
MML Investors Services, LLC
N/A—11,824-11,824-100%$457.3K———
Westshore Wealth, LLC
N/A—11,012-11,012-100%$425.9K———
Rothschild Wealth LLC
N/A—8,386-8,386-100%$324.3K———
ST Germain D J Co Inc
N/A—8,124-8,124-100%$314.2K———
Modern Wealth Management, LLC
N/A—7,994-7,994-100%$309.2K———
Panoramic Investment Advisors, LLC
N/A—7,970-7,970-100%$308.2K———
Ameriprise Financial Inc
N/A—7,864-7,864-100%$304.1K———
CreativeOne Wealth, LLC
N/A—5,870-5,870-100%$227.0K———
BFC Planning, Inc.
N/A—3,826-3,826-100%$148.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,826-3,826-100%$148.0K———
Royal Bank of Canada
N/A—3,226-3,226-100%$125.0K———
Innovative Asset Advisors Group, LLC
N/A—1,978-1,978-100%$76.5K———
IFG Advisory, LLC
N/A—236-236-100%$9.1K———
Northwestern Mutual Wealth Management Co
N/A—189-189-100%$7.3K———
Showing 94 of 94 institutions