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Allianzim US EQ Bffr10 Mr-US (MART)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares115,747 from 135,736
Change-19,989 (-15%)
Value$5.0M (-$719.0K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares47,654 from 46,356
Change+1,298 (+3%)
Value$2.0M (+$103.6K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares21,381 from 65,277
Change-43,896 (-67%)
Value$918.5K (-$1.8M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares13,818 from 9,685
Change+4,133 (+43%)
Value$593.6K (+$187.5K)
Filed 2026-11-02
Cypress Wealth Services, LLC
UNCHANGED
Shares7,198 from 7,198
Change0 (0%)
Value$312.8K (+$11.0K)
Filed 2026-10-21
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares5,640 from 5,640
Change0 (0%)
Value$242.3K (+$5.8K)
Filed 2026-10-29
Focus Financial Network, Inc.
DECREASED
Shares5,274 from 5,339
Change-65 (-1%)
Value$226.6K (+$2.7K)
Filed 2026-10-14
Assetmark, Inc
UNCHANGED
Shares2,468 from 2,468
Change0 (0%)
Value$106.0K (+$2.5K)
Filed 2026-10-21
IFP Advisors, Inc
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$3.0K (+$72)
Filed 2026-10-16
Osaic Holdings, Inc.
N/A
Shares— from 80,653
Change-80,653 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 33,526
Change-33,526 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 30,903
Change-30,903 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 18,608
Change-18,608 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 15,213
Change-15,213 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 14,714
Change-14,714 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,046
Change-10,046 (-100%)
Value—
Allianz SE
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,142
Change-4,142 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 169
Change-169 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 141
Change-141 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
DECREASED115,747135,736-19,989-15%$5.7M$5.0M-$719.0K2026-11-02
LPL Financial LLC
INCREASED47,65446,356+1,298+3%$1.9M$2.0M+$103.6K2026-11-06
Commonwealth Equity Services, LLC
DECREASED21,38165,277-43,896-67%$2.7M$918.5K-$1.8M2026-11-02
Kestra Advisory Services, LLC
INCREASED13,8189,685+4,133+43%$406.1K$593.6K+$187.5K2026-11-02
Cypress Wealth Services, LLC
UNCHANGED7,1987,19800%$301.8K$312.8K+$11.0K2026-10-21
Blue Bell Private Wealth Management, LLC
UNCHANGED5,6405,64000%$236.5K$242.3K+$5.8K2026-10-29
Focus Financial Network, Inc.
DECREASED5,2745,339-65-1%$223.9K$226.6K+$2.7K2026-10-14
Assetmark, Inc
UNCHANGED2,4682,46800%$103.5K$106.0K+$2.5K2026-10-21
IFP Advisors, Inc
UNCHANGED707000%$2.9K$3.0K+$722026-10-16
Osaic Holdings, Inc.
N/A—80,653-80,653-100%$3.4M———
Nvest Financial, LLC
N/A—33,526-33,526-100%$1.4M———
Susquehanna International Group, LLP
N/A—30,903-30,903-100%$1.3M———
Raymond James Financial Inc
N/A—18,608-18,608-100%$780.2K———
Envestnet Asset Management Inc
N/A—15,213-15,213-100%$637.9K———
Harbour Investments, Inc.
N/A—14,714-14,714-100%$616.9K———
Cetera Investment Advisers
N/A—10,046-10,046-100%$421.2K———
Allianz SE
N/A—5,000-5,000-100%$209.6K———
Innovative Asset Advisors Group, LLC
N/A—4,249-4,249-100%$178.2K———
Centaurus Financial, Inc.
N/A—4,142-4,142-100%$174.0K———
AE Wealth Management LLC
N/A—300-300-100%$12.6K———
JPMorgan Chase & Co
N/A—169-169-100%$7.1K———
Fiduciary Financial Advisors
N/A—141-141-100%$5.9K———
Showing 22 of 22 institutions