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Allianzim US EQ Bffr10 Fb-US (FEBT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Gradient Investments LLC
INCREASED
Shares1,387,489 from 1,378,809
Change+8,680 (+1%)
Value$58.5M (+$1.7M)
Filed 2026-10-08
LPL Financial LLC
INCREASED
Shares91,862 from 91,753
Change+109 (+0%)
Value$3.9M (+$95.4K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares84,948 from 109,042
Change-24,094 (-22%)
Value$3.6M (-$907.1K)
Filed 2026-11-02
FWG Investments, Llc.
INCREASED
Shares76,086 from 72,521
Change+3,565 (+5%)
Value$3.2M (+$222.0K)
Filed 2026-11-03
Wellment Financial
DECREASED
Shares61,976 from 62,476
Change-500 (-1%)
Value$2.6M (+$40.8K)
Filed 2026-10-28
Smart Wealth LLC
DECREASED
Shares48,653 from 56,854
Change-8,201 (-14%)
Value$2.0M (-$289.2K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
DECREASED
Shares19,353 from 19,465
Change-112 (-1%)
Value$815.3K (+$14.6K)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
DECREASED
Shares17,744 from 19,641
Change-1,897 (-10%)
Value$747.6K (-$60.5K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares9,654 from 5,190
Change+4,464 (+86%)
Value$406.7K (+$193.2K)
Filed 2026-11-02
Paladin Wealth, LLC
DECREASED
Shares9,361 from 9,876
Change-515 (-5%)
Value$394.4K (-$11.9K)
Filed 2026-10-23
Harbour Investments, Inc.
DECREASED
Shares9,215 from 11,760
Change-2,545 (-22%)
Value$388.2K (-$95.6K)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares7,822 from 8,625
Change-803 (-9%)
Value$330.0K (-$25.0K)
Filed 2026-11-02
Csenge Advisory Group
DECREASED
Shares7,739 from 7,936
Change-197 (-2%)
Value$326.0K (-$442)
Filed 2026-11-04
Strategic Blueprint, LLC
UNCHANGED
Shares7,368 from 7,368
Change0 (0%)
Value$310.4K (+$7.3K)
Filed 2026-10-22
A4 Wealth Advisors LLC
DECREASED
Shares7,260 from 7,701
Change-441 (-6%)
Value$305.9K (-$11.0K)
Filed 2026-10-20
Focus Financial Network, Inc.
DECREASED
Shares6,686 from 6,813
Change-127 (-2%)
Value$281.7K (+$1.4K)
Filed 2026-10-14
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares6,620 from 6,620
Change0 (0%)
Value$278.9K (+$6.6K)
Filed 2026-10-29
Accurate Wealth Management, LLC
DECREASED
Shares5,368 from 5,375
Change-7 (0%)
Value$229.2K (+$6.6K)
Filed 2026-10-20
Tounjian Advisory Partners, LLC
DECREASED
Shares3,668 from 3,785
Change-117 (-3%)
Value$154.5K (-$1.2K)
Filed 2026-11-04
Mosley Wealth Management
INCREASED
Shares3,229 from 2,590
Change+639 (+25%)
Value$137.5K (+$30.9K)
Filed 2026-10-16
Barclays PLC
UNCHANGED
Shares2,238 from 2,238
Change0 (0%)
Value$94.3K (+$2.2K)
Filed 2026-11-06
Decker Retirement Planning Inc.
INCREASED
Shares1,857 from 1,451
Change+406 (+28%)
Value$78.2K (+$18.5K)
Filed 2026-10-19
Networth Advisors, LLC
INCREASED
Shares1,476 from 1,372
Change+104 (+8%)
Value$62.2K (+$5.7K)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares1,318 from 1,324
Change-6 (0%)
Value$55.5K (+$1.1K)
Filed 2026-11-04
Key Capital Management, Inc
INCREASED
Shares1,148 from 903
Change+245 (+27%)
Value$48.4K (+$11.2K)
Filed 2026-11-03
Elevated Capital Advisors, LLC
DECREASED
Shares503 from 515
Change-12 (-2%)
Value$21.2K (+$4)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$16.9K (+$396)
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$7.1K (+$166)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$6.3K (+$149)
Filed 2026-10-16
Montgomery Financial Services LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.0K (+$47)
Filed 2026-11-03
IFG Advisory, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$2.0K (+$47)
Filed 2026-11-09
Independent Financial Group, LLC
CLOSED
Shares0 from 6,526
Change-6,526 (-100%)
Value$0 (-$268.5K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$65.8K)
Filed 2026-10-15
CoreCap Advisors, LLC
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-08
AE Wealth Management LLC
N/A
Shares— from 947,801
Change-947,801 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 164,324
Change-164,324 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 44,434
Change-44,434 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 39,690
Change-39,690 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 39,545
Change-39,545 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 33,858
Change-33,858 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 26,588
Change-26,588 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 26,161
Change-26,161 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 19,150
Change-19,150 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 18,921
Change-18,921 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,815
Change-17,815 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 15,875
Change-15,875 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 11,466
Change-11,466 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,045
Change-11,045 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 10,575
Change-10,575 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 6,206
Change-6,206 (-100%)
Value—
Allianz SE
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,320
Change-2,320 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 450
Change-450 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 169
Change-169 (-100%)
Value—
Status
Gradient Investments LLC
INCREASED1,387,4891,378,809+8,680+1%$56.7M$58.5M+$1.7M2026-10-08
LPL Financial LLC
INCREASED91,86291,753+109+0%$3.8M$3.9M+$95.4K2026-11-06
Commonwealth Equity Services, LLC
DECREASED84,948109,042-24,094-22%$4.5M$3.6M-$907.1K2026-11-02
FWG Investments, Llc.
INCREASED76,08672,521+3,565+5%$3.0M$3.2M+$222.0K2026-11-03
Wellment Financial
DECREASED61,97662,476-500-1%$2.6M$2.6M+$40.8K2026-10-28
Smart Wealth LLC
DECREASED48,65356,854-8,201-14%$2.3M$2.0M-$289.2K2026-11-04
Quest 10 Wealth Builders, Inc.
DECREASED19,35319,465-112-1%$800.8K$815.3K+$14.6K2026-11-02
Lloyd Advisory Services, Llc.
DECREASED17,74419,641-1,897-10%$808.0K$747.6K-$60.5K2026-11-02
Kestra Advisory Services, LLC
INCREASED9,6545,190+4,464+86%$213.5K$406.7K+$193.2K2026-11-02
Paladin Wealth, LLC
DECREASED9,3619,876-515-5%$406.3K$394.4K-$11.9K2026-10-23
Harbour Investments, Inc.
DECREASED9,21511,760-2,545-22%$483.8K$388.2K-$95.6K2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED7,8228,625-803-9%$355.0K$330.0K-$25.0K2026-11-02
Csenge Advisory Group
DECREASED7,7397,936-197-2%$326.5K$326.0K-$4422026-11-04
Strategic Blueprint, LLC
UNCHANGED7,3687,36800%$303.1K$310.4K+$7.3K2026-10-22
A4 Wealth Advisors LLC
DECREASED7,2607,701-441-6%$316.8K$305.9K-$11.0K2026-10-20
Focus Financial Network, Inc.
DECREASED6,6866,813-127-2%$280.3K$281.7K+$1.4K2026-10-14
Blue Bell Private Wealth Management, LLC
UNCHANGED6,6206,62000%$272.3K$278.9K+$6.6K2026-10-29
Accurate Wealth Management, LLC
DECREASED5,3685,375-70%$222.6K$229.2K+$6.6K2026-10-20
Tounjian Advisory Partners, LLC
DECREASED3,6683,785-117-3%$155.7K$154.5K-$1.2K2026-11-04
Mosley Wealth Management
INCREASED3,2292,590+639+25%$106.6K$137.5K+$30.9K2026-10-16
Barclays PLC
UNCHANGED2,2382,23800%$92.1K$94.3K+$2.2K2026-11-06
Decker Retirement Planning Inc.
INCREASED1,8571,451+406+28%$59.7K$78.2K+$18.5K2026-10-19
Networth Advisors, LLC
INCREASED1,4761,372+104+8%$56.4K$62.2K+$5.7K2026-11-03
Kingdom Financial Group Llc.
DECREASED1,3181,324-60%$54.5K$55.5K+$1.1K2026-11-04
Key Capital Management, Inc
INCREASED1,148903+245+27%$37.1K$48.4K+$11.2K2026-11-03
Elevated Capital Advisors, LLC
DECREASED503515-12-2%$21.2K$21.2K+$42026-11-04
Assetmark, Inc
UNCHANGED40040000%$16.5K$16.9K+$3962026-10-21
Creative Financial Designs Inc
UNCHANGED16816800%$6.9K$7.1K+$1662026-11-04
IFP Advisors, Inc
UNCHANGED15015000%$6.2K$6.3K+$1492026-10-16
Montgomery Financial Services LLC
UNCHANGED484800%$2.0K$2.0K+$472026-11-03
IFG Advisory, LLC
UNCHANGED474700%$1.9K$2.0K+$472026-11-09
Independent Financial Group, LLC
CLOSED06,526-6,526-100%$268.5K$0-$268.5K2026-10-13
AdvisorNet Financial, Inc
CLOSED01,600-1,600-100%$65.8K$0-$65.8K2026-10-15
CoreCap Advisors, LLC
CLOSED0102-102-100%$4.2K$0-$4.2K2026-10-08
AE Wealth Management LLC
N/A—947,801-947,801-100%$39.0M———
Osaic Holdings, Inc.
N/A—164,324-164,324-100%$6.8M———
Raymond James Financial Inc
N/A—44,434-44,434-100%$1.8M———
Richmond Brothers, Inc.
N/A—39,690-39,690-100%$1.6M———
Susquehanna International Group, LLP
N/A—39,545-39,545-100%$1.6M———
Cetera Investment Advisers
N/A—33,858-33,858-100%$1.4M———
Snowden Capital Advisors LLC
N/A—26,588-26,588-100%$1.1M———
Envestnet Asset Management Inc
N/A—26,161-26,161-100%$1.1M———
FSA Advisors, Inc.
N/A—19,150-19,150-100%$787.8K———
Modern Wealth Management, LLC
N/A—18,921-18,921-100%$778.4K———
JPMorgan Chase & Co
N/A—17,815-17,815-100%$728.3K———
Brown Financial Advisors
N/A—15,875-15,875-100%$653.1K———
GTS Securities LLC
N/A—11,466-11,466-100%$471.7K———
Sanctuary Advisors, LLC
N/A—11,045-11,045-100%$454.4K———
Mattson Financial Services, LLC
N/A—10,575-10,575-100%$437.2K———
Nvest Financial, LLC
N/A—6,640-6,640-100%$273.2K———
Old Mission Capital LLC
N/A—6,206-6,206-100%$255.3K———
Allianz SE
N/A—5,000-5,000-100%$205.7K———
Innovative Asset Advisors Group, LLC
N/A—2,320-2,320-100%$95.4K———
BFC Planning, Inc.
N/A—450-450-100%$18.5K———
Northwestern Mutual Wealth Management Co
N/A—169-169-100%$7.0K———
Showing 55 of 55 institutions