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Allianzim US EQ Bffr10 Dc-US (DECT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
FWG Investments, Llc.
INCREASED
Shares116,069 from 111,567
Change+4,502 (+4%)
Value$4.7M (+$297.1K)
Filed 2026-11-03
Wellment Financial
DECREASED
Shares96,242 from 99,732
Change-3,490 (-3%)
Value$3.9M (-$37.2K)
Filed 2026-10-28
Smart Wealth LLC
DECREASED
Shares73,731 from 86,727
Change-12,996 (-15%)
Value$3.0M (-$433.8K)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares72,632 from 73,073
Change-441 (-1%)
Value$2.9M (+$58.0K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares45,843 from 63,824
Change-17,981 (-28%)
Value$1.8M (-$658.5K)
Filed 2026-11-02
Strategic Blueprint, LLC
UNCHANGED
Shares44,727 from 44,727
Change0 (0%)
Value$1.8M (+$46.4K)
Filed 2026-10-22
WealthPlan Investment Management, LLC
DECREASED
Shares33,330 from 35,940
Change-2,610 (-7%)
Value$1.3M (-$67.9K)
Filed 2026-10-15
Quest 10 Wealth Builders, Inc.
DECREASED
Shares29,271 from 29,579
Change-308 (-1%)
Value$1.2M (+$18.3K)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
DECREASED
Shares26,987 from 29,998
Change-3,011 (-10%)
Value$1.1M (-$90.2K)
Filed 2026-11-02
Csenge Advisory Group
DECREASED
Shares15,473 from 15,829
Change-356 (-2%)
Value$623.6K (+$2.1K)
Filed 2026-11-04
WealthPLAN Partners, LLC
DECREASED
Shares13,842 from 14,301
Change-459 (-3%)
Value$557.8K (-$3.7K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares12,231 from 7,573
Change+4,658 (+62%)
Value$492.9K (+$195.6K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
NEW
Shares6,847
Change+6,847
Value$276.0K
Filed 2026-11-02
Harbour Investments, Inc.
DECREASED
Shares6,300 from 7,182
Change-882 (-12%)
Value$253.9K (-$28.1K)
Filed 2026-11-09
Tounjian Advisory Partners, LLC
DECREASED
Shares5,570 from 5,780
Change-210 (-4%)
Value$224.5K (-$2.5K)
Filed 2026-11-04
LifeWealth Investments, LLC
DECREASED
Shares5,506 from 7,289
Change-1,783 (-24%)
Value$221.9K (-$64.3K)
Filed 2026-10-21
Grantvest Financial Group LLC
UNCHANGED
Shares5,395 from 5,395
Change0 (0%)
Value$217.4K (+$5.6K)
Filed 2026-10-21
Davenport & Co LLC
UNCHANGED
Shares5,350 from 5,350
Change0 (0%)
Value$215.6K (+$5.5K)
Filed 2026-10-14
Mosley Wealth Management
INCREASED
Shares4,863 from 3,897
Change+966 (+25%)
Value$198.4K (+$45.4K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
DECREASED
Shares2,961 from 2,980
Change-19 (-1%)
Value$119.3K (+$2.3K)
Filed 2026-11-04
Decker Retirement Planning Inc.
INCREASED
Shares2,812 from 2,204
Change+608 (+28%)
Value$113.3K (+$26.8K)
Filed 2026-10-19
Networth Advisors, LLC
INCREASED
Shares2,257 from 2,106
Change+151 (+7%)
Value$91.0K (+$8.3K)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares2,018 from 2,035
Change-17 (-1%)
Value$81.3K (+$1.4K)
Filed 2026-11-04
IFG Advisory, LLC
UNCHANGED
Shares1,944 from 1,944
Change0 (0%)
Value$78.3K (+$2.0K)
Filed 2026-11-09
Key Capital Management, Inc
INCREASED
Shares1,743 from 1,381
Change+362 (+26%)
Value$70.2K (+$16.0K)
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$41.9K (+$1.1K)
Filed 2026-10-29
Lanark Financial, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$20.2K (+$519)
Filed 2026-10-26
Barclays PLC
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$17.9K (+$460)
Filed 2026-11-06
Compass Financial Management LLC
DECREASED
Shares331 from 734
Change-403 (-55%)
Value$13.3K (-$16.1K)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$6.4K (+$166)
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$3.9K (+$100)
Filed 2026-11-04
Montgomery Financial Services LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$2.9K (+$76)
Filed 2026-11-03
IFP Advisors, Inc
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$2.8K (+$73)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,460
Change-1,460 (-100%)
Value$0 (-$57.3K)
Filed 2026-10-15
CoreCap Advisors, LLC
CLOSED
Shares0 from 157
Change-157 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-08
AE Wealth Management LLC
N/A
Shares— from 1,476,569
Change-1,476,569 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 92,833
Change-92,833 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 79,911
Change-79,911 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 60,114
Change-60,114 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 44,778
Change-44,778 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 41,528
Change-41,528 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 30,441
Change-30,441 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 26,039
Change-26,039 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 25,436
Change-25,436 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,284
Change-17,284 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 12,290
Change-12,290 (-100%)
Value—
Allianz SE
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 298
Change-298 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 255
Change-255 (-100%)
Value—
Status
FWG Investments, Llc.
INCREASED116,069111,567+4,502+4%$4.4M$4.7M+$297.1K2026-11-03
Wellment Financial
DECREASED96,24299,732-3,490-3%$3.9M$3.9M-$37.2K2026-10-28
Smart Wealth LLC
DECREASED73,73186,727-12,996-15%$3.4M$3.0M-$433.8K2026-11-04
LPL Financial LLC
DECREASED72,63273,073-441-1%$2.9M$2.9M+$58.0K2026-11-06
Commonwealth Equity Services, LLC
DECREASED45,84363,824-17,981-28%$2.5M$1.8M-$658.5K2026-11-02
Strategic Blueprint, LLC
UNCHANGED44,72744,72700%$1.8M$1.8M+$46.4K2026-10-22
WealthPlan Investment Management, LLC
DECREASED33,33035,940-2,610-7%$1.4M$1.3M-$67.9K2026-10-15
Quest 10 Wealth Builders, Inc.
DECREASED29,27129,579-308-1%$1.2M$1.2M+$18.3K2026-11-02
Lloyd Advisory Services, Llc.
DECREASED26,98729,998-3,011-10%$1.2M$1.1M-$90.2K2026-11-02
Csenge Advisory Group
DECREASED15,47315,829-356-2%$621.5K$623.6K+$2.1K2026-11-04
WealthPLAN Partners, LLC
DECREASED13,84214,301-459-3%$561.5K$557.8K-$3.7K2026-10-15
Kestra Advisory Services, LLC
INCREASED12,2317,573+4,658+62%$297.3K$492.9K+$195.6K2026-11-02
Cambridge Investment Research Advisors, Inc.
NEW6,847—+6,847——$276.0K—2026-11-02
Harbour Investments, Inc.
DECREASED6,3007,182-882-12%$282.0K$253.9K-$28.1K2026-11-09
Tounjian Advisory Partners, LLC
DECREASED5,5705,780-210-4%$226.9K$224.5K-$2.5K2026-11-04
LifeWealth Investments, LLC
DECREASED5,5067,289-1,783-24%$286.2K$221.9K-$64.3K2026-10-21
Grantvest Financial Group LLC
UNCHANGED5,3955,39500%$211.8K$217.4K+$5.6K2026-10-21
Davenport & Co LLC
UNCHANGED5,3505,35000%$210.1K$215.6K+$5.5K2026-10-14
Mosley Wealth Management
INCREASED4,8633,897+966+25%$153.0K$198.4K+$45.4K2026-10-16
Elevated Capital Advisors, LLC
DECREASED2,9612,980-19-1%$117.0K$119.3K+$2.3K2026-11-04
Decker Retirement Planning Inc.
INCREASED2,8122,204+608+28%$86.5K$113.3K+$26.8K2026-10-19
Networth Advisors, LLC
INCREASED2,2572,106+151+7%$82.7K$91.0K+$8.3K2026-11-03
Kingdom Financial Group Llc.
DECREASED2,0182,035-17-1%$79.9K$81.3K+$1.4K2026-11-04
IFG Advisory, LLC
UNCHANGED1,9441,94400%$76.3K$78.3K+$2.0K2026-11-09
Key Capital Management, Inc
INCREASED1,7431,381+362+26%$54.2K$70.2K+$16.0K2026-11-03
Blue Bell Private Wealth Management, LLC
UNCHANGED1,0401,04000%$40.8K$41.9K+$1.1K2026-10-29
Lanark Financial, Inc.
UNCHANGED50050000%$19.6K$20.2K+$5192026-10-26
Barclays PLC
UNCHANGED44444400%$17.4K$17.9K+$4602026-11-06
Compass Financial Management LLC
DECREASED331734-403-55%$29.5K$13.3K-$16.1K2026-10-30
Assetmark, Inc
UNCHANGED16016000%$6.3K$6.4K+$1662026-10-21
Creative Financial Designs Inc
UNCHANGED979700%$3.8K$3.9K+$1002026-11-04
Montgomery Financial Services LLC
UNCHANGED737300%$2.9K$2.9K+$762026-11-03
IFP Advisors, Inc
UNCHANGED707000%$2.7K$2.8K+$732026-10-16
AdvisorNet Financial, Inc
CLOSED01,460-1,460-100%$57.3K$0-$57.3K2026-10-15
CoreCap Advisors, LLC
CLOSED0157-157-100%$6.2K$0-$6.2K2026-10-08
AE Wealth Management LLC
N/A—1,476,569-1,476,569-100%$58.0M———
Osaic Holdings, Inc.
N/A—92,833-92,833-100%$3.6M———
Raymond James Financial Inc
N/A—79,911-79,911-100%$3.1M———
Richmond Brothers, Inc.
N/A—60,114-60,114-100%$2.4M———
Susquehanna International Group, LLP
N/A—44,778-44,778-100%$1.8M———
Cetera Investment Advisers
N/A—41,528-41,528-100%$1.6M———
FSA Advisors, Inc.
N/A—30,441-30,441-100%$1.2M———
Nvest Financial, LLC
N/A—26,039-26,039-100%$1.0M———
Old Mission Capital LLC
N/A—25,436-25,436-100%$998.7K———
Citadel Advisors LLC
N/A—17,284-17,284-100%$678.6K———
Sanctuary Advisors, LLC
N/A—12,290-12,290-100%$482.5K———
Allianz SE
N/A—5,000-5,000-100%$196.3K———
BFC Planning, Inc.
N/A—2,081-2,081-100%$81.7K———
JPMorgan Chase & Co
N/A—298-298-100%$11.6K———
Northwestern Mutual Wealth Management Co
N/A—255-255-100%$10.0K———
Showing 50 of 50 institutions