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Alnzim US EQT Bfr2 NO Et-Usd (NVBW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
DECREASED
Shares164,487 from 164,946
Change-459 (0%)
Value$6.0M (+$131.7K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares123,105 from 136,236
Change-13,131 (-10%)
Value$4.5M (-$356.9K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares108,172 from 235,388
Change-127,216 (-54%)
Value$3.9M (-$4.4M)
Filed 2026-11-02
Castle Rock Wealth Management, LLC
DECREASED
Shares73,972 from 74,803
Change-831 (-1%)
Value$2.7M (+$60.9K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
NEW
Shares65,235
Change+65,235
Value$2.4M
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares64,792 from 65,228
Change-436 (-1%)
Value$2.4M (+$42.8K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares37,892 from 38,248
Change-356 (-1%)
Value$1.4M (+$22.0K)
Filed 2026-11-02
Harbour Investments, Inc.
DECREASED
Shares29,806 from 38,305
Change-8,499 (-22%)
Value$1.1M (-$275.9K)
Filed 2026-11-09
JIM Saulnier & Associates, LLC
UNCHANGED
Shares18,344 from 18,344
Change0 (0%)
Value$669.8K (+$16.5K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares18,187 from 17,886
Change+301 (+2%)
Value$664.1K (+$27.1K)
Filed 2026-10-08
Focus Financial Network, Inc.
DECREASED
Shares15,396 from 16,313
Change-917 (-6%)
Value$562.2K (-$18.8K)
Filed 2026-10-14
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares12,719 from 12,719
Change0 (0%)
Value$464.4K (+$11.4K)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares12,231 from 12,266
Change-35 (0%)
Value$446.6K (+$9.8K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares11,604 from 11,604
Change0 (0%)
Value$426.8K (+$11.1K)
Filed 2026-10-13
PFG Advisors
DECREASED
Shares11,283 from 17,361
Change-6,078 (-35%)
Value$412.0K (-$206.3K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares10,923 from 10,923
Change0 (0%)
Value$398.9K (+$9.8K)
Filed 2026-10-08
Diversify Wealth Management, LLC
UNCHANGED
Shares10,456 from 10,456
Change0 (0%)
Value$385.4K (+$12.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
UNCHANGED
Shares10,456 from 10,456
Change0 (0%)
Value$385.4K (+$12.7K)
Filed 2026-10-20
Elevation Wealth Management LLC
UNCHANGED
Shares10,420 from 10,420
Change0 (0%)
Value$380.5K (+$9.4K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares9,412 from 9,332
Change+80 (+1%)
Value$343.7K (+$11.3K)
Filed 2026-10-22
Grantvest Financial Group LLC
UNCHANGED
Shares7,390 from 7,390
Change0 (0%)
Value$269.8K (+$6.7K)
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares7,226 from 7,226
Change0 (0%)
Value$263.9K (+$6.5K)
Filed 2026-10-14
Advus Financial Partners, LLC
UNCHANGED
Shares6,637 from 6,637
Change0 (0%)
Value$242.4K (+$6.0K)
Filed 2026-10-20
Creative Planning
UNCHANGED
Shares6,593 from 6,593
Change0 (0%)
Value$240.7K (+$5.9K)
Filed 2026-11-02
Allegheny Financial Group
UNCHANGED
Shares5,760 from 5,760
Change0 (0%)
Value$210.3K (+$5.2K)
Filed 2026-11-05
First Heartland Consultants, Inc.
DECREASED
Shares5,679 from 6,022
Change-343 (-6%)
Value$207.4K (-$7.1K)
Filed 2026-10-08
Taylor Securities Services, Inc.
DECREASED
Shares5,666 from 6,475
Change-809 (-12%)
Value$206.9K (-$23.7K)
Filed 2026-10-20
Creative Financial Designs Inc
DECREASED
Shares4,793 from 5,175
Change-382 (-7%)
Value$175.0K (-$9.3K)
Filed 2026-11-04
POM Investment Strategies, LLC
UNCHANGED
Shares2,980 from 2,980
Change0 (0%)
Value$108.8K (+$2.7K)
Filed 2026-10-20
Blue Bell Private Wealth Management, LLC
DECREASED
Shares1,996 from 2,003
Change-7 (0%)
Value$72.9K (+$1.5K)
Filed 2026-10-29
Lloyd Advisory Services, Llc.
DECREASED
Shares462 from 486
Change-24 (-5%)
Value$16.9K (-$439)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$12.1K (+$297)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
DECREASED
Shares325 from 820
Change-495 (-60%)
Value$11.9K (-$17.3K)
Filed 2026-10-30
Barclays PLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$4.7K (+$116)
Filed 2026-11-06
CoreCap Advisors, LLC
NEW
Shares86
Change+86
Value$3.1K
Filed 2026-10-08
American Asset Management Inc.
N/A
Shares— from 227,201
Change-227,201 (-100%)
Value—
Allianz SE
N/A
Shares— from 191,778
Change-191,778 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 177,423
Change-177,423 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 163,340
Change-163,340 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 104,325
Change-104,325 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 31,318
Change-31,318 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 26,019
Change-26,019 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 24,290
Change-24,290 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 22,879
Change-22,879 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 22,823
Change-22,823 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 16,911
Change-16,911 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 14,687
Change-14,687 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,762
Change-11,762 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,242
Change-10,242 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 7,518
Change-7,518 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,922
Change-4,922 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
UBS Group AG
N/A
Shares— from 267
Change-267 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Status
Kestra Advisory Services, LLC
DECREASED164,487164,946-4590%$5.9M$6.0M+$131.7K2026-11-02
LPL Financial LLC
DECREASED123,105136,236-13,131-10%$4.9M$4.5M-$356.9K2026-11-06
Commonwealth Equity Services, LLC
DECREASED108,172235,388-127,216-54%$8.4M$3.9M-$4.4M2026-11-02
Castle Rock Wealth Management, LLC
DECREASED73,97274,803-831-1%$2.7M$2.7M+$60.9K2026-10-09
Concurrent Investment Advisors, LLC
NEW65,235—+65,235——$2.4M—2026-10-16
Spire Wealth Management
DECREASED64,79265,228-436-1%$2.3M$2.4M+$42.8K2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED37,89238,248-356-1%$1.4M$1.4M+$22.0K2026-11-02
Harbour Investments, Inc.
DECREASED29,80638,305-8,499-22%$1.4M$1.1M-$275.9K2026-11-09
JIM Saulnier & Associates, LLC
UNCHANGED18,34418,34400%$653.3K$669.8K+$16.5K2026-11-04
Farther Finance Advisors, LLC
INCREASED18,18717,886+301+2%$637.0K$664.1K+$27.1K2026-10-08
Focus Financial Network, Inc.
DECREASED15,39616,313-917-6%$581.0K$562.2K-$18.8K2026-10-14
Joseph P. Lucia & Associates, LLC
UNCHANGED12,71912,71900%$453.0K$464.4K+$11.4K2026-10-30
IFP Advisors, Inc
DECREASED12,23112,266-350%$436.9K$446.6K+$9.8K2026-10-16
Wealth Enhancement Advisory Services, LLC
UNCHANGED11,60411,60400%$415.7K$426.8K+$11.1K2026-10-13
PFG Advisors
DECREASED11,28317,361-6,078-35%$618.3K$412.0K-$206.3K2026-10-16
Avidian Wealth Enterprises, LLC
UNCHANGED10,92310,92300%$389.0K$398.9K+$9.8K2026-10-08
Diversify Wealth Management, LLC
UNCHANGED10,45610,45600%$372.7K$385.4K+$12.7K2026-10-20
Diversify Advisory Services, LLC
UNCHANGED10,45610,45600%$372.7K$385.4K+$12.7K2026-10-20
Elevation Wealth Management LLC
UNCHANGED10,42010,42000%$371.1K$380.5K+$9.4K2026-11-02
Sagespring Wealth Partners, LLC
INCREASED9,4129,332+80+1%$332.3K$343.7K+$11.3K2026-10-22
Grantvest Financial Group LLC
UNCHANGED7,3907,39000%$263.2K$269.8K+$6.7K2026-10-21
Patriot Financial Group Insurance Agency, LLC
UNCHANGED7,2267,22600%$257.4K$263.9K+$6.5K2026-10-14
Advus Financial Partners, LLC
UNCHANGED6,6376,63700%$236.4K$242.4K+$6.0K2026-10-20
Creative Planning
UNCHANGED6,5936,59300%$234.8K$240.7K+$5.9K2026-11-02
Allegheny Financial Group
UNCHANGED5,7605,76000%$205.1K$210.3K+$5.2K2026-11-05
First Heartland Consultants, Inc.
DECREASED5,6796,022-343-6%$214.5K$207.4K-$7.1K2026-10-08
Taylor Securities Services, Inc.
DECREASED5,6666,475-809-12%$230.6K$206.9K-$23.7K2026-10-20
Creative Financial Designs Inc
DECREASED4,7935,175-382-7%$184.3K$175.0K-$9.3K2026-11-04
POM Investment Strategies, LLC
UNCHANGED2,9802,98000%$106.1K$108.8K+$2.7K2026-10-20
Blue Bell Private Wealth Management, LLC
DECREASED1,9962,003-70%$71.3K$72.9K+$1.5K2026-10-29
Lloyd Advisory Services, Llc.
DECREASED462486-24-5%$17.3K$16.9K-$4392026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED33033000%$11.8K$12.1K+$2972026-10-23
Capital Investment Advisory Services, LLC
DECREASED325820-495-60%$29.2K$11.9K-$17.3K2026-10-30
Barclays PLC
UNCHANGED12912900%$4.6K$4.7K+$1162026-11-06
CoreCap Advisors, LLC
NEW86—+86——$3.1K—2026-10-08
American Asset Management Inc.
N/A—227,201-227,201-100%$8.1M———
Allianz SE
N/A—191,778-191,778-100%$6.8M———
Osaic Holdings, Inc.
N/A—177,423-177,423-100%$6.3M———
Cetera Investment Advisers
N/A—163,340-163,340-100%$5.8M———
Raymond James Financial Inc
N/A—104,325-104,325-100%$3.7M———
Old Mission Capital LLC
N/A—31,318-31,318-100%$1.1M———
World Investment Advisors
N/A—26,019-26,019-100%$926.6K———
Tyche Wealth Partners LLC
N/A—24,290-24,290-100%$865.1K———
Centaurus Financial, Inc.
N/A—22,879-22,879-100%$815.0K———
Susquehanna International Group, LLP
N/A—22,823-22,823-100%$812.8K———
BFC Planning, Inc.
N/A—16,911-16,911-100%$602.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—14,687-14,687-100%$523.1K———
Citadel Advisors LLC
N/A—11,762-11,762-100%$418.9K———
MML Investors Services, LLC
N/A—10,242-10,242-100%$364.8K———
HRT Financial LP
N/A—7,518-7,518-100%$267.0K———
JPMorgan Chase & Co
N/A—4,922-4,922-100%$174.7K———
ST Germain D J Co Inc
N/A—1,600-1,600-100%$57.0K———
UBS Group AG
N/A—267-267-100%$9.5K———
AE Wealth Management LLC
N/A—47-47-100%$1.7K———
Showing 54 of 54 institutions