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Allian US EQU 6 MON Bu10-Usd (SIXJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
RFG Advisory, LLC
INCREASED
Shares345,282 from 336,319
Change+8,963 (+3%)
Value$12.9M (+$610.1K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares272,452 from 285,356
Change-12,904 (-5%)
Value$10.2M (-$247.4K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares181,694 from 182,665
Change-971 (-1%)
Value$6.8M (+$113.6K)
Filed 2026-11-06
Hofer & Associates. Inc
NEW
Shares145,590
Change+145,590
Value$5.4M
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares145,590 from 290,848
Change-145,258 (-50%)
Value$5.4M (-$5.2M)
Filed 2026-10-14
USA Financial Formulas
NEW
Shares138,135
Change+138,135
Value$5.2M
Filed 2026-10-16
BIP Wealth, LLC
INCREASED
Shares74,378 from 66,516
Change+7,862 (+12%)
Value$2.8M (+$347.8K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares66,160 from 59,358
Change+6,802 (+11%)
Value$2.5M (+$302.4K)
Filed 2026-11-02
First Heartland Consultants, Inc.
INCREASED
Shares42,138 from 38,671
Change+3,467 (+9%)
Value$1.6M (+$161.0K)
Filed 2026-10-08
Retirement Guys Formula LLC
DECREASED
Shares36,264 from 36,974
Change-710 (-2%)
Value$1.4M (+$3.8K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares35,396 from 36,837
Change-1,441 (-4%)
Value$1.3M (-$24.0K)
Filed 2026-11-02
Independent Financial Group, LLC
DECREASED
Shares27,218 from 28,719
Change-1,501 (-5%)
Value$1.0M (-$32.4K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares25,784 from 25,745
Change+39 (+0%)
Value$961.7K (+$22.6K)
Filed 2026-11-05
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares20,873 from 19,563
Change+1,310 (+7%)
Value$778.6K (+$64.9K)
Filed 2026-10-15
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares14,614 from 17,740
Change-3,126 (-18%)
Value$545.1K (-$102.1K)
Filed 2026-10-14
Access Financial Services, Inc.
NEW
Shares14,115
Change+14,115
Value$526.5K
Filed 2026-11-09
Harbour Investments, Inc.
INCREASED
Shares11,530 from 11,188
Change+342 (+3%)
Value$430.1K (+$21.9K)
Filed 2026-11-09
Great Valley Advisor Group, Inc.
NEW
Shares9,997
Change+9,997
Value$373.0K
Filed 2026-11-09
Silver OAK Securities, Incorporated
DECREASED
Shares8,945 from 10,252
Change-1,307 (-13%)
Value$327.2K (-$46.8K)
Filed 2026-11-09
Secure Asset Management, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$298.4K (+$6.6K)
Filed 2026-10-19
Csenge Advisory Group
DECREASED
Shares7,226 from 7,311
Change-85 (-1%)
Value$269.5K (+$2.8K)
Filed 2026-11-04
BridgePort Financial Solutions, LLC
UNCHANGED
Shares6,222 from 6,222
Change0 (0%)
Value$232.1K (+$5.1K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares3,291 from 3,362
Change-71 (-2%)
Value$122.8K (+$108)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
DECREASED
Shares1,235 from 1,296
Change-61 (-5%)
Value$46.1K (-$1.2K)
Filed 2026-11-02
Lanark Financial, Inc.
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$27.0K (+$595)
Filed 2026-10-26
Elevated Capital Advisors, LLC
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$23.4K (+$515)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares445 from 358
Change+87 (+24%)
Value$16.6K (+$3.5K)
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares376 from 426
Change-50 (-12%)
Value$14.0K (-$1.5K)
Filed 2026-10-16
Assetmark, Inc
UNCHANGED
Shares354 from 354
Change0 (0%)
Value$13.2K (+$290)
Filed 2026-10-21
Kingdom Financial Group Llc.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$4.0K (+$87)
Filed 2026-11-04
PNC Financial Services Group, Inc.
NEW
Shares100
Change+100
Value$3.7K
Filed 2026-11-06
Networth Advisors, LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$3.4K (+$74)
Filed 2026-11-03
IFG Advisory, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$1.8K (+$38)
Filed 2026-11-09
Compass Financial Management LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.0K (+$4)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$373 (+$8)
Filed 2026-10-23
Lido Advisors, LLC
CLOSED
Shares0 from 5,840
Change-5,840 (-100%)
Value$0 (-$213.0K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-28
Osaic Holdings, Inc.
N/A
Shares— from 652,774
Change-652,774 (-100%)
Value—
Allianz SE
N/A
Shares— from 271,756
Change-271,756 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 246,296
Change-246,296 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 131,169
Change-131,169 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 127,960
Change-127,960 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 93,770
Change-93,770 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 87,076
Change-87,076 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 24,083
Change-24,083 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 21,302
Change-21,302 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 17,851
Change-17,851 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,111
Change-13,111 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 12,320
Change-12,320 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,070
Change-9,070 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 8,563
Change-8,563 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,847
Change-3,847 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,227
Change-2,227 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 51
Change-51 (-100%)
Value—
Status
RFG Advisory, LLC
INCREASED345,282336,319+8,963+3%$12.3M$12.9M+$610.1K2026-11-03
Commonwealth Equity Services, LLC
DECREASED272,452285,356-12,904-5%$10.4M$10.2M-$247.4K2026-11-02
LPL Financial LLC
DECREASED181,694182,665-971-1%$6.7M$6.8M+$113.6K2026-11-06
Hofer & Associates. Inc
NEW145,590—+145,590——$5.4M—2026-10-13
RED Crane Wealth Management, LLC
DECREASED145,590290,848-145,258-50%$10.6M$5.4M-$5.2M2026-10-14
USA Financial Formulas
NEW138,135—+138,135——$5.2M—2026-10-16
BIP Wealth, LLC
INCREASED74,37866,516+7,862+12%$2.4M$2.8M+$347.8K2026-10-22
Kestra Advisory Services, LLC
INCREASED66,16059,358+6,802+11%$2.2M$2.5M+$302.4K2026-11-02
First Heartland Consultants, Inc.
INCREASED42,13838,671+3,467+9%$1.4M$1.6M+$161.0K2026-10-08
Retirement Guys Formula LLC
DECREASED36,26436,974-710-2%$1.3M$1.4M+$3.8K2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED35,39636,837-1,441-4%$1.3M$1.3M-$24.0K2026-11-02
Independent Financial Group, LLC
DECREASED27,21828,719-1,501-5%$1.0M$1.0M-$32.4K2026-10-13
Nations Financial Group Inc,
INCREASED25,78425,745+39+0%$939.2K$961.7K+$22.6K2026-11-05
Comprehensive Financial Consultants Institutional, Inc.
INCREASED20,87319,563+1,310+7%$713.7K$778.6K+$64.9K2026-10-15
Patriot Financial Group Insurance Agency, LLC
DECREASED14,61417,740-3,126-18%$647.2K$545.1K-$102.1K2026-10-14
Access Financial Services, Inc.
NEW14,115—+14,115——$526.5K—2026-11-09
Harbour Investments, Inc.
INCREASED11,53011,188+342+3%$408.1K$430.1K+$21.9K2026-11-09
Great Valley Advisor Group, Inc.
NEW9,997—+9,997——$373.0K—2026-11-09
Silver OAK Securities, Incorporated
DECREASED8,94510,252-1,307-13%$374.0K$327.2K-$46.8K2026-11-09
Secure Asset Management, LLC
UNCHANGED8,0008,00000%$291.8K$298.4K+$6.6K2026-10-19
Csenge Advisory Group
DECREASED7,2267,311-85-1%$266.7K$269.5K+$2.8K2026-11-04
BridgePort Financial Solutions, LLC
UNCHANGED6,2226,22200%$227.0K$232.1K+$5.1K2026-11-02
Creative Financial Designs Inc
DECREASED3,2913,362-71-2%$122.6K$122.8K+$1082026-11-04
Lloyd Advisory Services, Llc.
DECREASED1,2351,296-61-5%$47.3K$46.1K-$1.2K2026-11-02
Lanark Financial, Inc.
UNCHANGED72572500%$26.4K$27.0K+$5952026-10-26
Elevated Capital Advisors, LLC
UNCHANGED62862800%$22.9K$23.4K+$5152026-11-04
CoreCap Advisors, LLC
INCREASED445358+87+24%$13.1K$16.6K+$3.5K2026-10-08
IFP Advisors, Inc
DECREASED376426-50-12%$15.5K$14.0K-$1.5K2026-10-16
Assetmark, Inc
UNCHANGED35435400%$12.9K$13.2K+$2902026-10-21
Kingdom Financial Group Llc.
UNCHANGED10610600%$3.9K$4.0K+$872026-11-04
PNC Financial Services Group, Inc.
NEW100—+100——$3.7K—2026-11-06
Networth Advisors, LLC
UNCHANGED919100%$3.3K$3.4K+$742026-11-03
IFG Advisory, LLC
UNCHANGED474700%$1.7K$1.8K+$382026-11-09
Compass Financial Management LLC
UNCHANGED272700%$1.0K$1.0K+$42026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED101000%$365$373+$82026-10-23
Lido Advisors, LLC
CLOSED05,840-5,840-100%$213.0K$0-$213.0K2026-11-04
Financial Network Wealth Advisors LLC
CLOSED0122-122-100%$4.5K$0-$4.5K2026-10-28
Osaic Holdings, Inc.
N/A—652,774-652,774-100%$23.8M———
Allianz SE
N/A—271,756-271,756-100%$9.9M———
Cetera Investment Advisers
N/A—246,296-246,296-100%$9.0M———
Envestnet Asset Management Inc
N/A—131,169-131,169-100%$4.8M———
USA Financial Formulas
N/A—127,960-127,960-100%$4.7M———
World Investment Advisors
N/A—93,770-93,770-100%$3.4M———
Raymond James Financial Inc
N/A—87,076-87,076-100%$3.2M———
Orion Porfolio Solutions, LLC
N/A—24,083-24,083-100%$878.5K———
Bcgm Wealth Management, LLC
N/A—21,302-21,302-100%$777.1K———
Janney Montgomery Scott LLC
N/A—17,851-17,851-100%$651.0K———
Susquehanna International Group, LLP
N/A—13,111-13,111-100%$478.3K———
Old Mission Capital LLC
N/A—12,320-12,320-100%$449.4K———
OneDigital Investment Advisors LLC
N/A—9,700-9,700-100%$353.9K———
AE Wealth Management LLC
N/A—9,070-9,070-100%$330.9K———
Wealthquest Corp
N/A—8,563-8,563-100%$312.4K———
Vistica Wealth Advisors, LLC
N/A—7,500-7,500-100%$273.6K———
Sequent Planning LLC
N/A—5,524-5,524-100%$201.5K———
Centaurus Financial, Inc.
N/A—3,847-3,847-100%$140.0K———
Arax Advisory Partners
N/A—2,227-2,227-100%$81.2K———
Northwestern Mutual Wealth Management Co
N/A—51-51-100%$1.9K———
Showing 57 of 57 institutions