IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Allian US EQU 6 MON Bu10-Usd (SIXO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
RFG Advisory, LLC
INCREASED
Shares348,490 from 339,078
Change+9,412 (+3%)
Value$12.8M (+$602.5K)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares164,084 from 162,813
Change+1,271 (+1%)
Value$6.0M (+$170.3K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares145,042 from 152,727
Change-7,685 (-5%)
Value$5.3M (-$165.4K)
Filed 2026-11-02
USA Financial Formulas
NEW
Shares137,895
Change+137,895
Value$5.1M
Filed 2026-10-16
BIP Wealth, LLC
DECREASED
Shares113,965 from 128,708
Change-14,743 (-11%)
Value$4.2M (-$442.2K)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares84,124 from 92,073
Change-7,949 (-9%)
Value$3.1M (-$221.2K)
Filed 2026-10-14
Hofer & Associates. Inc
NEW
Shares61,618
Change+61,618
Value$2.3M
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares61,618 from 65,465
Change-3,847 (-6%)
Value$2.3M (-$91.2K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares59,704 from 57,977
Change+1,727 (+3%)
Value$2.2M (+$107.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares41,609 from 40,190
Change+1,419 (+4%)
Value$1.5M (+$82.5K)
Filed 2026-11-02
First Heartland Consultants, Inc.
INCREASED
Shares38,569 from 30,137
Change+8,432 (+28%)
Value$1.4M (+$331.8K)
Filed 2026-10-08
Nations Financial Group Inc,
INCREASED
Shares24,859 from 24,741
Change+118 (+0%)
Value$910.6K (+$23.1K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares12,406 from 12,650
Change-244 (-2%)
Value$454.4K (+$677)
Filed 2026-10-16
Secure Asset Management, LLC
UNCHANGED
Shares10,702 from 10,702
Change0 (0%)
Value$392.0K (+$8.1K)
Filed 2026-10-19
Financial Network Wealth Advisors LLC
UNCHANGED
Shares10,334 from 10,334
Change0 (0%)
Value$378.5K (+$7.9K)
Filed 2026-10-28
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares10,271 from 8,329
Change+1,942 (+23%)
Value$376.2K (+$77.5K)
Filed 2026-10-21
Independent Financial Group, LLC
DECREASED
Shares10,221 from 11,261
Change-1,040 (-9%)
Value$374.4K (-$29.5K)
Filed 2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares8,920 from 8,578
Change+342 (+4%)
Value$326.7K (+$19.0K)
Filed 2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
UNCHANGED
Shares6,507 from 6,507
Change0 (0%)
Value$238.4K (+$4.9K)
Filed 2026-10-15
Elevated Capital Advisors, LLC
DECREASED
Shares4,361 from 111,448
Change-107,087 (-96%)
Value$159.7K (-$3.8M)
Filed 2026-11-04
Creative Financial Designs Inc
DECREASED
Shares3,421 from 3,636
Change-215 (-6%)
Value$125.3K (-$5.1K)
Filed 2026-11-04
Barclays PLC
UNCHANGED
Shares1,498 from 1,498
Change0 (0%)
Value$54.9K (+$1.1K)
Filed 2026-11-06
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares912 from 912
Change0 (0%)
Value$33.4K (+$694)
Filed 2026-10-29
Mosley Wealth Management
DECREASED
Shares815 from 904
Change-89 (-10%)
Value$30.0K (-$2.4K)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$25.4K (+$527)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares685 from 327
Change+358 (+109%)
Value$25.1K (+$13.4K)
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares493 from 410
Change+83 (+20%)
Value$18.1K (+$3.4K)
Filed 2026-10-08
Tounjian Advisory Partners, LLC
DECREASED
Shares476 from 1,161
Change-685 (-59%)
Value$17.4K (-$24.2K)
Filed 2026-11-04
POM Investment Strategies, LLC
DECREASED
Shares115 from 145
Change-30 (-21%)
Value$4.2K (-$989)
Filed 2026-10-20
Compass Financial Management LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$3.9K (+$40)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$587 (+$13)
Filed 2026-10-23
Osaic Holdings, Inc.
N/A
Shares— from 360,733
Change-360,733 (-100%)
Value—
Allianz SE
N/A
Shares— from 261,947
Change-261,947 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 143,700
Change-143,700 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 125,255
Change-125,255 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 111,434
Change-111,434 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 65,377
Change-65,377 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 62,949
Change-62,949 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 44,180
Change-44,180 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 41,486
Change-41,486 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 26,990
Change-26,990 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 26,550
Change-26,550 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 26,223
Change-26,223 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 25,479
Change-25,479 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,553
Change-24,553 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 22,890
Change-22,890 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 20,456
Change-20,456 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 19,853
Change-19,853 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 8,784
Change-8,784 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 7,968
Change-7,968 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,805
Change-6,805 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 6,682
Change-6,682 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,406
Change-6,406 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,738
Change-5,738 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,581
Change-5,581 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,222
Change-3,222 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 304
Change-304 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 231
Change-231 (-100%)
Value—
Status
RFG Advisory, LLC
INCREASED348,490339,078+9,412+3%$12.2M$12.8M+$602.5K2026-11-03
LPL Financial LLC
INCREASED164,084162,813+1,271+1%$5.8M$6.0M+$170.3K2026-11-06
Commonwealth Equity Services, LLC
DECREASED145,042152,727-7,685-5%$5.5M$5.3M-$165.4K2026-11-02
USA Financial Formulas
NEW137,895—+137,895——$5.1M—2026-10-16
BIP Wealth, LLC
DECREASED113,965128,708-14,743-11%$4.6M$4.2M-$442.2K2026-10-22
Patriot Financial Group Insurance Agency, LLC
DECREASED84,12492,073-7,949-9%$3.3M$3.1M-$221.2K2026-10-14
Hofer & Associates. Inc
NEW61,618—+61,618——$2.3M—2026-10-13
RED Crane Wealth Management, LLC
DECREASED61,61865,465-3,847-6%$2.3M$2.3M-$91.2K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED59,70457,977+1,727+3%$2.1M$2.2M+$107.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED41,60940,190+1,419+4%$1.4M$1.5M+$82.5K2026-11-02
First Heartland Consultants, Inc.
INCREASED38,56930,137+8,432+28%$1.1M$1.4M+$331.8K2026-10-08
Nations Financial Group Inc,
INCREASED24,85924,741+118+0%$887.5K$910.6K+$23.1K2026-11-05
IFP Advisors, Inc
DECREASED12,40612,650-244-2%$453.8K$454.4K+$6772026-10-16
Secure Asset Management, LLC
UNCHANGED10,70210,70200%$383.9K$392.0K+$8.1K2026-10-19
Financial Network Wealth Advisors LLC
UNCHANGED10,33410,33400%$370.7K$378.5K+$7.9K2026-10-28
Mid-American Wealth Advisory Group, Inc.
INCREASED10,2718,329+1,942+23%$298.8K$376.2K+$77.5K2026-10-21
Independent Financial Group, LLC
DECREASED10,22111,261-1,040-9%$403.9K$374.4K-$29.5K2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
INCREASED8,9208,578+342+4%$307.7K$326.7K+$19.0K2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
UNCHANGED6,5076,50700%$233.4K$238.4K+$4.9K2026-10-15
Elevated Capital Advisors, LLC
DECREASED4,361111,448-107,087-96%$4.0M$159.7K-$3.8M2026-11-04
Creative Financial Designs Inc
DECREASED3,4213,636-215-6%$130.4K$125.3K-$5.1K2026-11-04
Barclays PLC
UNCHANGED1,4981,49800%$53.7K$54.9K+$1.1K2026-11-06
Blue Bell Private Wealth Management, LLC
UNCHANGED91291200%$32.7K$33.4K+$6942026-10-29
Mosley Wealth Management
DECREASED815904-89-10%$32.4K$30.0K-$2.4K2026-10-16
Lloyd Advisory Services, Llc.
UNCHANGED69369300%$24.9K$25.4K+$5272026-11-02
Assetmark, Inc
INCREASED685327+358+109%$11.7K$25.1K+$13.4K2026-10-21
CoreCap Advisors, LLC
INCREASED493410+83+20%$14.7K$18.1K+$3.4K2026-10-08
Tounjian Advisory Partners, LLC
DECREASED4761,161-685-59%$41.6K$17.4K-$24.2K2026-11-04
POM Investment Strategies, LLC
DECREASED115145-30-21%$5.2K$4.2K-$9892026-10-20
Compass Financial Management LLC
UNCHANGED10610600%$3.8K$3.9K+$402026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED161600%$574$587+$132026-10-23
Osaic Holdings, Inc.
N/A—360,733-360,733-100%$12.9M———
Allianz SE
N/A—261,947-261,947-100%$9.4M———
Cetera Investment Advisers
N/A—143,700-143,700-100%$5.2M———
USA Financial Formulas
N/A—125,255-125,255-100%$4.5M———
Beck Capital Management, LLC
N/A—111,434-111,434-100%$4.0M———
GTS Financial, LLC
N/A—65,377-65,377-100%$2.2M———
Envestnet Asset Management Inc
N/A—62,949-62,949-100%$2.3M———
Raymond James Financial Inc
N/A—44,180-44,180-100%$1.6M———
Fortis Capital Management LLC
N/A—41,486-41,486-100%$1.5M———
AE Wealth Management LLC
N/A—26,990-26,990-100%$968.1K———
IFG Advisory, LLC
N/A—26,550-26,550-100%$952.3K———
Old Mission Capital LLC
N/A—26,223-26,223-100%$940.6K———
HRT Financial LP
N/A—25,479-25,479-100%$913.0K———
Susquehanna International Group, LLP
N/A—24,553-24,553-100%$880.7K———
World Investment Advisors
N/A—22,890-22,890-100%$821.1K———
Harbour Investments, Inc.
N/A—20,456-20,456-100%$733.8K———
Jane Street Group, LLC
N/A—19,853-19,853-100%$712.1K———
Main Street Financial Solutions, LLC
N/A—8,784-8,784-100%$315.1K———
Foundations Investment Advisors, LLC
N/A—7,968-7,968-100%$285.8K———
Goldman Sachs Group Inc
N/A—6,805-6,805-100%$244.1K———
Forty-three Eighteen Advisors, LLC
N/A—6,800-6,800-100%$243.9K———
CreativeOne Wealth, LLC
N/A—6,682-6,682-100%$239.7K———
Arkadios Wealth Advisors
N/A—6,406-6,406-100%$229.8K———
MML Investors Services, LLC
N/A—5,738-5,738-100%$205.8K———
Citadel Advisors LLC
N/A—5,581-5,581-100%$200.2K———
Centaurus Financial, Inc.
N/A—3,222-3,222-100%$116.0K———
Northwestern Mutual Wealth Management Co
N/A—304-304-100%$10.9K———
JPMorgan Chase & Co
N/A—231-231-100%$8.3K———
Showing 59 of 59 institutions