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Alianzim US EQ Bfr20 Jul-Usd (JULW)

CUSIP: 00888H406 | NYSE | 166 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC1,134,539
0.1% of portfolio›$47.1M
Kestra Advisory Services, LLC133,818
0.0% of portfolio›$5.6M
Long Island Wealth Management, Inc.117,184
1.9% of portfolio›$4.9M
Cambridge Investment Research Advisors, Inc.87,896
0.0% of portfolio›$3.6M
BIP Wealth, LLC61,349
0.1% of portfolio›$2.5M
Concurrent Investment Advisors, LLC44,669
0.0% of portfolio›$1.9M
Spire Wealth Management39,824
0.1% of portfolio›$1.7M
Aegis Wealth Management, Inc.35,789
0.9% of portfolio›$1.5M
IFP Advisors, Inc33,272
0.0% of portfolio›$1.4M
Diversify Wealth Management, LLC33,001
0.0% of portfolio›$1.4M
Diversify Advisory Services, LLC33,001
0.0% of portfolio›$1.4M
RFG Advisory, LLC28,139
0.0% of portfolio›$1.2M
Focus Financial Network, Inc.26,863
0.0% of portfolio›$1.1M
Cypress Wealth Services, LLC26,852
0.1% of portfolio›$1.1M
Joseph P. Lucia & Associates, LLC25,340
0.3% of portfolio›$1.1M
Castle Rock Wealth Management, LLC24,250
0.2% of portfolio›$1.0M
Midwest Financial Network, LLC18,920
0.5% of portfolio›$785.3K
Independent Financial Group, LLC18,540
0.0% of portfolio›$769.5K
Nations Financial Group Inc,17,314
0.0% of portfolio›$718.6K
Grantvest Financial Group LLC16,986
0.4% of portfolio›$705.0K
Farther Finance Advisors, LLC15,582
0.0% of portfolio›$646.7K
Advisory Solutions Group, LLC12,771
0.1% of portfolio›$530.1K
Advus Financial Partners, LLC11,612
0.1% of portfolio›$482.0K
Stirlingshire Investments, Inc.9,826
0.3% of portfolio›$407.8K
Elevation Wealth Management LLC9,585
0.3% of portfolio›$397.8K
HB Wealth Management, LLC9,357
0.0% of portfolio›$388.4K
Lantern Wealth Advisors, LLC8,711
0.2% of portfolio›$361.6K
Strategic Blueprint, LLC7,582
0.0% of portfolio›$314.7K
JIM Saulnier & Associates, LLC6,969
0.1% of portfolio›$289.3K
Greenbush Financial Group, LLC6,085
0.1% of portfolio›$252.6K
PFG Advisors5,920
0.0% of portfolio›$245.7K
Carmel Capital Partners, LLC5,700
0.1% of portfolio›$236.6K
Sagespring Wealth Partners, LLC4,863
0.0% of portfolio›$201.8K
Dhjj Financial Advisors, Ltd.3,913
0.0% of portfolio›$162.4K
Lloyd Advisory Services, Llc.3,820
0.1% of portfolio›$158.6K
Elevated Capital Advisors, LLC1,747
0.0% of portfolio›$72.5K
Creative Financial Designs Inc1,167
0.0% of portfolio›$48.4K
Compass Financial Management LLC778
0.0% of portfolio›$32.3K
Tounjian Advisory Partners, LLC320
0.0% of portfolio›$13.3K
Trust Co of Vermont164
0.0% of portfolio›$6.8K
CoreCap Advisors, LLC80
0.0% of portfolio›$3.3K
Networth Advisors, LLC35
0.0% of portfolio›$1.5K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
1,134,539$47.1M0.1%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
133,818$5.6M0.0%CoreLowAustin, TX2026-11-02
Long Island Wealth Management, Inc.
117,184$4.9M1.9%ETFLowMelville, NY2026-10-20
Cambridge Investment Research Advisors, Inc.
87,896$3.6M0.0%ETFLowFairfield, IA2026-11-02
BIP Wealth, LLC
61,349$2.5M0.1%ETFMediumAtlanta, GA2026-10-22
Concurrent Investment Advisors, LLC
44,669$1.9M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
39,824$1.7M0.1%GrowthMediumMclean, VA2026-10-30
Aegis Wealth Management, Inc.
35,789$1.5M0.9%ETFMediumGuthrie Center, IA2026-10-26
IFP Advisors, Inc
33,272$1.4M0.0%GrowthLowTampa, FL2026-10-16
Diversify Wealth Management, LLC
33,001$1.4M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
33,001$1.4M0.0%GrowthLowSandy, UT2026-10-20
RFG Advisory, LLC
28,139$1.2M0.0%ETFMediumBirmingham, AL2026-11-03
Focus Financial Network, Inc.
26,863$1.1M0.0%ETFLowMinneapolis, MN2026-10-14
Cypress Wealth Services, LLC
26,852$1.1M0.1%ETFLowPalm Desert, CA2026-10-21
Joseph P. Lucia & Associates, LLC
25,340$1.1M0.3%ETFVery LowYorktown Heights, NY2026-10-30
Castle Rock Wealth Management, LLC
24,250$1.0M0.2%GrowthMediumWalnut Creek, CA2026-10-09
Midwest Financial Network, LLC
18,920$785.3K0.5%ETFHighTinley Park, IL2026-10-13
Independent Financial Group, LLC
18,540$769.5K0.0%GrowthLowSan Diego, CA2026-10-13
Nations Financial Group Inc,
17,314$718.6K0.0%CoreLowCedar Rapids, IA2026-11-05
Grantvest Financial Group LLC
16,986$705.0K0.4%ETFLowMatawan, NJ2026-10-21
Farther Finance Advisors, LLC
15,582$646.7K0.0%IndexLowSan Francisco, CA2026-10-08
Advisory Solutions Group, LLC
12,771$530.1K0.1%ETFN/APlymouth, MN2026-10-14
Advus Financial Partners, LLC
11,612$482.0K0.1%ETFLowWinter Park, FL2026-10-20
Stirlingshire Investments, Inc.
9,826$407.8K0.3%ETFMediumNew York, NY2026-11-05
Elevation Wealth Management LLC
9,585$397.8K0.3%Agg GrowthLowEden Prairie, MN2026-11-02
HB Wealth Management, LLC
9,357$388.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Lantern Wealth Advisors, LLC
8,711$361.6K0.2%GrowthLowMelville, NY2026-10-22
Strategic Blueprint, LLC
7,582$314.7K0.0%ETFLowAtlanta, GA2026-10-22
JIM Saulnier & Associates, LLC
6,969$289.3K0.1%ETFLowFort Collins, CO2026-11-04
Greenbush Financial Group, LLC
6,085$252.6K0.1%ETFLowAlbany, NY2026-10-15
PFG Advisors
5,920$245.7K0.0%ETFMediumPhoenix, AZ2026-10-16
Carmel Capital Partners, LLC
5,700$236.6K0.1%ValueMediumSan Diego, CA2026-11-03
Sagespring Wealth Partners, LLC
4,863$201.8K0.0%ETFLowFranklin, TN2026-10-22
Dhjj Financial Advisors, Ltd.
3,913$162.4K0.0%ETFVery LowNaperville, IL2026-10-23
Lloyd Advisory Services, Llc.
3,820$158.6K0.1%ETFVery HighSuwanee, GA2026-11-02
Elevated Capital Advisors, LLC
1,747$72.5K0.0%ETFMediumSandy, UT2026-11-04
Creative Financial Designs Inc
1,167$48.4K0.0%ETFMediumKokomo, IN2026-11-04
Compass Financial Management LLC
778$32.3K0.0%CoreN/ATampa, FL2026-10-30
Tounjian Advisory Partners, LLC
320$13.3K0.0%GrowthHighFort Myers, FL2026-11-04
Trust Co of Vermont
164$6.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
CoreCap Advisors, LLC
80$3.3K0.0%ETFMediumSouthfield, MI2026-10-08
Networth Advisors, LLC
35$1.5K0.0%ETFMediumCanonsburg, PA2026-11-03