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Alianzim US EQ Bfr20 Oct-Usd (OCTW)

CUSIP: 00888H505 | NYSE | 171 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC985,178
0.1% of portfolio›$41.4M
Kestra Advisory Services, LLC209,014
0.0% of portfolio›$8.8M
Guardian Capital, LLC160,846
5.1% of portfolio›$6.8M
Blue Bell Private Wealth Management, LLC75,944
0.4% of portfolio›$3.2M
Elevation Wealth Management LLC68,745
1.9% of portfolio›$2.9M
Concurrent Investment Advisors, LLC64,417
0.0% of portfolio›$2.7M
Spire Wealth Management61,506
0.1% of portfolio›$2.6M
Long Island Wealth Management, Inc.49,315
0.8% of portfolio›$2.1M
Advus Financial Partners, LLC48,466
0.6% of portfolio›$2.0M
Cambridge Investment Research Advisors, Inc.42,781
0.0% of portfolio›$1.8M
BIP Wealth, LLC21,665
0.0% of portfolio›$910.1K
Strategic Blueprint, LLC20,977
0.0% of portfolio›$881.2K
Castle Rock Wealth Management, LLC19,771
0.2% of portfolio›$837.6K
Midwest Financial Network, LLC18,883
0.5% of portfolio›$793.3K
Diversify Wealth Management, LLC17,912
0.0% of portfolio›$756.6K
Diversify Advisory Services, LLC17,912
0.0% of portfolio›$756.6K
Nations Financial Group Inc,16,985
0.0% of portfolio›$713.6K
Focus Financial Network, Inc.14,240
0.0% of portfolio›$598.2K
Independent Financial Group, LLC13,424
0.0% of portfolio›$563.9K
IFP Advisors, Inc12,536
0.0% of portfolio›$526.6K
Certified Advisory Corp12,465
0.0% of portfolio›$523.6K
PFG Advisors11,983
0.0% of portfolio›$503.4K
HB Wealth Management, LLC9,908
0.0% of portfolio›$416.2K
Stirlingshire Investments, Inc.9,770
0.3% of portfolio›$410.4K
First Heartland Consultants, Inc.8,485
0.0% of portfolio›$356.5K
Dhjj Financial Advisors, Ltd.8,205
0.1% of portfolio›$344.7K
JIM Saulnier & Associates, LLC8,140
0.1% of portfolio›$342.0K
Merit Financial Group, LLC7,488
0.0% of portfolio›$314.6K
Joseph P. Lucia & Associates, LLC6,988
0.1% of portfolio›$293.6K
RFG Advisory, LLC6,904
0.0% of portfolio›$290.0K
Grantvest Financial Group LLC6,667
0.2% of portfolio›$280.1K
Avidian Wealth Enterprises, LLC6,635
0.0% of portfolio›$278.7K
BridgePort Financial Solutions, LLC5,833
0.1% of portfolio›$245.0K
Gaddis Premier Wealth Advisors LLC5,028
0.1% of portfolio›$211.2K
Creative Financial Designs Inc3,155
0.0% of portfolio›$132.5K
Farther Finance Advisors, LLC2,407
0.0% of portfolio›$101.1K
Compass Financial Management LLC2,172
0.0% of portfolio›$91.2K
Lloyd Advisory Services, Llc.1,165
0.0% of portfolio›$48.9K
POM Investment Strategies, LLC870
0.0% of portfolio›$36.5K
Tounjian Advisory Partners, LLC753
0.0% of portfolio›$31.6K
Elevated Capital Advisors, LLC660
0.0% of portfolio›$27.7K
Networth Advisors, LLC134
0.0% of portfolio›$5.6K
CoreCap Advisors, LLC75
0.0% of portfolio›$3.2K
Assetmark, Inc67
0.0% of portfolio›$2.8K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
985,178$41.4M0.1%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
209,014$8.8M0.0%CoreLowAustin, TX2026-11-02
Guardian Capital, LLC
160,846$6.8M5.1%ETFHighWexford, PA2026-11-06
Blue Bell Private Wealth Management, LLC
75,944$3.2M0.4%YieldVery LowBlue Bell, PA2026-10-29
Elevation Wealth Management LLC
68,745$2.9M1.9%Agg GrowthLowEden Prairie, MN2026-11-02
Concurrent Investment Advisors, LLC
64,417$2.7M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
61,506$2.6M0.1%GrowthMediumMclean, VA2026-10-30
Long Island Wealth Management, Inc.
49,315$2.1M0.8%ETFLowMelville, NY2026-10-20
Advus Financial Partners, LLC
48,466$2.0M0.6%ETFLowWinter Park, FL2026-10-20
Cambridge Investment Research Advisors, Inc.
42,781$1.8M0.0%ETFLowFairfield, IA2026-11-02
BIP Wealth, LLC
21,665$910.1K0.0%ETFMediumAtlanta, GA2026-10-22
Strategic Blueprint, LLC
20,977$881.2K0.0%ETFLowAtlanta, GA2026-10-22
Castle Rock Wealth Management, LLC
19,771$837.6K0.2%GrowthMediumWalnut Creek, CA2026-10-09
Midwest Financial Network, LLC
18,883$793.3K0.5%ETFHighTinley Park, IL2026-10-13
Diversify Wealth Management, LLC
17,912$756.6K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
17,912$756.6K0.0%GrowthLowSandy, UT2026-10-20
Nations Financial Group Inc,
16,985$713.6K0.0%CoreLowCedar Rapids, IA2026-11-05
Focus Financial Network, Inc.
14,240$598.2K0.0%ETFLowMinneapolis, MN2026-10-14
Independent Financial Group, LLC
13,424$563.9K0.0%GrowthLowSan Diego, CA2026-10-13
IFP Advisors, Inc
12,536$526.6K0.0%GrowthLowTampa, FL2026-10-16
Certified Advisory Corp
12,465$523.6K0.0%ETFLowAltamonte Springs, FL2026-10-29
PFG Advisors
11,983$503.4K0.0%ETFMediumPhoenix, AZ2026-10-16
HB Wealth Management, LLC
9,908$416.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Stirlingshire Investments, Inc.
9,770$410.4K0.3%ETFMediumNew York, NY2026-11-05
First Heartland Consultants, Inc.
8,485$356.5K0.0%ETFMediumLake St. Louis, MO2026-10-08
Dhjj Financial Advisors, Ltd.
8,205$344.7K0.1%ETFVery LowNaperville, IL2026-10-23
JIM Saulnier & Associates, LLC
8,140$342.0K0.1%ETFLowFort Collins, CO2026-11-04
Merit Financial Group, LLC
7,488$314.6K0.0%ETFLowAlpharetta, GA2026-11-06
Joseph P. Lucia & Associates, LLC
6,988$293.6K0.1%ETFVery LowYorktown Heights, NY2026-10-30
RFG Advisory, LLC
6,904$290.0K0.0%ETFMediumBirmingham, AL2026-11-03
Grantvest Financial Group LLC
6,667$280.1K0.2%ETFLowMatawan, NJ2026-10-21
Avidian Wealth Enterprises, LLC
6,635$278.7K0.0%ETFLowHouston, TX2026-10-08
BridgePort Financial Solutions, LLC
5,833$245.0K0.1%ETFLowFairfield, IA2026-11-02
Gaddis Premier Wealth Advisors LLC
5,028$211.2K0.1%ETFMediumDurant, OK2026-10-29
Creative Financial Designs Inc
3,155$132.5K0.0%ETFMediumKokomo, IN2026-11-04
Farther Finance Advisors, LLC
2,407$101.1K0.0%IndexLowSan Francisco, CA2026-10-08
Compass Financial Management LLC
2,172$91.2K0.0%CoreN/ATampa, FL2026-10-30
Lloyd Advisory Services, Llc.
1,165$48.9K0.0%ETFVery HighSuwanee, GA2026-11-02
POM Investment Strategies, LLC
870$36.5K0.0%ETFVery HighRaleigh, NC2026-10-20
Tounjian Advisory Partners, LLC
753$31.6K0.0%GrowthHighFort Myers, FL2026-11-04
Elevated Capital Advisors, LLC
660$27.7K0.0%ETFMediumSandy, UT2026-11-04
Networth Advisors, LLC
134$5.6K0.0%ETFMediumCanonsburg, PA2026-11-03
CoreCap Advisors, LLC
75$3.2K0.0%ETFMediumSouthfield, MI2026-10-08
Assetmark, Inc
67$2.8K0.0%ETFLowConcord, CA2026-10-21