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Alianzim US EQ Bfr20 Sep-Usd (SEPW)

CUSIP: 00888H687 | NYSE | 118 institutional holders

Quarters

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

Commonwealth Equity Services, LLC167,189
0.0% of portfolio›$5.7M
Concurrent Investment Advisors, LLC96,424
0.0% of portfolio›$3.3M
Spire Wealth Management87,267
0.1% of portfolio›$3.0M
Kestra Advisory Services, LLC86,020
0.0% of portfolio›$2.9M
Cambridge Investment Research Advisors, Inc.45,115
0.0% of portfolio›$1.5M
Strategic Blueprint, LLC37,306
0.1% of portfolio›$1.3M
Focus Financial Network, Inc.30,932
0.0% of portfolio›$1.0M
Flagship Harbor Advisors, LLC29,500
0.0% of portfolio›$999.5K
Joseph P. Lucia & Associates, LLC23,415
0.2% of portfolio›$793.3K
Avidian Wealth Enterprises, LLC18,293
0.0% of portfolio›$619.8K
JIM Saulnier & Associates, LLC15,099
0.2% of portfolio›$511.6K
Advus Financial Partners, LLC12,323
0.1% of portfolio›$417.5K
First Heartland Consultants, Inc.12,130
0.0% of portfolio›$411.0K
Advisory Solutions Group, LLC11,868
0.1% of portfolio›$402.1K
Carmel Capital Partners, LLC9,270
0.1% of portfolio›$314.1K
Castle Rock Wealth Management, LLC8,398
0.1% of portfolio›$287.3K
Independent Financial Group, LLC7,921
0.0% of portfolio›$268.4K
Grantvest Financial Group LLC7,737
0.2% of portfolio›$262.1K
Park Avenue Securities LLC7,622
0.0% of portfolio›$258.0K
Lloyd Advisory Services, Llc.4,116
0.1% of portfolio›$139.5K
Mosley Wealth Management3,442
0.0% of portfolio›$117.3K
Lanark Financial, Inc.2,081
0.0% of portfolio›$70.5K
Creative Financial Designs Inc1,081
0.0% of portfolio›$36.6K
IFP Advisors, Inc976
0.0% of portfolio›$33.1K
Elevated Capital Advisors, LLC741
0.0% of portfolio›$25.1K
POM Investment Strategies, LLC456
0.0% of portfolio›$15.4K
Tounjian Advisory Partners, LLC451
0.0% of portfolio›$15.3K
CoreCap Advisors, LLC91
0.0% of portfolio›$3.1K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
167,189$5.7M0.0%ETFLowWaltham, MA2026-11-02
Concurrent Investment Advisors, LLC
96,424$3.3M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
87,267$3.0M0.1%GrowthMediumMclean, VA2026-10-30
Kestra Advisory Services, LLC
86,020$2.9M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
45,115$1.5M0.0%ETFLowFairfield, IA2026-11-02
Strategic Blueprint, LLC
37,306$1.3M0.1%ETFLowAtlanta, GA2026-10-22
Focus Financial Network, Inc.
30,932$1.0M0.0%ETFLowMinneapolis, MN2026-10-14
Flagship Harbor Advisors, LLC
29,500$999.5K0.0%ETFMediumBoston, MA2026-10-26
Joseph P. Lucia & Associates, LLC
23,415$793.3K0.2%ETFVery LowYorktown Heights, NY2026-10-30
Avidian Wealth Enterprises, LLC
18,293$619.8K0.0%ETFLowHouston, TX2026-10-08
JIM Saulnier & Associates, LLC
15,099$511.6K0.2%ETFLowFort Collins, CO2026-11-04
Advus Financial Partners, LLC
12,323$417.5K0.1%ETFLowWinter Park, FL2026-10-20
First Heartland Consultants, Inc.
12,130$411.0K0.0%ETFMediumLake St. Louis, MO2026-10-08
Advisory Solutions Group, LLC
11,868$402.1K0.1%ETFN/APlymouth, MN2026-10-14
Carmel Capital Partners, LLC
9,270$314.1K0.1%ValueMediumSan Diego, CA2026-11-03
Castle Rock Wealth Management, LLC
8,398$287.3K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Independent Financial Group, LLC
7,921$268.4K0.0%GrowthLowSan Diego, CA2026-10-13
Grantvest Financial Group LLC
7,737$262.1K0.2%ETFLowMatawan, NJ2026-10-21
Park Avenue Securities LLC
7,622$258.0K0.0%ETFMediumNew York, NY2026-10-26
Lloyd Advisory Services, Llc.
4,116$139.5K0.1%ETFVery HighSuwanee, GA2026-11-02
Mosley Wealth Management
3,442$117.3K0.0%ETFHighAnaheim, CA2026-10-16
Lanark Financial, Inc.
2,081$70.5K0.0%CoreMediumBirmingham, AL2026-10-26
Creative Financial Designs Inc
1,081$36.6K0.0%ETFMediumKokomo, IN2026-11-04
IFP Advisors, Inc
976$33.1K0.0%GrowthLowTampa, FL2026-10-16
Elevated Capital Advisors, LLC
741$25.1K0.0%ETFMediumSandy, UT2026-11-04
POM Investment Strategies, LLC
456$15.4K0.0%ETFVery HighRaleigh, NC2026-10-20
Tounjian Advisory Partners, LLC
451$15.3K0.0%GrowthHighFort Myers, FL2026-11-04
CoreCap Advisors, LLC
91$3.1K0.0%ETFMediumSouthfield, MI2026-10-08