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Alianzim US EQ Bfr20 Aug-Usd (AUGW)

CUSIP: 00888H711 | NYSE | 111 institutional holders

Quarters

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

Commonwealth Equity Services, LLC338,389
0.0% of portfolio›$11.8M
Kestra Advisory Services, LLC78,677
0.0% of portfolio›$2.7M
Park Avenue Securities LLC68,372
0.0% of portfolio›$2.4M
Cambridge Investment Research Advisors, Inc.65,040
0.0% of portfolio›$2.3M
Concurrent Investment Advisors, LLC61,570
0.0% of portfolio›$2.1M
Spire Wealth Management47,666
0.1% of portfolio›$1.7M
Castle Rock Wealth Management, LLC43,797
0.3% of portfolio›$1.5M
Focus Financial Network, Inc.27,908
0.0% of portfolio›$969.9K
PFG Advisors21,919
0.0% of portfolio›$761.7K
Advus Financial Partners, LLC20,162
0.2% of portfolio›$700.7K
Crown Wealth Group, LLC18,289
0.2% of portfolio›$635.6K
Joseph P. Lucia & Associates, LLC15,898
0.2% of portfolio›$552.5K
Farther Finance Advisors, LLC10,551
0.0% of portfolio›$366.7K
Cypress Wealth Services, LLC9,765
0.0% of portfolio›$342.1K
Independent Financial Group, LLC8,754
0.0% of portfolio›$304.2K
Diligent Investors, LLC8,455
0.1% of portfolio›$293.8K
RED Crane Wealth Management, LLC7,451
0.2% of portfolio›$258.9K
Hofer & Associates. Inc7,451
0.2% of portfolio›$258.9K
Allegheny Financial Group6,950
0.0% of portfolio›$241.6K
Lloyd Advisory Services, Llc.4,264
0.1% of portfolio›$148.2K
Elevated Capital Advisors, LLC2,802
0.0% of portfolio›$97.4K
Creative Financial Designs Inc1,602
0.0% of portfolio›$55.7K
Compass Financial Management LLC770
0.0% of portfolio›$26.8K
Blue Bell Private Wealth Management, LLC704
0.0% of portfolio›$24.5K
IFP Advisors, Inc300
0.0% of portfolio›$10.4K
CoreCap Advisors, LLC95
0.0% of portfolio›$3.3K
Tounjian Advisory Partners, LLC23
0.0% of portfolio›$799
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
338,389$11.8M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
78,677$2.7M0.0%CoreLowAustin, TX2026-11-02
Park Avenue Securities LLC
68,372$2.4M0.0%ETFMediumNew York, NY2026-10-26
Cambridge Investment Research Advisors, Inc.
65,040$2.3M0.0%ETFLowFairfield, IA2026-11-02
Concurrent Investment Advisors, LLC
61,570$2.1M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
47,666$1.7M0.1%GrowthMediumMclean, VA2026-10-30
Castle Rock Wealth Management, LLC
43,797$1.5M0.3%GrowthMediumWalnut Creek, CA2026-10-09
Focus Financial Network, Inc.
27,908$969.9K0.0%ETFLowMinneapolis, MN2026-10-14
PFG Advisors
21,919$761.7K0.0%ETFMediumPhoenix, AZ2026-10-16
Advus Financial Partners, LLC
20,162$700.7K0.2%ETFLowWinter Park, FL2026-10-20
Crown Wealth Group, LLC
18,289$635.6K0.2%ETFMediumCharlotte, NC2026-10-19
Joseph P. Lucia & Associates, LLC
15,898$552.5K0.2%ETFVery LowYorktown Heights, NY2026-10-30
Farther Finance Advisors, LLC
10,551$366.7K0.0%IndexLowSan Francisco, CA2026-10-08
Cypress Wealth Services, LLC
9,765$342.1K0.0%ETFLowPalm Desert, CA2026-10-21
Independent Financial Group, LLC
8,754$304.2K0.0%GrowthLowSan Diego, CA2026-10-13
Diligent Investors, LLC
8,455$293.8K0.1%CoreLowRedlands, CA2026-10-21
RED Crane Wealth Management, LLC
7,451$258.9K0.2%ETFLowSan Francisco, CA2026-10-14
Hofer & Associates. Inc
7,451$258.9K0.2%ETFHighThousand Oaks, CA2026-10-13
Allegheny Financial Group
6,950$241.6K0.0%CoreLowPittsburgh, PA2026-11-05
Lloyd Advisory Services, Llc.
4,264$148.2K0.1%ETFVery HighSuwanee, GA2026-11-02
Elevated Capital Advisors, LLC
2,802$97.4K0.0%ETFMediumSandy, UT2026-11-04
Creative Financial Designs Inc
1,602$55.7K0.0%ETFMediumKokomo, IN2026-11-04
Compass Financial Management LLC
770$26.8K0.0%CoreN/ATampa, FL2026-10-30
Blue Bell Private Wealth Management, LLC
704$24.5K0.0%YieldVery LowBlue Bell, PA2026-10-29
IFP Advisors, Inc
300$10.4K0.0%GrowthLowTampa, FL2026-10-16
CoreCap Advisors, LLC
95$3.3K0.0%ETFMediumSouthfield, MI2026-10-08
Tounjian Advisory Partners, LLC
23$7990.0%GrowthHighFort Myers, FL2026-11-04