IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Alianzim US EQ Bfr20 Jun-Usd (JUNW)

CUSIP: 00888H737 | NYSE | 127 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Lloyd Advisory Services, Llc.523,113
6.9% of portfolio›$18.2M
POM Investment Strategies, LLC244,529
6.9% of portfolio›$8.5M
LPL Financial LLC233,759
0.0% of portfolio›$8.2M
Wellment Financial183,176
6.9% of portfolio›$6.4M
Howard Bailey Securities, LLC168,086
2.3% of portfolio›$5.9M
Integrated Wealth Management137,791
4.7% of portfolio›$4.8M
Commonwealth Equity Services, LLC130,348
0.0% of portfolio›$4.5M
Elevated Capital Advisors, LLC128,315
1.5% of portfolio›$4.5M
Outlook Wealth Advisors, LLC122,397
0.9% of portfolio›$4.3M
Aegis Wealth Management, Inc.121,644
2.5% of portfolio›$4.2M
B.O.S.S. Retirement Advisors, LLC112,555
1.1% of portfolio›$3.9M
Golden Reserve Retirement LLC75,765
0.4% of portfolio›$2.6M
Networth Advisors, LLC75,068
1.5% of portfolio›$2.6M
Kestra Advisory Services, LLC68,109
0.0% of portfolio›$2.4M
Spire Wealth Management67,967
0.1% of portfolio›$2.4M
Tounjian Advisory Partners, LLC62,530
1.0% of portfolio›$2.2M
Great Lakes Retirement, Inc.58,587
0.2% of portfolio›$2.0M
Centennial Advisors, LLC57,734
2.4% of portfolio›$2.0M
Concurrent Investment Advisors, LLC55,665
0.0% of portfolio›$1.9M
Csenge Advisory Group50,501
0.1% of portfolio›$1.8M
Farther Finance Advisors, LLC50,141
0.0% of portfolio›$1.7M
Advisor OS, LLC32,543
0.1% of portfolio›$1.1M
LifeWealth Investments, LLC31,638
0.3% of portfolio›$1.1M
Joseph P. Lucia & Associates, LLC28,775
0.3% of portfolio›$1.0M
Blackston Financial Advisory Group, LLC24,367
0.5% of portfolio›$849.9K
Kingdom Financial Group Llc.24,168
0.2% of portfolio›$843.0K
Smart Wealth LLC23,630
0.2% of portfolio›$824.2K
Focus Financial Network, Inc.22,910
0.0% of portfolio›$799.1K
Cambridge Investment Research Advisors, Inc.21,345
0.0% of portfolio›$745.0K
Key Capital Management, Inc20,274
0.3% of portfolio›$707.2K
Park Avenue Securities LLC20,266
0.0% of portfolio›$707.0K
Grantvest Financial Group LLC17,771
0.4% of portfolio›$619.9K
Castle Rock Wealth Management, LLC17,503
0.1% of portfolio›$617.7K
JIM Saulnier & Associates, LLC16,605
0.2% of portfolio›$579.2K
Barnes Dennig Private Wealth Management LLC15,809
0.5% of portfolio›$551.4K
First Heartland Consultants, Inc.14,655
0.0% of portfolio›$511.2K
Carmel Capital Partners, LLC14,500
0.2% of portfolio›$505.8K
Montgomery Financial Services LLC14,259
0.4% of portfolio›$497.4K
Capital Investment Advisory Services, LLC11,853
0.0% of portfolio›$413.4K
Advus Financial Partners, LLC11,136
0.1% of portfolio›$388.4K
Diversify Advisory Services, LLC8,700
0.0% of portfolio›$305.5K
Diversify Wealth Management, LLC8,700
0.0% of portfolio›$305.5K
Quest 10 Wealth Builders, Inc.8,330
0.2% of portfolio›$290.6K
Independent Financial Group, LLC8,322
0.0% of portfolio›$290.3K
Mosley Wealth Management7,857
0.1% of portfolio›$275.9K
FWG Investments, Llc.7,636
0.1% of portfolio›$266.3K
McAdam, LLC7,573
0.0% of portfolio›$264.2K
Avidian Wealth Enterprises, LLC6,596
0.0% of portfolio›$230.1K
PFG Advisors5,895
0.0% of portfolio›$205.6K
Lanark Financial, Inc.5,103
0.0% of portfolio›$178.0K
IFP Advisors, Inc4,343
0.0% of portfolio›$151.5K
Decker Retirement Planning Inc.2,122
0.0% of portfolio›$74.0K
EverSource Wealth Advisors, LLC1,367
0.0% of portfolio›$47.7K
Creative Financial Designs Inc1,350
0.0% of portfolio›$47.1K
Evolution Wealth Management Inc.692
0.0% of portfolio›$24.1K
CoreCap Advisors, LLC89
0.0% of portfolio›$3.1K
Compass Financial Management LLC65
0.0% of portfolio›$2.3K
StyleTurnoverLocationFiled
Lloyd Advisory Services, Llc.
523,113$18.2M6.9%ETFVery HighSuwanee, GA2026-11-02
POM Investment Strategies, LLC
244,529$8.5M6.9%ETFVery HighRaleigh, NC2026-10-20
LPL Financial LLC
233,759$8.2M0.0%IndexVery LowFort Mill, SC2026-11-06
Wellment Financial
183,176$6.4M6.9%ETFHighElmhurst, IL2026-10-28
Howard Bailey Securities, LLC
168,086$5.9M2.3%ETFMediumFort Wayne, IN2026-10-27
Integrated Wealth Management
137,791$4.8M4.7%ETFHighUniontown, OH2026-10-19
Commonwealth Equity Services, LLC
130,348$4.5M0.0%ETFLowWaltham, MA2026-11-02
Elevated Capital Advisors, LLC
128,315$4.5M1.5%ETFMediumSandy, UT2026-11-04
Outlook Wealth Advisors, LLC
122,397$4.3M0.9%ETFMediumShenandoah, TX2026-10-28
Aegis Wealth Management, Inc.
121,644$4.2M2.5%ETFMediumGuthrie Center, IA2026-10-26
B.O.S.S. Retirement Advisors, LLC
112,555$3.9M1.1%ETFMediumLehi, UT2026-10-26
Golden Reserve Retirement LLC
75,765$2.6M0.4%ETFVery LowDublin, OH2026-11-02
Networth Advisors, LLC
75,068$2.6M1.5%ETFMediumCanonsburg, PA2026-11-03
Kestra Advisory Services, LLC
68,109$2.4M0.0%CoreLowAustin, TX2026-11-02
Spire Wealth Management
67,967$2.4M0.1%GrowthMediumMclean, VA2026-10-30
Tounjian Advisory Partners, LLC
62,530$2.2M1.0%GrowthHighFort Myers, FL2026-11-04
Great Lakes Retirement, Inc.
58,587$2.0M0.2%GrowthLowSandusky, OH2026-10-26
Centennial Advisors, LLC
57,734$2.0M2.4%ETFHighAustin, TX2026-10-21
Concurrent Investment Advisors, LLC
55,665$1.9M0.0%GrowthMediumTampa, FL2026-10-16
Csenge Advisory Group
50,501$1.8M0.1%ETFMediumClearwater, FL2026-11-04
Farther Finance Advisors, LLC
50,141$1.7M0.0%IndexLowSan Francisco, CA2026-10-08
Advisor OS, LLC
32,543$1.1M0.1%ETFMediumChicago, IL2026-11-03
LifeWealth Investments, LLC
31,638$1.1M0.3%ETFMediumWinter Garden, FL2026-10-21
Joseph P. Lucia & Associates, LLC
28,775$1.0M0.3%ETFVery LowYorktown Heights, NY2026-10-30
Blackston Financial Advisory Group, LLC
24,367$849.9K0.5%ETFLowThe Villages, FL2026-11-04
Kingdom Financial Group Llc.
24,168$843.0K0.2%ETFMediumPeoria, AZ2026-11-04
Smart Wealth LLC
23,630$824.2K0.2%ETFHighOmaha, NE2026-11-04
Focus Financial Network, Inc.
22,910$799.1K0.0%ETFLowMinneapolis, MN2026-10-14
Cambridge Investment Research Advisors, Inc.
21,345$745.0K0.0%ETFLowFairfield, IA2026-11-02
Key Capital Management, Inc
20,274$707.2K0.3%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Park Avenue Securities LLC
20,266$707.0K0.0%ETFMediumNew York, NY2026-10-26
Grantvest Financial Group LLC
17,771$619.9K0.4%ETFLowMatawan, NJ2026-10-21
Castle Rock Wealth Management, LLC
17,503$617.7K0.1%GrowthMediumWalnut Creek, CA2026-10-09
JIM Saulnier & Associates, LLC
16,605$579.2K0.2%ETFLowFort Collins, CO2026-11-04
Barnes Dennig Private Wealth Management LLC
15,809$551.4K0.5%CoreLowCincinnati, OH2026-10-30
First Heartland Consultants, Inc.
14,655$511.2K0.0%ETFMediumLake St. Louis, MO2026-10-08
Carmel Capital Partners, LLC
14,500$505.8K0.2%ValueMediumSan Diego, CA2026-11-03
Montgomery Financial Services LLC
14,259$497.4K0.4%ETFN/AOcean City, MD2026-11-03
Capital Investment Advisory Services, LLC
11,853$413.4K0.0%CoreMediumRaleigh, NC2026-10-30
Advus Financial Partners, LLC
11,136$388.4K0.1%ETFLowWinter Park, FL2026-10-20
Diversify Advisory Services, LLC
8,700$305.5K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
8,700$305.5K0.0%GrowthMediumSandy, UT2026-10-20
Quest 10 Wealth Builders, Inc.
8,330$290.6K0.2%ETFLowFuquay-Varina, VA2026-11-02
Independent Financial Group, LLC
8,322$290.3K0.0%GrowthLowSan Diego, CA2026-10-13
Mosley Wealth Management
7,857$275.9K0.1%ETFHighAnaheim, CA2026-10-16
FWG Investments, Llc.
7,636$266.3K0.1%ETFMediumLexington, KY2026-11-03
McAdam, LLC
7,573$264.2K0.0%ETFLowPhiladelphia, PA2026-10-21
Avidian Wealth Enterprises, LLC
6,596$230.1K0.0%ETFLowHouston, TX2026-10-08
PFG Advisors
5,895$205.6K0.0%ETFMediumPhoenix, AZ2026-10-16
Lanark Financial, Inc.
5,103$178.0K0.0%CoreMediumBirmingham, AL2026-10-26
IFP Advisors, Inc
4,343$151.5K0.0%GrowthLowTampa, FL2026-10-16
Decker Retirement Planning Inc.
2,122$74.0K0.0%Agg GrowthVery HighLevi, UT2026-10-19
EverSource Wealth Advisors, LLC
1,367$47.7K0.0%CoreMediumBirmingham, AL2026-11-04
Creative Financial Designs Inc
1,350$47.1K0.0%ETFMediumKokomo, IN2026-11-04
Evolution Wealth Management Inc.
692$24.1K0.0%ETFMediumFort Myers, FL2026-10-28
CoreCap Advisors, LLC
89$3.1K0.0%ETFMediumSouthfield, MI2026-10-08
Compass Financial Management LLC
65$2.3K0.0%CoreN/ATampa, FL2026-10-30