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Alianzim US EQ Bfr20 May-Usd (MAYW)

CUSIP: 00888H752 | NYSE | 109 institutional holders

Quarters

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

Lloyd Advisory Services, Llc.702,388
9.5% of portfolio›$25.0M
POM Investment Strategies, LLC374,552
10.7% of portfolio›$13.3M
Wellment Financial276,330
10.6% of portfolio›$9.8M
LPL Financial LLC275,698
0.0% of portfolio›$9.8M
Commonwealth Equity Services, LLC216,061
0.0% of portfolio›$7.7M
Elevated Capital Advisors, LLC212,669
2.5% of portfolio›$7.6M
Mid-American Wealth Advisory Group, Inc.209,019
2.6% of portfolio›$7.4M
Outlook Wealth Advisors, LLC188,243
1.4% of portfolio›$6.7M
Integrated Wealth Management186,004
6.5% of portfolio›$6.6M
B.O.S.S. Retirement Advisors, LLC184,992
1.9% of portfolio›$6.6M
Howard Bailey Securities, LLC181,116
2.5% of portfolio›$6.4M
Kestra Advisory Services, LLC133,054
0.0% of portfolio›$4.7M
Networth Advisors, LLC111,685
2.3% of portfolio›$4.0M
Aegis Wealth Management, Inc.110,497
2.3% of portfolio›$3.9M
Great Lakes Retirement, Inc.102,507
0.3% of portfolio›$3.6M
Tounjian Advisory Partners, LLC99,073
1.5% of portfolio›$3.5M
Centennial Advisors, LLC70,103
3.0% of portfolio›$2.5M
Concurrent Investment Advisors, LLC58,169
0.0% of portfolio›$2.1M
Spire Wealth Management52,773
0.1% of portfolio›$1.9M
LifeWealth Investments, LLC50,020
0.5% of portfolio›$1.8M
Kingdom Financial Group Llc.36,823
0.3% of portfolio›$1.3M
Blackston Financial Advisory Group, LLC35,893
0.7% of portfolio›$1.3M
Smart Wealth LLC33,713
0.2% of portfolio›$1.2M
Mosley Wealth Management29,498
0.3% of portfolio›$1.1M
Castle Rock Wealth Management, LLC24,166
0.2% of portfolio›$863.7K
JIM Saulnier & Associates, LLC23,820
0.3% of portfolio›$846.6K
Montgomery Financial Services LLC22,520
0.7% of portfolio›$800.4K
Cambridge Investment Research Advisors, Inc.21,196
0.0% of portfolio›$753.0K
Cypress Wealth Services, LLC18,314
0.1% of portfolio›$654.5K
McAdam, LLC16,673
0.0% of portfolio›$592.5K
Quest 10 Wealth Builders, Inc.12,970
0.3% of portfolio›$461.0K
Farther Finance Advisors, LLC12,094
0.0% of portfolio›$429.8K
Csenge Advisory Group11,592
0.0% of portfolio›$412.0K
NWF Advisory Services Inc.10,750
0.0% of portfolio›$382.1K
PFG Advisors10,634
0.0% of portfolio›$377.9K
FWG Investments, Llc.9,517
0.2% of portfolio›$338.2K
Joseph P. Lucia & Associates, LLC9,029
0.1% of portfolio›$320.9K
Independent Financial Group, LLC8,546
0.0% of portfolio›$303.7K
Oppenheimer & Co Inc8,123
0.0% of portfolio›$288.7K
Carmel Capital Partners, LLC8,000
0.1% of portfolio›$284.3K
Creative Planning7,128
0.0% of portfolio›$253.3K
Patriot Financial Group Insurance Agency, LLC6,678
0.0% of portfolio›$237.3K
BridgePort Financial Solutions, LLC5,993
0.0% of portfolio›$213.0K
Decker Retirement Planning Inc.3,533
0.0% of portfolio›$125.6K
Key Capital Management, Inc3,069
0.0% of portfolio›$109.1K
Financial Network Wealth Advisors LLC2,720
0.1% of portfolio›$96.7K
EverSource Wealth Advisors, LLC2,039
0.0% of portfolio›$72.5K
Creative Financial Designs Inc1,384
0.0% of portfolio›$49.2K
Evolution Wealth Management Inc.1,058
0.0% of portfolio›$37.6K
Blue Bell Private Wealth Management, LLC809
0.0% of portfolio›$28.8K
Rydar Equities, Inc.122
0.0% of portfolio›$4.4K
CoreCap Advisors, LLC88
0.0% of portfolio›$3.1K
Compass Financial Management LLC65
0.0% of portfolio›$2.3K
IFP Advisors, Inc7
0.0% of portfolio›$249
StyleTurnoverLocationFiled
Lloyd Advisory Services, Llc.
702,388$25.0M9.5%ETFVery HighSuwanee, GA2026-11-02
POM Investment Strategies, LLC
374,552$13.3M10.7%ETFVery HighRaleigh, NC2026-10-20
Wellment Financial
276,330$9.8M10.6%ETFHighElmhurst, IL2026-10-28
LPL Financial LLC
275,698$9.8M0.0%IndexVery LowFort Mill, SC2026-11-06
Commonwealth Equity Services, LLC
216,061$7.7M0.0%ETFLowWaltham, MA2026-11-02
Elevated Capital Advisors, LLC
212,669$7.6M2.5%ETFMediumSandy, UT2026-11-04
Mid-American Wealth Advisory Group, Inc.
209,019$7.4M2.6%ETFMediumKansas City, MO2026-10-21
Outlook Wealth Advisors, LLC
188,243$6.7M1.4%ETFMediumShenandoah, TX2026-10-28
Integrated Wealth Management
186,004$6.6M6.5%ETFHighUniontown, OH2026-10-19
B.O.S.S. Retirement Advisors, LLC
184,992$6.6M1.9%ETFMediumLehi, UT2026-10-26
Howard Bailey Securities, LLC
181,116$6.4M2.5%ETFMediumFort Wayne, IN2026-10-27
Kestra Advisory Services, LLC
133,054$4.7M0.0%CoreLowAustin, TX2026-11-02
Networth Advisors, LLC
111,685$4.0M2.3%ETFMediumCanonsburg, PA2026-11-03
Aegis Wealth Management, Inc.
110,497$3.9M2.3%ETFMediumGuthrie Center, IA2026-10-26
Great Lakes Retirement, Inc.
102,507$3.6M0.3%GrowthLowSandusky, OH2026-10-26
Tounjian Advisory Partners, LLC
99,073$3.5M1.5%GrowthHighFort Myers, FL2026-11-04
Centennial Advisors, LLC
70,103$2.5M3.0%ETFHighAustin, TX2026-10-21
Concurrent Investment Advisors, LLC
58,169$2.1M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
52,773$1.9M0.1%GrowthMediumMclean, VA2026-10-30
LifeWealth Investments, LLC
50,020$1.8M0.5%ETFMediumWinter Garden, FL2026-10-21
Kingdom Financial Group Llc.
36,823$1.3M0.3%ETFMediumPeoria, AZ2026-11-04
Blackston Financial Advisory Group, LLC
35,893$1.3M0.7%ETFLowThe Villages, FL2026-11-04
Smart Wealth LLC
33,713$1.2M0.2%ETFHighOmaha, NE2026-11-04
Mosley Wealth Management
29,498$1.1M0.3%ETFHighAnaheim, CA2026-10-16
Castle Rock Wealth Management, LLC
24,166$863.7K0.2%GrowthMediumWalnut Creek, CA2026-10-09
JIM Saulnier & Associates, LLC
23,820$846.6K0.3%ETFLowFort Collins, CO2026-11-04
Montgomery Financial Services LLC
22,520$800.4K0.7%ETFN/AOcean City, MD2026-11-03
Cambridge Investment Research Advisors, Inc.
21,196$753.0K0.0%ETFLowFairfield, IA2026-11-02
Cypress Wealth Services, LLC
18,314$654.5K0.1%ETFLowPalm Desert, CA2026-10-21
McAdam, LLC
16,673$592.5K0.0%ETFLowPhiladelphia, PA2026-10-21
Quest 10 Wealth Builders, Inc.
12,970$461.0K0.3%ETFLowFuquay-Varina, VA2026-11-02
Farther Finance Advisors, LLC
12,094$429.8K0.0%IndexLowSan Francisco, CA2026-10-08
Csenge Advisory Group
11,592$412.0K0.0%ETFMediumClearwater, FL2026-11-04
NWF Advisory Services Inc.
10,750$382.1K0.0%GARPLowLos Angeles, CA2026-10-19
PFG Advisors
10,634$377.9K0.0%ETFMediumPhoenix, AZ2026-10-16
FWG Investments, Llc.
9,517$338.2K0.2%ETFMediumLexington, KY2026-11-03
Joseph P. Lucia & Associates, LLC
9,029$320.9K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Independent Financial Group, LLC
8,546$303.7K0.0%GrowthLowSan Diego, CA2026-10-13
Oppenheimer & Co Inc
8,123$288.7K0.0%CoreLowNew York, NY2026-10-26
Carmel Capital Partners, LLC
8,000$284.3K0.1%ValueMediumSan Diego, CA2026-11-03
Creative Planning
7,128$253.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Patriot Financial Group Insurance Agency, LLC
6,678$237.3K0.0%GrowthLowWalpole, MA2026-10-14
BridgePort Financial Solutions, LLC
5,993$213.0K0.0%ETFLowFairfield, IA2026-11-02
Decker Retirement Planning Inc.
3,533$125.6K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Key Capital Management, Inc
3,069$109.1K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Financial Network Wealth Advisors LLC
2,720$96.7K0.1%ETFLowMurray, UT2026-10-28
EverSource Wealth Advisors, LLC
2,039$72.5K0.0%CoreMediumBirmingham, AL2026-11-04
Creative Financial Designs Inc
1,384$49.2K0.0%ETFMediumKokomo, IN2026-11-04
Evolution Wealth Management Inc.
1,058$37.6K0.0%ETFMediumFort Myers, FL2026-10-28
Blue Bell Private Wealth Management, LLC
809$28.8K0.0%YieldVery LowBlue Bell, PA2026-10-29
Rydar Equities, Inc.
122$4.4K0.0%CoreVery LowWeatherford, TX2026-10-13
CoreCap Advisors, LLC
88$3.1K0.0%ETFMediumSouthfield, MI2026-10-08
Compass Financial Management LLC
65$2.3K0.0%CoreN/ATampa, FL2026-10-30
IFP Advisors, Inc
7$2490.0%GrowthLowTampa, FL2026-10-16