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Alianzim US EQ Bfr20 Mar-Usd (MARW)

CUSIP: 00888H778 | NYSE | 95 institutional holders

Quarters

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

Commonwealth Equity Services, LLC135,252
0.0% of portfolio›$5.0M
Kestra Advisory Services, LLC126,558
0.0% of portfolio›$4.7M
Concurrent Investment Advisors, LLC44,174
0.0% of portfolio›$1.6M
Cambridge Investment Research Advisors, Inc.42,567
0.0% of portfolio›$1.6M
Castle Rock Wealth Management, LLC34,264
0.2% of portfolio›$1.3M
Spire Wealth Management31,131
0.0% of portfolio›$1.1M
Farther Finance Advisors, LLC29,669
0.0% of portfolio›$1.1M
JIM Saulnier & Associates, LLC19,597
0.3% of portfolio›$722.7K
PFG Advisors18,158
0.0% of portfolio›$669.7K
Cypress Wealth Services, LLC11,059
0.0% of portfolio›$410.0K
Advus Financial Partners, LLC10,887
0.1% of portfolio›$401.5K
Focus Financial Network, Inc.10,856
0.0% of portfolio›$400.4K
Independent Financial Group, LLC10,078
0.0% of portfolio›$371.7K
First Heartland Consultants, Inc.8,977
0.0% of portfolio›$331.1K
Sagespring Wealth Partners, LLC6,632
0.0% of portfolio›$244.6K
SAX Wealth Advisors, LLC5,685
0.0% of portfolio›$209.7K
Founders Financial Securities LLC5,555
0.0% of portfolio›$204.9K
Joseph P. Lucia & Associates, LLC5,424
0.1% of portfolio›$200.0K
Creative Financial Designs Inc3,091
0.0% of portfolio›$114.0K
Elevated Capital Advisors, LLC2,280
0.0% of portfolio›$84.1K
Capital Investment Advisory Services, LLC2,129
0.0% of portfolio›$78.5K
Blue Bell Private Wealth Management, LLC501
0.0% of portfolio›$18.5K
IFP Advisors, Inc231
0.0% of portfolio›$8.5K
Financial Network Wealth Advisors LLC173
0.0% of portfolio›$6.4K
CoreCap Advisors, LLC84
0.0% of portfolio›$3.1K
Lloyd Advisory Services, Llc.7
0.0% of portfolio›$258
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
135,252$5.0M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
126,558$4.7M0.0%CoreLowAustin, TX2026-11-02
Concurrent Investment Advisors, LLC
44,174$1.6M0.0%GrowthMediumTampa, FL2026-10-16
Cambridge Investment Research Advisors, Inc.
42,567$1.6M0.0%ETFLowFairfield, IA2026-11-02
Castle Rock Wealth Management, LLC
34,264$1.3M0.2%GrowthMediumWalnut Creek, CA2026-10-09
Spire Wealth Management
31,131$1.1M0.0%GrowthMediumMclean, VA2026-10-30
Farther Finance Advisors, LLC
29,669$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
JIM Saulnier & Associates, LLC
19,597$722.7K0.3%ETFLowFort Collins, CO2026-11-04
PFG Advisors
18,158$669.7K0.0%ETFMediumPhoenix, AZ2026-10-16
Cypress Wealth Services, LLC
11,059$410.0K0.0%ETFLowPalm Desert, CA2026-10-21
Advus Financial Partners, LLC
10,887$401.5K0.1%ETFLowWinter Park, FL2026-10-20
Focus Financial Network, Inc.
10,856$400.4K0.0%ETFLowMinneapolis, MN2026-10-14
Independent Financial Group, LLC
10,078$371.7K0.0%GrowthLowSan Diego, CA2026-10-13
First Heartland Consultants, Inc.
8,977$331.1K0.0%ETFMediumLake St. Louis, MO2026-10-08
Sagespring Wealth Partners, LLC
6,632$244.6K0.0%ETFLowFranklin, TN2026-10-22
SAX Wealth Advisors, LLC
5,685$209.7K0.0%ETFVery LowParsippany, NJ2026-10-13
Founders Financial Securities LLC
5,555$204.9K0.0%ETFMediumTowson, MD2026-10-28
Joseph P. Lucia & Associates, LLC
5,424$200.0K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Creative Financial Designs Inc
3,091$114.0K0.0%ETFMediumKokomo, IN2026-11-04
Elevated Capital Advisors, LLC
2,280$84.1K0.0%ETFMediumSandy, UT2026-11-04
Capital Investment Advisory Services, LLC
2,129$78.5K0.0%CoreMediumRaleigh, NC2026-10-30
Blue Bell Private Wealth Management, LLC
501$18.5K0.0%YieldVery LowBlue Bell, PA2026-10-29
IFP Advisors, Inc
231$8.5K0.0%GrowthLowTampa, FL2026-10-16
Financial Network Wealth Advisors LLC
173$6.4K0.0%ETFLowMurray, UT2026-10-28
CoreCap Advisors, LLC
84$3.1K0.0%ETFMediumSouthfield, MI2026-10-08
Lloyd Advisory Services, Llc.
7$2580.0%ETFVery HighSuwanee, GA2026-11-02