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Alianzim US EQ Bfr20 Feb-Usd (FEBW)

CUSIP: 00888H786 | NYSE | 124 institutional holders

Quarters

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

Kestra Advisory Services, LLC294,054
0.0% of portfolio›$10.7M
POM Investment Strategies, LLC212,427
6.2% of portfolio›$7.7M
Commonwealth Equity Services, LLC195,060
0.0% of portfolio›$7.1M
Wellment Financial150,133
5.9% of portfolio›$5.5M
Outlook Wealth Advisors, LLC107,081
0.8% of portfolio›$3.9M
Concurrent Investment Advisors, LLC75,358
0.0% of portfolio›$2.7M
Spire Wealth Management66,484
0.1% of portfolio›$2.4M
Networth Advisors, LLC58,776
1.2% of portfolio›$2.1M
Integrated Wealth Management58,388
2.1% of portfolio›$2.1M
Focus Financial Network, Inc.36,486
0.0% of portfolio›$1.3M
JIM Saulnier & Associates, LLC34,981
0.5% of portfolio›$1.3M
Lloyd Advisory Services, Llc.26,897
0.4% of portfolio›$977.4K
Farther Finance Advisors, LLC24,170
0.0% of portfolio›$878.3K
Joseph P. Lucia & Associates, LLC23,325
0.2% of portfolio›$847.6K
Cambridge Investment Research Advisors, Inc.23,169
0.0% of portfolio›$842.0K
Tounjian Advisory Partners, LLC21,669
0.3% of portfolio›$787.5K
First Heartland Consultants, Inc.20,981
0.1% of portfolio›$762.5K
Blackston Financial Advisory Group, LLC20,820
0.4% of portfolio›$756.6K
Smart Wealth LLC16,302
0.1% of portfolio›$592.4K
Mosley Wealth Management15,241
0.2% of portfolio›$557.3K
Independent Financial Group, LLC14,759
0.0% of portfolio›$536.3K
SRH Advisors, LLC14,500
0.1% of portfolio›$526.9K
Castle Rock Wealth Management, LLC8,536
0.1% of portfolio›$312.2K
Secure Asset Management, LLC8,001
0.0% of portfolio›$290.8K
Quest 10 Wealth Builders, Inc.5,826
0.2% of portfolio›$211.7K
Avidian Wealth Enterprises, LLC5,707
0.0% of portfolio›$207.4K
Lanark Financial, Inc.4,673
0.0% of portfolio›$169.8K
Blue Bell Private Wealth Management, LLC3,219
0.0% of portfolio›$117.0K
Key Capital Management, Inc1,743
0.0% of portfolio›$63.3K
IFP Advisors, Inc1,100
0.0% of portfolio›$40.0K
Kingdom Financial Group Llc.822
0.0% of portfolio›$29.9K
Decker Retirement Planning Inc.625
0.0% of portfolio›$22.7K
PFS Partners, LLC600
0.0% of portfolio›$21.8K
Evolution Wealth Management Inc.599
0.0% of portfolio›$21.8K
Montgomery Financial Services LLC473
0.0% of portfolio›$17.2K
Financial Network Wealth Advisors LLC345
0.0% of portfolio›$12.5K
Assetmark, Inc250
0.0% of portfolio›$9.1K
CoreCap Advisors, LLC86
0.0% of portfolio›$3.1K
StyleTurnoverLocationFiled
Kestra Advisory Services, LLC
294,054$10.7M0.0%CoreLowAustin, TX2026-11-02
POM Investment Strategies, LLC
212,427$7.7M6.2%ETFVery HighRaleigh, NC2026-10-20
Commonwealth Equity Services, LLC
195,060$7.1M0.0%ETFLowWaltham, MA2026-11-02
Wellment Financial
150,133$5.5M5.9%ETFHighElmhurst, IL2026-10-28
Outlook Wealth Advisors, LLC
107,081$3.9M0.8%ETFMediumShenandoah, TX2026-10-28
Concurrent Investment Advisors, LLC
75,358$2.7M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
66,484$2.4M0.1%GrowthMediumMclean, VA2026-10-30
Networth Advisors, LLC
58,776$2.1M1.2%ETFMediumCanonsburg, PA2026-11-03
Integrated Wealth Management
58,388$2.1M2.1%ETFHighUniontown, OH2026-10-19
Focus Financial Network, Inc.
36,486$1.3M0.0%ETFLowMinneapolis, MN2026-10-14
JIM Saulnier & Associates, LLC
34,981$1.3M0.5%ETFLowFort Collins, CO2026-11-04
Lloyd Advisory Services, Llc.
26,897$977.4K0.4%ETFVery HighSuwanee, GA2026-11-02
Farther Finance Advisors, LLC
24,170$878.3K0.0%IndexLowSan Francisco, CA2026-10-08
Joseph P. Lucia & Associates, LLC
23,325$847.6K0.2%ETFVery LowYorktown Heights, NY2026-10-30
Cambridge Investment Research Advisors, Inc.
23,169$842.0K0.0%ETFLowFairfield, IA2026-11-02
Tounjian Advisory Partners, LLC
21,669$787.5K0.3%GrowthHighFort Myers, FL2026-11-04
First Heartland Consultants, Inc.
20,981$762.5K0.1%ETFMediumLake St. Louis, MO2026-10-08
Blackston Financial Advisory Group, LLC
20,820$756.6K0.4%ETFLowThe Villages, FL2026-11-04
Smart Wealth LLC
16,302$592.4K0.1%ETFHighOmaha, NE2026-11-04
Mosley Wealth Management
15,241$557.3K0.2%ETFHighAnaheim, CA2026-10-16
Independent Financial Group, LLC
14,759$536.3K0.0%GrowthLowSan Diego, CA2026-10-13
SRH Advisors, LLC
14,500$526.9K0.1%ETFVery LowSalina, KS2026-10-22
Castle Rock Wealth Management, LLC
8,536$312.2K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Secure Asset Management, LLC
8,001$290.8K0.0%GrowthMediumTroy, MI2026-10-19
Quest 10 Wealth Builders, Inc.
5,826$211.7K0.2%ETFLowFuquay-Varina, VA2026-11-02
Avidian Wealth Enterprises, LLC
5,707$207.4K0.0%ETFLowHouston, TX2026-10-08
Lanark Financial, Inc.
4,673$169.8K0.0%CoreMediumBirmingham, AL2026-10-26
Blue Bell Private Wealth Management, LLC
3,219$117.0K0.0%YieldVery LowBlue Bell, PA2026-10-29
Key Capital Management, Inc
1,743$63.3K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
IFP Advisors, Inc
1,100$40.0K0.0%GrowthLowTampa, FL2026-10-16
Kingdom Financial Group Llc.
822$29.9K0.0%ETFMediumPeoria, AZ2026-11-04
Decker Retirement Planning Inc.
625$22.7K0.0%Agg GrowthVery HighLevi, UT2026-10-19
PFS Partners, LLC
600$21.8K0.0%ETFVery LowMine Hill, NJ2026-10-21
Evolution Wealth Management Inc.
599$21.8K0.0%ETFMediumFort Myers, FL2026-10-28
Montgomery Financial Services LLC
473$17.2K0.0%ETFN/AOcean City, MD2026-11-03
Financial Network Wealth Advisors LLC
345$12.5K0.0%ETFLowMurray, UT2026-10-28
Assetmark, Inc
250$9.1K0.0%ETFLowConcord, CA2026-10-21
CoreCap Advisors, LLC
86$3.1K0.0%ETFMediumSouthfield, MI2026-10-08