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Alianzim US EQ Bfr20 Dec-Usd (DECW)

CUSIP: 00888H794 | NYSE | 145 institutional holders

Quarters

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

Commonwealth Equity Services, LLC409,359
0.0% of portfolio›$15.0M
POM Investment Strategies, LLC192,783
5.7% of portfolio›$7.0M
Wellment Financial136,464
5.4% of portfolio›$5.0M
Kestra Advisory Services, LLC132,549
0.0% of portfolio›$4.8M
Outlook Wealth Advisors, LLC97,829
0.8% of portfolio›$3.6M
Concurrent Investment Advisors, LLC75,807
0.0% of portfolio›$2.8M
Spire Wealth Management68,032
0.1% of portfolio›$2.5M
Networth Advisors, LLC53,493
1.1% of portfolio›$2.0M
Integrated Wealth Management53,164
1.9% of portfolio›$1.9M
Farther Finance Advisors, LLC47,295
0.0% of portfolio›$1.7M
Aegis Wealth Management, Inc.41,031
0.9% of portfolio›$1.5M
Focus Financial Network, Inc.33,774
0.0% of portfolio›$1.2M
First Heartland Consultants, Inc.30,763
0.1% of portfolio›$1.1M
Lloyd Advisory Services, Llc.28,972
0.4% of portfolio›$1.1M
Cypress Wealth Services, LLC21,613
0.1% of portfolio›$794.6K
Cambridge Investment Research Advisors, Inc.20,784
0.0% of portfolio›$759.0K
Tounjian Advisory Partners, LLC20,012
0.3% of portfolio›$730.9K
Blackston Financial Advisory Group, LLC18,952
0.4% of portfolio›$692.2K
Mosley Wealth Management17,028
0.2% of portfolio›$626.0K
Smart Wealth LLC16,150
0.1% of portfolio›$589.9K
AdvisorNet Financial, Inc13,985
0.0% of portfolio›$513.0K
Blue Water Asset Management13,664
0.2% of portfolio›$499.1K
Elevation Wealth Management LLC12,176
0.3% of portfolio›$444.7K
Creative Planning11,380
0.0% of portfolio›$415.7K
Advus Financial Partners, LLC11,355
0.1% of portfolio›$414.7K
Long Island Wealth Management, Inc.11,000
0.2% of portfolio›$401.8K
PFG Advisors10,283
0.0% of portfolio›$375.6K
Independent Financial Group, LLC9,774
0.0% of portfolio›$357.0K
Signal Advisors Wealth, LLC9,414
0.0% of portfolio›$343.8K
Grantvest Financial Group LLC8,231
0.2% of portfolio›$300.6K
Joseph P. Lucia & Associates, LLC8,069
0.1% of portfolio›$294.7K
Patriot Financial Group Insurance Agency, LLC7,855
0.0% of portfolio›$286.9K
Koshinski Asset Management, Inc.6,805
0.0% of portfolio›$248.6K
Castle Rock Wealth Management, LLC6,729
0.0% of portfolio›$247.4K
Quest 10 Wealth Builders, Inc.5,300
0.1% of portfolio›$193.6K
Kingdom Financial Group Llc.3,862
0.0% of portfolio›$141.1K
Compass Financial Management LLC3,669
0.0% of portfolio›$134.0K
Creative Financial Designs Inc3,106
0.0% of portfolio›$113.4K
Key Capital Management, Inc1,591
0.0% of portfolio›$58.1K
IFP Advisors, Inc1,566
0.0% of portfolio›$57.2K
Dhjj Financial Advisors, Ltd.1,105
0.0% of portfolio›$40.4K
Lanark Financial, Inc.800
0.0% of portfolio›$29.2K
EverSource Wealth Advisors, LLC719
0.0% of portfolio›$26.3K
Decker Retirement Planning Inc.569
0.0% of portfolio›$20.8K
Evolution Wealth Management Inc.543
0.0% of portfolio›$19.8K
Montgomery Financial Services LLC426
0.0% of portfolio›$15.6K
Elevated Capital Advisors, LLC272
0.0% of portfolio›$9.9K
Assetmark, Inc130
0.0% of portfolio›$4.7K
CoreCap Advisors, LLC85
0.0% of portfolio›$3.1K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
409,359$15.0M0.0%ETFLowWaltham, MA2026-11-02
POM Investment Strategies, LLC
192,783$7.0M5.7%ETFVery HighRaleigh, NC2026-10-20
Wellment Financial
136,464$5.0M5.4%ETFHighElmhurst, IL2026-10-28
Kestra Advisory Services, LLC
132,549$4.8M0.0%CoreLowAustin, TX2026-11-02
Outlook Wealth Advisors, LLC
97,829$3.6M0.8%ETFMediumShenandoah, TX2026-10-28
Concurrent Investment Advisors, LLC
75,807$2.8M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
68,032$2.5M0.1%GrowthMediumMclean, VA2026-10-30
Networth Advisors, LLC
53,493$2.0M1.1%ETFMediumCanonsburg, PA2026-11-03
Integrated Wealth Management
53,164$1.9M1.9%ETFHighUniontown, OH2026-10-19
Farther Finance Advisors, LLC
47,295$1.7M0.0%IndexLowSan Francisco, CA2026-10-08
Aegis Wealth Management, Inc.
41,031$1.5M0.9%ETFMediumGuthrie Center, IA2026-10-26
Focus Financial Network, Inc.
33,774$1.2M0.0%ETFLowMinneapolis, MN2026-10-14
First Heartland Consultants, Inc.
30,763$1.1M0.1%ETFMediumLake St. Louis, MO2026-10-08
Lloyd Advisory Services, Llc.
28,972$1.1M0.4%ETFVery HighSuwanee, GA2026-11-02
Cypress Wealth Services, LLC
21,613$794.6K0.1%ETFLowPalm Desert, CA2026-10-21
Cambridge Investment Research Advisors, Inc.
20,784$759.0K0.0%ETFLowFairfield, IA2026-11-02
Tounjian Advisory Partners, LLC
20,012$730.9K0.3%GrowthHighFort Myers, FL2026-11-04
Blackston Financial Advisory Group, LLC
18,952$692.2K0.4%ETFLowThe Villages, FL2026-11-04
Mosley Wealth Management
17,028$626.0K0.2%ETFHighAnaheim, CA2026-10-16
Smart Wealth LLC
16,150$589.9K0.1%ETFHighOmaha, NE2026-11-04
AdvisorNet Financial, Inc
13,985$513.0K0.0%ETFLowMinnetonka, MN2026-10-15
Blue Water Asset Management
13,664$499.1K0.2%ETFLowGrand Rapids, MI2026-11-04
Elevation Wealth Management LLC
12,176$444.7K0.3%Agg GrowthLowEden Prairie, MN2026-11-02
Creative Planning
11,380$415.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Advus Financial Partners, LLC
11,355$414.7K0.1%ETFLowWinter Park, FL2026-10-20
Long Island Wealth Management, Inc.
11,000$401.8K0.2%ETFLowMelville, NY2026-10-20
PFG Advisors
10,283$375.6K0.0%ETFMediumPhoenix, AZ2026-10-16
Independent Financial Group, LLC
9,774$357.0K0.0%GrowthLowSan Diego, CA2026-10-13
Signal Advisors Wealth, LLC
9,414$343.8K0.0%ETFLowDetroit, MI2026-10-13
Grantvest Financial Group LLC
8,231$300.6K0.2%ETFLowMatawan, NJ2026-10-21
Joseph P. Lucia & Associates, LLC
8,069$294.7K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Patriot Financial Group Insurance Agency, LLC
7,855$286.9K0.0%GrowthLowWalpole, MA2026-10-14
Koshinski Asset Management, Inc.
6,805$248.6K0.0%ETFLowDecatur, IL2026-10-29
Castle Rock Wealth Management, LLC
6,729$247.4K0.0%GrowthMediumWalnut Creek, CA2026-10-09
Quest 10 Wealth Builders, Inc.
5,300$193.6K0.1%ETFLowFuquay-Varina, VA2026-11-02
Kingdom Financial Group Llc.
3,862$141.1K0.0%ETFMediumPeoria, AZ2026-11-04
Compass Financial Management LLC
3,669$134.0K0.0%CoreN/ATampa, FL2026-10-30
Creative Financial Designs Inc
3,106$113.4K0.0%ETFMediumKokomo, IN2026-11-04
Key Capital Management, Inc
1,591$58.1K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
IFP Advisors, Inc
1,566$57.2K0.0%GrowthLowTampa, FL2026-10-16
Dhjj Financial Advisors, Ltd.
1,105$40.4K0.0%ETFVery LowNaperville, IL2026-10-23
Lanark Financial, Inc.
800$29.2K0.0%CoreMediumBirmingham, AL2026-10-26
EverSource Wealth Advisors, LLC
719$26.3K0.0%CoreMediumBirmingham, AL2026-11-04
Decker Retirement Planning Inc.
569$20.8K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Evolution Wealth Management Inc.
543$19.8K0.0%ETFMediumFort Myers, FL2026-10-28
Montgomery Financial Services LLC
426$15.6K0.0%ETFN/AOcean City, MD2026-11-03
Elevated Capital Advisors, LLC
272$9.9K0.0%ETFMediumSandy, UT2026-11-04
Assetmark, Inc
130$4.7K0.0%ETFLowConcord, CA2026-10-21
CoreCap Advisors, LLC
85$3.1K0.0%ETFMediumSouthfield, MI2026-10-08