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Alianzim US EQ Bfr20 Jan-Usd (JANW)

CUSIP: 00888H802 | NYSE | 155 institutional holders

Quarters

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

Commonwealth Equity Services, LLC490,084
0.0% of portfolio›$19.4M
POM Investment Strategies, LLC226,614
7.2% of portfolio›$9.0M
Kestra Advisory Services, LLC202,797
0.0% of portfolio›$8.0M
Wellment Financial160,007
6.8% of portfolio›$6.3M
Outlook Wealth Advisors, LLC114,676
1.0% of portfolio›$4.5M
Long Island Wealth Management, Inc.93,363
1.4% of portfolio›$3.7M
Concurrent Investment Advisors, LLC81,268
0.0% of portfolio›$3.2M
Farther Finance Advisors, LLC66,305
0.0% of portfolio›$2.6M
Networth Advisors, LLC62,545
1.4% of portfolio›$2.5M
Integrated Wealth Management62,134
2.4% of portfolio›$2.5M
Spire Wealth Management59,954
0.1% of portfolio›$2.4M
IFP Advisors, Inc59,920
0.0% of portfolio›$2.4M
Cambridge Investment Research Advisors, Inc.47,400
0.0% of portfolio›$1.9M
Joseph P. Lucia & Associates, LLC44,225
0.5% of portfolio›$1.7M
Blue Water Asset Management43,983
0.6% of portfolio›$1.7M
Lloyd Advisory Services, Llc.32,142
0.5% of portfolio›$1.3M
Sigma Planning Corp32,057
0.0% of portfolio›$1.3M
Castle Rock Wealth Management, LLC31,242
0.2% of portfolio›$1.2M
Grantvest Financial Group LLC30,465
0.7% of portfolio›$1.2M
Tounjian Advisory Partners, LLC23,435
0.4% of portfolio›$927.1K
Midwest Financial Network, LLC22,655
0.6% of portfolio›$896.2K
Blackston Financial Advisory Group, LLC22,203
0.5% of portfolio›$878.3K
Mosley Wealth Management19,935
0.2% of portfolio›$792.9K
Blue Bell Private Wealth Management, LLC18,781
0.1% of portfolio›$743.0K
Smart Wealth LLC18,317
0.1% of portfolio›$724.6K
Advus Financial Partners, LLC15,294
0.2% of portfolio›$605.0K
BIP Wealth, LLC13,485
0.0% of portfolio›$533.5K
Focus Financial Network, Inc.13,112
0.0% of portfolio›$518.7K
PFG Advisors12,752
0.0% of portfolio›$504.5K
Advisory Solutions Group, LLC12,235
0.1% of portfolio›$484.0K
Park Avenue Securities LLC11,448
0.0% of portfolio›$453.0K
Signal Advisors Wealth, LLC11,251
0.0% of portfolio›$445.1K
Koshinski Asset Management, Inc.11,165
0.0% of portfolio›$441.7K
Triad Wealth Partners, LLC11,105
0.0% of portfolio›$439.3K
Stirlingshire Investments, Inc.10,359
0.3% of portfolio›$409.8K
Founders Financial Securities LLC8,605
0.0% of portfolio›$340.4K
Independent Financial Group, LLC6,707
0.0% of portfolio›$265.3K
Lanark Financial, Inc.6,260
0.0% of portfolio›$247.6K
Quest 10 Wealth Builders, Inc.6,204
0.2% of portfolio›$245.4K
RFG Advisory, LLC5,914
0.0% of portfolio›$234.0K
FWG Investments, Llc.5,533
0.1% of portfolio›$218.9K
Compass Financial Management LLC5,298
0.0% of portfolio›$209.6K
Dhjj Financial Advisors, Ltd.3,985
0.0% of portfolio›$157.6K
Kingdom Financial Group Llc.3,565
0.0% of portfolio›$141.0K
Creative Financial Designs Inc3,311
0.0% of portfolio›$131.0K
Evolution Wealth Management Inc.3,063
0.1% of portfolio›$121.2K
Key Capital Management, Inc1,861
0.0% of portfolio›$73.6K
Decker Retirement Planning Inc.666
0.0% of portfolio›$26.3K
Montgomery Financial Services LLC501
0.0% of portfolio›$19.8K
Assetmark, Inc95
0.0% of portfolio›$3.8K
CoreCap Advisors, LLC80
0.0% of portfolio›$3.2K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
490,084$19.4M0.0%ETFLowWaltham, MA2026-11-02
POM Investment Strategies, LLC
226,614$9.0M7.2%ETFVery HighRaleigh, NC2026-10-20
Kestra Advisory Services, LLC
202,797$8.0M0.0%CoreLowAustin, TX2026-11-02
Wellment Financial
160,007$6.3M6.8%ETFHighElmhurst, IL2026-10-28
Outlook Wealth Advisors, LLC
114,676$4.5M1.0%ETFMediumShenandoah, TX2026-10-28
Long Island Wealth Management, Inc.
93,363$3.7M1.4%ETFLowMelville, NY2026-10-20
Concurrent Investment Advisors, LLC
81,268$3.2M0.0%GrowthMediumTampa, FL2026-10-16
Farther Finance Advisors, LLC
66,305$2.6M0.0%IndexLowSan Francisco, CA2026-10-08
Networth Advisors, LLC
62,545$2.5M1.4%ETFMediumCanonsburg, PA2026-11-03
Integrated Wealth Management
62,134$2.5M2.4%ETFHighUniontown, OH2026-10-19
Spire Wealth Management
59,954$2.4M0.1%GrowthMediumMclean, VA2026-10-30
IFP Advisors, Inc
59,920$2.4M0.0%GrowthLowTampa, FL2026-10-16
Cambridge Investment Research Advisors, Inc.
47,400$1.9M0.0%ETFLowFairfield, IA2026-11-02
Joseph P. Lucia & Associates, LLC
44,225$1.7M0.5%ETFVery LowYorktown Heights, NY2026-10-30
Blue Water Asset Management
43,983$1.7M0.6%ETFLowGrand Rapids, MI2026-11-04
Lloyd Advisory Services, Llc.
32,142$1.3M0.5%ETFVery HighSuwanee, GA2026-11-02
Sigma Planning Corp
32,057$1.3M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Castle Rock Wealth Management, LLC
31,242$1.2M0.2%GrowthMediumWalnut Creek, CA2026-10-09
Grantvest Financial Group LLC
30,465$1.2M0.7%ETFLowMatawan, NJ2026-10-21
Tounjian Advisory Partners, LLC
23,435$927.1K0.4%GrowthHighFort Myers, FL2026-11-04
Midwest Financial Network, LLC
22,655$896.2K0.6%ETFHighTinley Park, IL2026-10-13
Blackston Financial Advisory Group, LLC
22,203$878.3K0.5%ETFLowThe Villages, FL2026-11-04
Mosley Wealth Management
19,935$792.9K0.2%ETFHighAnaheim, CA2026-10-16
Blue Bell Private Wealth Management, LLC
18,781$743.0K0.1%YieldVery LowBlue Bell, PA2026-10-29
Smart Wealth LLC
18,317$724.6K0.1%ETFHighOmaha, NE2026-11-04
Advus Financial Partners, LLC
15,294$605.0K0.2%ETFLowWinter Park, FL2026-10-20
BIP Wealth, LLC
13,485$533.5K0.0%ETFMediumAtlanta, GA2026-10-22
Focus Financial Network, Inc.
13,112$518.7K0.0%ETFLowMinneapolis, MN2026-10-14
PFG Advisors
12,752$504.5K0.0%ETFMediumPhoenix, AZ2026-10-16
Advisory Solutions Group, LLC
12,235$484.0K0.1%ETFN/APlymouth, MN2026-10-14
Park Avenue Securities LLC
11,448$453.0K0.0%ETFMediumNew York, NY2026-10-26
Signal Advisors Wealth, LLC
11,251$445.1K0.0%ETFLowDetroit, MI2026-10-13
Koshinski Asset Management, Inc.
11,165$441.7K0.0%ETFLowDecatur, IL2026-10-29
Triad Wealth Partners, LLC
11,105$439.3K0.0%ETFMediumLawrence, KS2026-10-26
Stirlingshire Investments, Inc.
10,359$409.8K0.3%ETFMediumNew York, NY2026-11-05
Founders Financial Securities LLC
8,605$340.4K0.0%ETFMediumTowson, MD2026-10-28
Independent Financial Group, LLC
6,707$265.3K0.0%GrowthLowSan Diego, CA2026-10-13
Lanark Financial, Inc.
6,260$247.6K0.0%CoreMediumBirmingham, AL2026-10-26
Quest 10 Wealth Builders, Inc.
6,204$245.4K0.2%ETFLowFuquay-Varina, VA2026-11-02
RFG Advisory, LLC
5,914$234.0K0.0%ETFMediumBirmingham, AL2026-11-03
FWG Investments, Llc.
5,533$218.9K0.1%ETFMediumLexington, KY2026-11-03
Compass Financial Management LLC
5,298$209.6K0.0%CoreN/ATampa, FL2026-10-30
Dhjj Financial Advisors, Ltd.
3,985$157.6K0.0%ETFVery LowNaperville, IL2026-10-23
Kingdom Financial Group Llc.
3,565$141.0K0.0%ETFMediumPeoria, AZ2026-11-04
Creative Financial Designs Inc
3,311$131.0K0.0%ETFMediumKokomo, IN2026-11-04
Evolution Wealth Management Inc.
3,063$121.2K0.1%ETFMediumFort Myers, FL2026-10-28
Key Capital Management, Inc
1,861$73.6K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Decker Retirement Planning Inc.
666$26.3K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Montgomery Financial Services LLC
501$19.8K0.0%ETFN/AOcean City, MD2026-11-03
Assetmark, Inc
95$3.8K0.0%ETFLowConcord, CA2026-10-21
CoreCap Advisors, LLC
80$3.2K0.0%ETFMediumSouthfield, MI2026-10-08