ALLIANZIM US LC BUFFER20 FEB (FEBW) Institutional Ownership Changes & 13F Activity

ALLIANZIM US LC BUFFER20 FEB (FEBW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Outlook Wealth Advisors, Llc, Osaic Holdings, Inc., Modern Wealth Management, Llc, Integrated Wealth Management, and Fsa Advisors, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Fsa Advisors, Inc.Buy+40,31540,315$1.43MQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Sell-95,949-27.4%254,242$9.04MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-66,211-90.6%6,833$242.85KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+39,228+437.8%48,188$1.71MQ2 2026Aug 14, 2026
Blackston Financial Advisory Group, LlcBuy+20,86720,867$741.61KQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-8,536-27.4%22,579$802.46KQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+5,6125,612$203.04KQ2 2026Aug 14, 2026
World Investment AdvisorsSell-3,369-5.6%56,841$2.02MQ2 2026Aug 14, 2026
Gallagher Fiduciary Advisors, LlcSell-1,440-20.4%5,635$200.27KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-1,273-1.2%107,751$3.83MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-806-8.9%8,230$292.50KQ2 2026Aug 14, 2026
Ubs Group AgBuy+724724$25.73KQ2 2026Aug 13, 2026
Harbour Investments, Inc.Sell-5,504-8.9%56,491$2.01MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+4,690+6.8%73,583$2.62MQ2 2026Aug 12, 2026
Integrated Wealth ManagementBuy+54,58154,581$1.94MQ2 2026Aug 11, 2026
Allianz SeBuy+35,385+22.6%191,866$6.82MQ2 2026Aug 10, 2026
Csenge Advisory GroupBuy+13,66013,660$485.48KQ2 2026Aug 10, 2026
Westshore Wealth, LlcBuy+11,14111,141$395.95KQ2 2026Aug 10, 2026
Moors & Cabot, Inc.Sell-500-6.1%7,650$271.88KQ2 2026Aug 10, 2026
Lloyd Advisory Services, Llc.Buy+24,224+3826.9%24,857$883.42KQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+23,45323,453$833.52KQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+2,165+17.2%14,765$524.76KQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+1,855+0.6%293,322$10.42MQ2 2026Aug 07, 2026
Joseph P. Lucia & Associates, LlcSell-1,290-5.2%23,380$830.92KQ2 2026Aug 07, 2026
Kingdom Financial Group Llc.Buy+197+31.1%830$29.50KQ2 2026Aug 07, 2026
Smart Wealth LlcBuy+16,81216,812$597.50KQ2 2026Aug 06, 2026
Blue Bell Private Wealth Management, LlcSell-105-3.1%3,312$117.71KQ2 2026Aug 06, 2026
Innovative Asset Advisors Group, LlcBuy+2,6332,633$93.58KQ2 2026Aug 05, 2026
Outlook Wealth Advisors, LlcBuy+108,127108,127$3.84MQ2 2026Aug 03, 2026
Envestnet Asset Management IncSell-8,967-23.7%28,856$1.03MQ2 2026Aug 03, 2026
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Frequently asked questions about FEBW activity

  • Which institutional owners are buying FEBW?

    Institutional owners buying FEBW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FEBW activity?

    "Buy" means an investor increased their reported position in FEBW compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US LC BUFFER20 FEB (FEBW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FEBW increasing?

    Institutional interest in FEBW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.