FEBT Institutional Ownership & Shareholders
ALLIANZIM US LC BUFFER10 FEB (FEBT) is currently held by 49 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $99.89M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of FEBT tracked by InsiderSet, reporting ownership valued at approximately $58.45M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $58.35M, representing an estimated loss of -0.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed FEBT value among the investors covered in this analysis. Major shareholders include Gradient Investments Llc, Osaic Holdings, Inc., Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ALLIANZIM US LC BUFFER10 FEB (FEBT).
This page ranks the largest institutional FEBT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
49
Total Reported Value
$99.89M
Largest Holder
Gradient Investments Llc
Largest Position
$58.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 0.84% | 1,387,489 | $58,454,918 | $58,347,520 | -$107,398 | -0.18% | |
| Osaic Holdings, Inc. | 0.01% | 164,324 | $6,760,334 | $6,910,251 | +$149,917 | +2.22% | |
| Lpl Financial Llc | 0.00% | 91,753 | $3,774,709 | $3,858,452 | +$83,743 | +2.22% | |
| Commonwealth Equity Services, Llc | 0.00% | 84,948 | $3,578,860 | $3,572,284 | -$6,576 | -0.18% | |
| Fwg Investments, Llc. | 1.58% | 72,521 | $2,983,507 | $3,049,697 | +$66,190 | +2.22% | |
| Wellment Financial | 2.81% | 61,976 | $2,611,049 | $2,606,252 | -$4,797 | -0.18% | |
| Smart Wealth Llc | 0.50% | 56,854 | $2,338,968 | $2,390,859 | +$51,891 | +2.22% | |
| Raymond James Financial Inc | 0.00% | 44,434 | $1,828,011 | $1,868,565 | +$40,554 | +2.22% | |
| Richmond Brothers, Inc. | 0.85% | 39,690 | $1,632,844 | $1,669,068 | +$36,224 | +2.22% | |
| Susquehanna International Group, Llp | 0.00% | 39,545 | $1,626,877 | $1,662,970 | +$36,093 | +2.22% | |
| Cetera Investment Advisers | 0.00% | 33,858 | $1,392,915 | $1,423,817 | +$30,902 | +2.22% | |
| Snowden Capital Advisors Llc | 0.03% | 26,588 | $1,093,828 | $1,118,095 | +$24,267 | +2.22% | |
| Envestnet Asset Management Inc | 0.00% | 26,161 | $1,076,261 | $1,100,138 | +$23,877 | +2.22% | |
| Quest 10 Wealth Builders, Inc. | 0.60% | 19,353 | $815,342 | $813,844 | -$1,498 | -0.18% | |
| Fsa Advisors, Inc. | 0.36% | 19,150 | $787,829 | $805,307 | +$17,478 | +2.22% | |
| Modern Wealth Management, Llc | 0.01% | 18,921 | $778,400 | $795,677 | +$17,277 | +2.22% | |
| Lloyd Advisory Services, Llc. | 0.28% | 17,744 | $747,555 | $746,181 | -$1,374 | -0.18% | |
| Jpmorgan Chase & Co | 0.00% | 17,815 | $728,278 | $749,167 | +$20,889 | +2.87% | |
| Brown Financial Advisors | 0.23% | 15,875 | $653,096 | $667,585 | +$14,489 | +2.22% | |
| Harbour Investments, Inc. | 0.01% | 11,760 | $483,805 | $494,539 | +$10,734 | +2.22% | |
| Gts Securities Llc | 0.01% | 11,466 | $471,711 | $482,175 | +$10,464 | +2.22% | |
| Sanctuary Advisors, Llc | 0.00% | 11,045 | $454,390 | $464,471 | +$10,081 | +2.22% | |
| Mattson Financial Services, Llc | 0.09% | 10,575 | $437,162 | $444,706 | +$7,544 | +1.73% | |
| Kestra Advisory Services, Llc | 0.00% | 9,654 | $406,723 | $405,976 | -$747 | -0.18% | |
| Paladin Wealth, Llc | 0.21% | 9,361 | $394,380 | $393,654 | -$726 | -0.18% | |
| Cwm, Llc | 0.00% | 9,400 | $352,087 | $395,294 | +$43,207 | +12.27% | |
| Csenge Advisory Group | 0.01% | 7,936 | $326,486 | $333,729 | +$7,243 | +2.22% | |
| Strategic Blueprint, Llc | 0.02% | 7,368 | $310,414 | $309,844 | -$570 | -0.18% | |
| A4 Wealth Advisors Llc | 0.20% | 7,260 | $305,864 | $305,302 | -$562 | -0.18% | |
| Focus Financial Network, Inc. | 0.01% | 6,686 | $281,681 | $281,164 | -$517 | -0.18% | |
| Blue Bell Private Wealth Management, Llc | 0.03% | 6,620 | $278,901 | $278,388 | -$513 | -0.18% | |
| Nvest Financial, Llc | 0.09% | 6,640 | $273,169 | $279,229 | +$6,060 | +2.22% | |
| Old Mission Capital Llc | 0.01% | 6,206 | $255,314 | $260,978 | +$5,664 | +2.22% | |
| Accurate Wealth Management, Llc | 0.02% | 5,368 | $229,236 | $225,738 | -$3,498 | -1.53% | |
| Allianz Se | 0.00% | 5,000 | $205,700 | $210,263 | +$4,563 | +2.22% | |
| Tounjian Advisory Partners, Llc | 0.07% | 3,785 | $155,715 | $159,169 | +$3,454 | +2.22% | |
| Mosley Wealth Management | 0.04% | 3,229 | $137,491 | $135,788 | -$1,703 | -1.24% | |
| Innovative Asset Advisors Group, Llc | 0.04% | 2,320 | $95,445 | $97,562 | +$2,117 | +2.22% | |
| Barclays Plc | 0.00% | 2,238 | $92,071 | $94,114 | +$2,043 | +2.22% | |
| Decker Retirement Planning Inc. | 0.03% | 1,857 | $78,235 | $78,092 | -$143 | -0.18% | |
| Networth Advisors, Llc | 0.03% | 1,372 | $56,444 | $57,696 | +$1,252 | +2.22% | |
| Kingdom Financial Group Llc. | 0.01% | 1,324 | $54,469 | $55,678 | +$1,209 | +2.22% | |
| Key Capital Management, Inc | 0.02% | 903 | $37,149 | $37,973 | +$824 | +2.22% | |
| Elevated Capital Advisors, Llc | 0.01% | 515 | $21,187 | $21,657 | +$470 | +2.22% | |
| Assetmark, Inc | 0.00% | 400 | $16,852 | $16,821 | -$31 | -0.18% | |
| Creative Financial Designs Inc | 0.00% | 168 | $6,912 | $7,065 | +$153 | +2.21% | |
| Ifp Advisors, Inc | 0.00% | 150 | $6,320 | $6,308 | -$12 | -0.19% | |
| Ifg Advisory, Llc | 0.00% | 47 | $1,933 | $1,976 | +$43 | +2.25% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 7,822 | $330 | $328,935 | +$328,605 | +99577.41% |
Frequently asked questions about FEBT
Who are the largest institutional holders of FEBT?
The largest institutional holders of FEBT reported in the latest SEC Form 13F filings include Gradient Investments Llc, Osaic Holdings, Inc., Lpl Financial Llc, Commonwealth Equity Services, Llc, and Fwg Investments, Llc.. InsiderSet ranks institutional holders by their latest reported FEBT position.
What is FEBT institutional ownership?
This page tracks FEBT positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US LC BUFFER10 FEB (FEBT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FEBT?
InsiderSet currently tracks 49 institutional managers reporting FEBT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FEBT shareholders.
How much FEBT stock do institutions own?
Institutional investment managers disclosed approximately $99.89M in FEBT holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FEBT institutional ownership last updated?
The latest FEBT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FEBT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FEBT position after the reporting date.
Are institutions buying or selling FEBT?
Institutional buying and selling can be analyzed by comparing FEBT positions across consecutive 13F reporting periods. InsiderSet's FEBT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FEBT ownership changes.
How has FEBT institutional ownership changed over time?
InsiderSet tracks FEBT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.