ALLIANZIM US LC BUFFER10 FEB (FEBT) Top Institutional Shareholders

ALLIANZIM US LC BUFFER10 FEB (FEBT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $84.12M in FEBT holdings during the latest filing period.

Gradient Investments Llc is currently the largest disclosed institutional shareholder of FEBT tracked by InsiderSet, reporting ownership valued at approximately $51.04M in its March 31, 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 $55.61M, representing an estimated gain of +8.95% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed FEBT value among the investors covered in this analysis. Major shareholders include Gradient Investments Llc, Osaic Holdings, Inc., Modern Wealth Management, 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

31

Total Reported Value

$84.12M

Largest Holder

Gradient Investments Llc

Largest Position

$51.04M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

36

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Gradient Investments Llc0.79%1,362,693$51,041,165$55,611,774+$4,570,609+8.95%
Osaic Holdings, Inc.0.01%201,008$7,529,769$8,203,177+$673,408+8.94%
Modern Wealth Management, Llc0.12%180,453$6,800,458$7,364,323+$563,865+8.29%
Commonwealth Equity Services, Llc0.01%115,345$4,320,370$4,707,253+$386,883+8.95%
Lpl Financial Llc0.00%91,941$3,443,751$3,752,131+$308,380+8.95%
Raymond James Financial Inc0.00%39,852$1,492,701$1,626,368+$133,667+8.95%
Cetera Investment Advisers0.00%31,269$1,171,215$1,276,094+$104,879+8.95%
Susquehanna International Group, Llp0.00%28,920$1,083,230$1,180,231+$97,001+8.95%
Snowden Capital Advisors Llc0.03%26,588$995,883$1,085,062+$89,179+8.95%
Envestnet Asset Management Inc0.00%23,241$870,517$948,470+$77,953+8.95%
Brown Financial Advisors0.23%16,050$601,170$655,004+$53,834+8.95%
Harbour Investments, Inc.0.01%14,572$545,810$594,686+$48,876+8.95%
A4 Wealth Advisors Llc0.43%13,820$517,643$563,997+$46,354+8.95%
Kestra Advisory Services, Llc0.00%11,230$420,632$458,299+$37,667+8.95%
Sanctuary Advisors, Llc0.00%11,045$413,703$450,749+$37,046+8.95%
Paladin Wealth, Llc0.27%10,516$393,888$429,160+$35,272+8.95%
Cwm, Llc0.00%9,400$352,087$383,616+$31,529+8.95%
Mattson Financial Services, Llc0.08%9,243$346,207$377,209+$31,002+8.95%
Strategic Blueprint, Llc0.02%7,368$275,977$300,690+$24,713+8.95%
Focus Financial Network, Inc.0.01%6,830$255,825$278,734+$22,909+8.95%
Nvest Financial, Llc0.09%6,505$243,652$265,470+$21,818+8.95%
Blue Bell Private Wealth Management, Llc0.03%6,445$241,405$263,022+$21,617+8.95%
Orion Porfolio Solutions, Llc0.00%6,432$240,918$262,491+$21,573+8.95%
Accurate Wealth Management, Llc0.03%5,606$216,504$228,782+$12,278+5.67%
Allianz Se0.00%5,000$187,281$204,051+$16,770+8.95%
Advisornet Financial, Inc0.00%1,600$59,939$65,296+$5,357+8.94%
Ae Wealth Management Llc0.00%1,032$38,654$42,116+$3,462+8.96%
Ubs Group Ag0.00%187$7,004$7,632+$628+8.96%
Creative Financial Designs Inc0.00%168$6,293$6,856+$563+8.95%
Ifp Advisors, Inc0.00%150$5,618$6,122+$504+8.96%
Cambridge Investment Research Advisors, Inc.0.00%8,625$323$351,988+$351,665+108874.61%

Frequently asked questions about FEBT

  • Who owns the most FEBT stock?

    The largest holders of FEBT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALLIANZIM US LC BUFFER10 FEB (FEBT).

  • Is FEBT widely held by superinvestors?

    Many widely followed stocks like FEBT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FEBT is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.