ALLIANZIM US LC BUFFER10 FEB (FEBT) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $96.76M 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 $56.72M in its June 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 $57.03M, representing an estimated gain of +0.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% 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
41
Total Reported Value
$96.76M
Largest Holder
Gradient Investments Llc
Largest Position
$56.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 0.78% | 1,378,809 | $56,724,065 | $57,032,228 | +$308,163 | +0.54% | |
| Osaic Holdings, Inc. | 0.01% | 201,008 | $7,529,769 | $8,314,374 | +$784,605 | +10.42% | |
| Modern Wealth Management, Llc | 0.12% | 180,453 | $6,800,458 | $7,464,150 | +$663,692 | +9.76% | |
| Commonwealth Equity Services, Llc | 0.01% | 109,042 | $4,485,980 | $4,510,348 | +$24,368 | +0.54% | |
| Lpl Financial Llc | 0.00% | 91,941 | $3,443,751 | $3,802,992 | +$359,241 | +10.43% | |
| Fwg Investments, Llc. | 1.58% | 72,521 | $2,983,507 | $2,999,715 | +$16,208 | +0.54% | |
| Wellment Financial | 2.93% | 62,476 | $2,570,256 | $2,584,220 | +$13,964 | +0.54% | |
| Raymond James Financial Inc | 0.00% | 39,852 | $1,492,701 | $1,648,414 | +$155,713 | +10.43% | |
| Cetera Investment Advisers | 0.00% | 31,269 | $1,171,215 | $1,293,392 | +$122,177 | +10.43% | |
| Susquehanna International Group, Llp | 0.00% | 28,920 | $1,083,230 | $1,196,230 | +$113,000 | +10.43% | |
| Envestnet Asset Management Inc | 0.00% | 26,161 | $1,076,261 | $1,082,108 | +$5,847 | +0.54% | |
| Snowden Capital Advisors Llc | 0.03% | 26,588 | $995,883 | $1,099,770 | +$103,887 | +10.43% | |
| Quest 10 Wealth Builders, Inc. | 0.62% | 19,465 | $800,788 | $805,139 | +$4,351 | +0.54% | |
| Brown Financial Advisors | 0.23% | 16,050 | $601,170 | $663,883 | +$62,713 | +10.43% | |
| Harbour Investments, Inc. | 0.01% | 14,572 | $545,810 | $602,747 | +$56,937 | +10.43% | |
| Sanctuary Advisors, Llc | 0.00% | 11,045 | $413,703 | $456,859 | +$43,156 | +10.43% | |
| Paladin Wealth, Llc | 0.24% | 9,876 | $406,298 | $408,505 | +$2,207 | +0.54% | |
| Cwm, Llc | 0.00% | 9,400 | $352,087 | $388,816 | +$36,729 | +10.43% | |
| Mattson Financial Services, Llc | 0.08% | 9,243 | $346,207 | $382,322 | +$36,115 | +10.43% | |
| A4 Wealth Advisors Llc | 0.21% | 7,701 | $316,818 | $318,540 | +$1,722 | +0.54% | |
| Strategic Blueprint, Llc | 0.02% | 7,368 | $303,119 | $304,766 | +$1,647 | +0.54% | |
| Focus Financial Network, Inc. | 0.01% | 6,813 | $280,286 | $281,809 | +$1,523 | +0.54% | |
| Nvest Financial, Llc | 0.09% | 6,640 | $273,169 | $274,653 | +$1,484 | +0.54% | |
| Independent Financial Group, Llc | 0.01% | 6,526 | $268,479 | $269,938 | +$1,459 | +0.54% | |
| Blue Bell Private Wealth Management, Llc | 0.03% | 6,445 | $241,405 | $266,587 | +$25,182 | +10.43% | |
| Orion Porfolio Solutions, Llc | 0.00% | 6,432 | $240,918 | $266,049 | +$25,131 | +10.43% | |
| Accurate Wealth Management, Llc | 0.02% | 5,375 | $222,603 | $222,328 | -$275 | -0.12% | |
| Kestra Advisory Services, Llc | 0.00% | 5,190 | $213,516 | $214,676 | +$1,160 | +0.54% | |
| Allianz Se | 0.00% | 5,000 | $187,281 | $206,817 | +$19,536 | +10.43% | |
| Mosley Wealth Management | 0.03% | 2,590 | $106,552 | $107,131 | +$579 | +0.54% | |
| Advisornet Financial, Inc | 0.00% | 1,600 | $65,834 | $66,181 | +$347 | +0.53% | |
| Decker Retirement Planning Inc. | 0.02% | 1,451 | $59,694 | $60,018 | +$324 | +0.54% | |
| Networth Advisors, Llc | 0.03% | 1,372 | $56,444 | $56,751 | +$307 | +0.54% | |
| Key Capital Management, Inc | 0.02% | 903 | $37,149 | $37,351 | +$202 | +0.54% | |
| Elevated Capital Advisors, Llc | 0.01% | 515 | $21,187 | $21,302 | +$115 | +0.54% | |
| Assetmark, Inc | 0.00% | 400 | $16,456 | $16,545 | +$89 | +0.54% | |
| Ubs Group Ag | 0.00% | 187 | $7,004 | $7,735 | +$731 | +10.44% | |
| Creative Financial Designs Inc | 0.00% | 168 | $6,912 | $6,949 | +$37 | +0.54% | |
| Ifp Advisors, Inc | 0.00% | 150 | $6,171 | $6,205 | +$34 | +0.54% | |
| Corecap Advisors, Llc | 0.00% | 102 | $4,196 | $4,219 | +$23 | +0.55% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 8,625 | $355 | $356,759 | +$356,404 | +100395.58% |
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.