ALLIANZIM US LC BUFFER10 FEB (FEBT) Institutional Ownership Changes & 13F Activity
ALLIANZIM US LC BUFFER10 FEB (FEBT). 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 Modern Wealth Management, Llc, Fwg Investments, Llc., Smart Wealth Llc, Richmond Brothers, Inc., and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +2,920 | +12.6% | 26,161 | $1.08M | Q2 2026 | Sep 23, 2026 |
| Brown Financial Advisors | Sell | -175 | -1.1% | 15,875 | $653.10K | Q2 2026 | Aug 26, 2026 |
| Fsa Advisors, Inc. | Buy | +19,150 | — | 19,150 | $787.83K | Q2 2026 | Aug 17, 2026 |
| Modern Wealth Management, Llc | Sell | -161,532 | -89.5% | 18,921 | $778.40K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -36,684 | -18.3% | 164,324 | $6.76M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +11,466 | — | 11,466 | $471.71K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +10,625 | +36.7% | 39,545 | $1.63M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +6,206 | — | 6,206 | $255.31K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +4,582 | +11.5% | 44,434 | $1.83M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +2,238 | — | 2,238 | $92.07K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +47 | — | 47 | $1.93K | Q2 2026 | Aug 14, 2026 |
| Jpmorgan Chase & Co | Buy | +17,815 | — | 17,815 | $728.28K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -2,812 | -19.3% | 11,760 | $483.81K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +2,589 | +8.3% | 33,858 | $1.39M | Q2 2026 | Aug 12, 2026 |
| Richmond Brothers, Inc. | Buy | +39,690 | — | 39,690 | $1.63M | Q2 2026 | Aug 11, 2026 |
| Csenge Advisory Group | Buy | +7,936 | — | 7,936 | $326.49K | Q2 2026 | Aug 10, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +19,641 | — | 19,641 | $808.03K | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +3,785 | — | 3,785 | $155.72K | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group Llc. | Buy | +1,324 | — | 1,324 | $54.47K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -188 | -0.2% | 91,753 | $3.77M | Q2 2026 | Aug 07, 2026 |
| Smart Wealth Llc | Buy | +56,854 | — | 56,854 | $2.34M | Q2 2026 | Aug 06, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +175 | +2.7% | 6,620 | $272.35K | Q2 2026 | Aug 06, 2026 |
| Innovative Asset Advisors Group, Llc | Buy | +2,320 | — | 2,320 | $95.44K | Q2 2026 | Aug 05, 2026 |
| Mattson Financial Services, Llc | Buy | +1,332 | +14.4% | 10,575 | $437.16K | Q2 2026 | Aug 04, 2026 |
| Elevated Capital Advisors, Llc | Buy | +515 | — | 515 | $21.19K | Q2 2026 | Aug 03, 2026 |
| Assetmark, Inc | Buy | +400 | — | 400 | $16.46K | Q2 2026 | Jul 30, 2026 |
| Nvest Financial, Llc | Buy | +135 | +2.1% | 6,640 | $273.17K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -6,303 | -5.5% | 109,042 | $4.49M | Q2 2026 | Jul 29, 2026 |
| Fwg Investments, Llc. | Buy | +72,521 | — | 72,521 | $2.98M | Q2 2026 | Jul 28, 2026 |
| A4 Wealth Advisors Llc | Sell | -6,119 | -44.3% | 7,701 | $316.82K | Q2 2026 | Jul 28, 2026 |
Frequently asked questions about FEBT activity
Which institutional owners are buying FEBT?
Institutional owners buying FEBT 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 FEBT activity?
"Buy" means an investor increased their reported position in FEBT compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US LC BUFFER10 FEB (FEBT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FEBT increasing?
Institutional interest in FEBT 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.