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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+2,920+12.6%26,161$1.08MQ2 2026Sep 23, 2026
Brown Financial AdvisorsSell-175-1.1%15,875$653.10KQ2 2026Aug 26, 2026
Fsa Advisors, Inc.Buy+19,150—19,150$787.83KQ2 2026Aug 17, 2026
Modern Wealth Management, LlcSell-161,532-89.5%18,921$778.40KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-36,684-18.3%164,324$6.76MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+11,466—11,466$471.71KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+10,625+36.7%39,545$1.63MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+6,206—6,206$255.31KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+4,582+11.5%44,434$1.83MQ2 2026Aug 14, 2026
Barclays PlcBuy+2,238—2,238$92.07KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+47—47$1.93KQ2 2026Aug 14, 2026
Jpmorgan Chase & CoBuy+17,815—17,815$728.28KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-2,812-19.3%11,760$483.81KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+2,589+8.3%33,858$1.39MQ2 2026Aug 12, 2026
Richmond Brothers, Inc.Buy+39,690—39,690$1.63MQ2 2026Aug 11, 2026
Csenge Advisory GroupBuy+7,936—7,936$326.49KQ2 2026Aug 10, 2026
Lloyd Advisory Services, Llc.Buy+19,641—19,641$808.03KQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+3,785—3,785$155.72KQ2 2026Aug 07, 2026
Kingdom Financial Group Llc.Buy+1,324—1,324$54.47KQ2 2026Aug 07, 2026
Lpl Financial LlcSell-188-0.2%91,753$3.77MQ2 2026Aug 07, 2026
Smart Wealth LlcBuy+56,854—56,854$2.34MQ2 2026Aug 06, 2026
Blue Bell Private Wealth Management, LlcBuy+175+2.7%6,620$272.35KQ2 2026Aug 06, 2026
Innovative Asset Advisors Group, LlcBuy+2,320—2,320$95.44KQ2 2026Aug 05, 2026
Mattson Financial Services, LlcBuy+1,332+14.4%10,575$437.16KQ2 2026Aug 04, 2026
Elevated Capital Advisors, LlcBuy+515—515$21.19KQ2 2026Aug 03, 2026
Assetmark, IncBuy+400—400$16.46KQ2 2026Jul 30, 2026
Nvest Financial, LlcBuy+135+2.1%6,640$273.17KQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcSell-6,303-5.5%109,042$4.49MQ2 2026Jul 29, 2026
Fwg Investments, Llc.Buy+72,521—72,521$2.98MQ2 2026Jul 28, 2026
A4 Wealth Advisors LlcSell-6,119-44.3%7,701$316.82KQ2 2026Jul 28, 2026
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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.