ALLIANZIM US LC BUFFER20 FEB (FEBW) Institutional Shareholders
ALLIANZIM US LC BUFFER20 FEB (FEBW) 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 $100.10M in FEBW holdings during the latest filing period.
Osaic Holdings, Inc. is currently the largest disclosed institutional shareholder of FEBW tracked by InsiderSet, reporting ownership valued at approximately $11.72M 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 $12.62M, representing an estimated gain of +7.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed FEBW value among the investors covered in this analysis. Major shareholders include Osaic Holdings, Inc., Lpl Financial Llc, Kestra Advisory Services, Llc, and several other long-term asset managers with concentrated positions in ALLIANZIM US LC BUFFER20 FEB (FEBW).
This page ranks the largest institutional FEBW 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
59
Total Reported Value
$100.10M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$11.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | 0.02% | 350,191 | $11,724,416 | $12,623,685 | +$899,269 | +7.67% | |
| Lpl Financial Llc | 0.00% | 291,467 | $9,758,315 | $10,506,802 | +$748,487 | +7.67% | |
| Kestra Advisory Services, Llc | 0.03% | 271,861 | $9,661,955 | $9,800,045 | +$138,090 | +1.43% | |
| Commonwealth Equity Services, Llc | 0.01% | 242,499 | $8,618,420 | $8,741,604 | +$123,184 | +1.43% | |
| Pom Investment Strategies, Llc | 8.18% | 203,177 | $7,220,911 | $7,324,124 | +$103,213 | +1.43% | |
| Allianz Se | 0.06% | 156,481 | $5,238,984 | $5,640,827 | +$401,843 | +7.67% | |
| Wellment Financial | 5.78% | 142,672 | $5,070,548 | $5,143,040 | +$72,492 | +1.43% | |
| American Asset Management Inc. | 4.08% | 140,875 | $5,006,698 | $5,078,262 | +$71,564 | +1.43% | |
| Outlook Wealth Advisors, Llc | 0.83% | 108,127 | $3,842,828 | $3,897,762 | +$54,934 | +1.43% | |
| Raymond James Financial Inc | 0.00% | 109,024 | $3,650,123 | $3,930,097 | +$279,974 | +7.67% | |
| Spire Wealth Management | 0.09% | 85,018 | $3,021,540 | $3,064,729 | +$43,189 | +1.43% | |
| Modern Wealth Management, Llc | 0.04% | 73,044 | $2,457,843 | $2,633,090 | +$175,247 | +7.13% | |
| Cetera Investment Advisers | 0.00% | 68,893 | $2,306,543 | $2,483,455 | +$176,912 | +7.67% | |
| Networth Advisors, Llc | 1.25% | 60,456 | $2,148,606 | $2,179,318 | +$30,712 | +1.43% | |
| Harbour Investments, Inc. | 0.03% | 61,995 | $2,075,593 | $2,234,796 | +$159,203 | +7.67% | |
| World Investment Advisors | 0.03% | 60,210 | $2,015,833 | $2,170,450 | +$154,617 | +7.67% | |
| Focus Financial Network, Inc. | 0.04% | 36,456 | $1,295,646 | $1,314,166 | +$18,520 | +1.43% | |
| Jim Saulnier & Associates, Llc | 0.50% | 34,981 | $1,243,225 | $1,260,995 | +$17,770 | +1.43% | |
| Old Mission Capital Llc | 0.02% | 31,115 | $1,041,730 | $1,121,634 | +$79,904 | +7.67% | |
| Envestnet Asset Management Inc | 0.00% | 28,856 | $1,025,542 | $1,040,201 | +$14,659 | +1.43% | |
| Forty-Three Eighteen Advisors, Llc | 0.63% | 26,417 | $938,860 | $952,280 | +$13,420 | +1.43% | |
| Farther Finance Advisors, Llc | 0.01% | 23,993 | $852,712 | $864,900 | +$12,188 | +1.43% | |
| Joseph P. Lucia & Associates, Llc | 0.30% | 24,670 | $825,952 | $889,304 | +$63,352 | +7.67% | |
| First Heartland Consultants, Inc. | 0.05% | 21,597 | $767,557 | $778,529 | +$10,972 | +1.43% | |
| Clear Point Advisors Inc. | 0.57% | 22,009 | $736,861 | $793,380 | +$56,519 | +7.67% | |
| Independent Financial Group, Llc | 0.01% | 18,479 | $656,744 | $666,131 | +$9,387 | +1.43% | |
| Fortis Capital Management Llc | 0.09% | 19,182 | $642,214 | $691,473 | +$49,259 | +7.67% | |
| Srh Advisors, Llc | 0.13% | 14,500 | $515,330 | $522,696 | +$7,366 | +1.43% | |
| Stonebridge Financial Group, Llc / Mo | 0.32% | 13,571 | $482,313 | $489,207 | +$6,894 | +1.43% | |
| Tyche Wealth Partners Llc | 0.07% | 13,775 | $461,187 | $496,561 | +$35,374 | +7.67% | |
| Mml Investors Services, Llc | 0.00% | 12,600 | $421,840 | $454,205 | +$32,365 | +7.67% | |
| Mosley Wealth Management | 0.12% | 10,377 | $368,799 | $374,070 | +$5,271 | +1.43% | |
| Concurrent Investment Advisors, Llc | 0.00% | 8,874 | $315,379 | $319,890 | +$4,511 | +1.43% | |
| Castle Rock Wealth Management, Llc | 0.06% | 8,536 | $303,655 | $307,706 | +$4,051 | +1.33% | |
| Foundations Investment Advisors, Llc | 0.00% | 9,036 | $302,530 | $325,730 | +$23,200 | +7.67% | |
| Susquehanna International Group, Llp | 0.00% | 8,960 | $299,981 | $322,990 | +$23,009 | +7.67% | |
| Secure Asset Management, Llc | 0.04% | 8,001 | $284,356 | $288,420 | +$4,064 | +1.43% | |
| Moors & Cabot, Inc. | 0.01% | 8,150 | $272,862 | $293,791 | +$20,929 | +7.67% | |
| Sanctuary Advisors, Llc | 0.00% | 8,128 | $272,125 | $292,998 | +$20,873 | +7.67% | |
| Access Financial Services, Inc. | 0.08% | 7,190 | $255,533 | $259,185 | +$3,652 | +1.43% | |
| Gallagher Fiduciary Advisors, Llc | 0.01% | 7,075 | $236,871 | $255,040 | +$18,169 | +7.67% | |
| Jane Street Group, Llc | 0.00% | 6,386 | $213,803 | $230,203 | +$16,400 | +7.67% | |
| Avidian Wealth Enterprises, Llc | 0.01% | 5,707 | $202,827 | $205,726 | +$2,899 | +1.43% | |
| Quest 10 Wealth Builders, Inc. | 0.14% | 5,074 | $180,330 | $182,908 | +$2,578 | +1.43% | |
| Nbc Securities, Inc. | 0.01% | 4,673 | $166,078 | $168,452 | +$2,374 | +1.43% | |
| Luminist Capital Llc | 0.22% | 4,904 | $164,186 | $176,779 | +$12,593 | +7.67% | |
| Blue Bell Private Wealth Management, Llc | 0.02% | 3,417 | $114,401 | $123,176 | +$8,775 | +7.67% | |
| Atlantic Private Wealth, Llc | 0.07% | 3,000 | $100,440 | $108,144 | +$7,704 | +7.67% | |
| Innovative Asset Advisors Group, Llc | 0.04% | 2,633 | $93,577 | $94,914 | +$1,337 | +1.43% | |
| Key Capital Management, Inc | 0.03% | 1,555 | $55,265 | $56,055 | +$790 | +1.43% |
Frequently asked questions about FEBW
Who owns the most FEBW stock?
The largest holders of FEBW 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 BUFFER20 FEB (FEBW).
Is FEBW widely held by superinvestors?
Many widely followed stocks like FEBW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FEBW 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.