ALLIANZIM US LC BUFFER20 FEB (FEBW) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $81.12M 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 $12.40M, representing an estimated gain of +5.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed FEBW value among the investors covered in this analysis. Major shareholders include Osaic Holdings, Inc., Kestra Advisory Services, Llc, Lpl Financial 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
48
Total Reported Value
$81.12M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$11.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
52
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 | $12,402,715 | +$678,299 | +5.79% | |
| Kestra Advisory Services, Llc | 0.04% | 300,238 | $10,051,955 | $10,633,529 | +$581,574 | +5.79% | |
| Lpl Financial Llc | 0.00% | 291,467 | $9,758,315 | $10,322,887 | +$564,572 | +5.79% | |
| Commonwealth Equity Services, Llc | 0.01% | 257,917 | $8,635,070 | $9,134,646 | +$499,576 | +5.79% | |
| Allianz Se | 0.06% | 156,481 | $5,238,984 | $5,542,088 | +$303,104 | +5.79% | |
| American Asset Management Inc. | 4.43% | 152,324 | $5,099,808 | $5,394,859 | +$295,051 | +5.79% | |
| Raymond James Financial Inc | 0.00% | 109,024 | $3,650,123 | $3,861,303 | +$211,180 | +5.79% | |
| Spire Wealth Management | 0.10% | 85,246 | $2,854,036 | $3,019,158 | +$165,122 | +5.79% | |
| Modern Wealth Management, Llc | 0.04% | 73,044 | $2,457,843 | $2,586,999 | +$129,156 | +5.25% | |
| Cetera Investment Advisers | 0.00% | 68,893 | $2,306,543 | $2,439,983 | +$133,440 | +5.79% | |
| Harbour Investments, Inc. | 0.03% | 61,995 | $2,075,593 | $2,195,677 | +$120,084 | +5.79% | |
| World Investment Advisors | 0.03% | 60,210 | $2,015,833 | $2,132,458 | +$116,625 | +5.79% | |
| Envestnet Asset Management Inc | 0.00% | 37,823 | $1,266,314 | $1,339,577 | +$73,263 | +5.79% | |
| Focus Financial Network, Inc. | 0.04% | 36,575 | $1,224,531 | $1,295,377 | +$70,846 | +5.79% | |
| Jim Saulnier & Associates, Llc | 0.57% | 34,983 | $1,171,231 | $1,238,993 | +$67,762 | +5.79% | |
| Old Mission Capital Llc | 0.02% | 31,115 | $1,041,730 | $1,102,000 | +$60,270 | +5.79% | |
| Forty-Three Eighteen Advisors, Llc | 0.67% | 26,417 | $884,441 | $935,611 | +$51,170 | +5.79% | |
| Farther Finance Advisors, Llc | 0.01% | 24,566 | $826,599 | $870,054 | +$43,455 | +5.26% | |
| Joseph P. Lucia & Associates, Llc | 0.30% | 24,670 | $825,952 | $873,737 | +$47,785 | +5.79% | |
| Clear Point Advisors Inc. | 0.57% | 22,009 | $736,861 | $779,493 | +$42,632 | +5.79% | |
| First Heartland Consultants, Inc. | 0.06% | 21,597 | $723,068 | $764,901 | +$41,833 | +5.79% | |
| Access Financial Services, Inc. | 0.25% | 20,980 | $702,410 | $743,049 | +$40,639 | +5.79% | |
| Fortis Capital Management Llc | 0.09% | 19,182 | $642,214 | $679,369 | +$37,155 | +5.79% | |
| Srh Advisors, Llc | 0.14% | 14,500 | $485,460 | $513,547 | +$28,087 | +5.79% | |
| Tyche Wealth Partners Llc | 0.07% | 13,775 | $461,187 | $487,869 | +$26,682 | +5.79% | |
| Stonebridge Financial Group, Llc / Mo | 0.38% | 13,571 | $454,357 | $480,644 | +$26,287 | +5.79% | |
| Mml Investors Services, Llc | 0.00% | 12,600 | $421,840 | $446,254 | +$24,414 | +5.79% | |
| Concurrent Investment Advisors, Llc | 0.00% | 9,197 | $307,913 | $325,730 | +$17,817 | +5.79% | |
| Foundations Investment Advisors, Llc | 0.00% | 9,036 | $302,530 | $320,028 | +$17,498 | +5.78% | |
| Susquehanna International Group, Llp | 0.00% | 8,960 | $299,981 | $317,336 | +$17,355 | +5.79% | |
| Moors & Cabot, Inc. | 0.01% | 8,150 | $272,862 | $288,649 | +$15,787 | +5.79% | |
| Sanctuary Advisors, Llc | 0.00% | 8,128 | $272,125 | $287,869 | +$15,744 | +5.79% | |
| Secure Asset Management, Llc | 0.04% | 8,001 | $267,873 | $283,371 | +$15,498 | +5.79% | |
| Castle Rock Wealth Management, Llc | 0.06% | 7,761 | $261,251 | $274,871 | +$13,620 | +5.21% | |
| Ae Wealth Management Llc | 0.00% | 7,176 | $240,253 | $254,152 | +$13,899 | +5.79% | |
| Gallagher Fiduciary Advisors, Llc | 0.01% | 7,075 | $236,871 | $250,575 | +$13,704 | +5.79% | |
| Jane Street Group, Llc | 0.00% | 6,386 | $213,803 | $226,173 | +$12,370 | +5.79% | |
| Nbc Securities, Inc. | 0.01% | 5,469 | $183,102 | $193,696 | +$10,594 | +5.79% | |
| Luminist Capital Llc | 0.22% | 4,904 | $164,186 | $173,685 | +$9,499 | +5.79% | |
| Blue Bell Private Wealth Management, Llc | 0.02% | 3,417 | $114,401 | $121,020 | +$6,619 | +5.79% | |
| Atlantic Private Wealth, Llc | 0.07% | 3,000 | $100,440 | $106,251 | +$5,811 | +5.79% | |
| Ifp Advisors, Inc | 0.00% | 1,090 | $36,493 | $38,605 | +$2,112 | +5.79% | |
| Creative Financial Designs Inc | 0.00% | 900 | $30,132 | $31,875 | +$1,743 | +5.79% | |
| Kingdom Financial Group Llc. | 0.01% | 633 | $21,193 | $22,419 | +$1,226 | +5.78% | |
| Lloyd Advisory Services, Llc. | 0.01% | 633 | $21,193 | $22,419 | +$1,226 | +5.78% | |
| Pfs Partners, Llc | 0.01% | 600 | $20,088 | $21,250 | +$1,162 | +5.79% | |
| Financial Network Wealth Advisors Llc | 0.01% | 345 | $11,551 | $12,219 | +$668 | +5.78% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 27,638 | $925 | $978,855 | +$977,930 | +105722.17% |
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.