FEBW Institutional Ownership & Shareholders
ALLIANZIM US LC BUFFER20 FEB (FEBW) is currently held by 65 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $108.11M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FEBW tracked by InsiderSet, reporting ownership valued at approximately $10.42M 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 $10.66M, representing an estimated gain of +2.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed FEBW value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Kestra Advisory Services, Llc, Osaic Holdings, Inc., 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
65
Total Reported Value
$108.11M
Largest Holder
Lpl Financial Llc
Largest Position
$10.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 293,322 | $10,424,664 | $10,656,388 | +$231,724 | +2.22% | |
| Kestra Advisory Services, Llc | 0.03% | 271,861 | $9,661,955 | $9,876,710 | +$214,755 | +2.22% | |
| Osaic Holdings, Inc. | 0.01% | 254,242 | $9,035,830 | $9,236,612 | +$200,782 | +2.22% | |
| Commonwealth Equity Services, Llc | 0.01% | 242,499 | $8,618,420 | $8,809,989 | +$191,569 | +2.22% | |
| Pom Investment Strategies, Llc | 6.23% | 212,427 | $7,719,597 | $7,717,473 | -$2,124 | -0.03% | |
| Allianz Se | 0.07% | 191,866 | $6,818,918 | $6,970,492 | +$151,574 | +2.22% | |
| Wellment Financial | 5.87% | 150,133 | $5,455,818 | $5,454,332 | -$1,486 | -0.03% | |
| American Asset Management Inc. | 4.08% | 140,875 | $5,006,698 | $5,117,989 | +$111,291 | +2.22% | |
| Outlook Wealth Advisors, Llc | 0.83% | 107,081 | $3,891,324 | $3,890,253 | -$1,071 | -0.03% | |
| Raymond James Financial Inc | 0.00% | 107,751 | $3,829,471 | $3,914,594 | +$85,123 | +2.22% | |
| Concurrent Investment Advisors, Llc | 0.02% | 75,358 | $2,738,506 | $2,737,756 | -$750 | -0.03% | |
| Cetera Investment Advisers | 0.00% | 73,583 | $2,615,145 | $2,673,270 | +$58,125 | +2.22% | |
| Spire Wealth Management | 0.07% | 66,484 | $2,416,029 | $2,415,364 | -$665 | -0.03% | |
| Networth Advisors, Llc | 1.25% | 60,456 | $2,148,606 | $2,196,366 | +$47,760 | +2.22% | |
| Integrated Wealth Management | 2.09% | 58,388 | $2,121,820 | $2,121,236 | -$584 | -0.03% | |
| World Investment Advisors | 0.03% | 56,841 | $2,020,129 | $2,065,034 | +$44,905 | +2.22% | |
| Harbour Investments, Inc. | 0.03% | 56,491 | $2,007,690 | $2,052,318 | +$44,628 | +2.22% | |
| Susquehanna International Group, Llp | 0.00% | 48,188 | $1,712,602 | $1,750,670 | +$38,068 | +2.22% | |
| Fsa Advisors, Inc. | 0.66% | 40,315 | $1,432,795 | $1,464,644 | +$31,849 | +2.22% | |
| Focus Financial Network, Inc. | 0.04% | 36,486 | $1,325,901 | $1,325,536 | -$365 | -0.03% | |
| Jim Saulnier & Associates, Llc | 0.50% | 34,981 | $1,243,225 | $1,270,860 | +$27,635 | +2.22% | |
| Envestnet Asset Management Inc | 0.00% | 28,856 | $1,025,542 | $1,048,338 | +$22,796 | +2.22% | |
| Forty-Three Eighteen Advisors, Llc | 0.63% | 26,417 | $938,860 | $959,730 | +$20,870 | +2.22% | |
| Lloyd Advisory Services, Llc. | 0.34% | 24,857 | $883,418 | $903,055 | +$19,637 | +2.22% | |
| Farther Finance Advisors, Llc | 0.01% | 24,170 | $878,339 | $878,096 | -$243 | -0.03% | |
| Joseph P. Lucia & Associates, Llc | 0.25% | 23,325 | $847,624 | $847,397 | -$227 | -0.03% | |
| Tounjian Advisory Partners, Llc | 0.36% | 23,453 | $833,520 | $852,047 | +$18,527 | +2.22% | |
| Old Mission Capital Llc | 0.02% | 22,579 | $802,457 | $820,295 | +$17,838 | +2.22% | |
| First Heartland Consultants, Inc. | 0.05% | 20,981 | $762,450 | $762,240 | -$210 | -0.03% | |
| Blackston Financial Advisory Group, Llc | 0.42% | 20,867 | $741,613 | $758,098 | +$16,485 | +2.22% | |
| Fortis Capital Management Llc | 0.08% | 19,182 | $681,729 | $696,882 | +$15,153 | +2.22% | |
| Smart Wealth Llc | 0.13% | 16,812 | $597,498 | $610,780 | +$13,282 | +2.22% | |
| Mosley Wealth Management | 0.16% | 15,241 | $557,287 | $553,706 | -$3,581 | -0.64% | |
| Independent Financial Group, Llc | 0.01% | 14,759 | $536,342 | $536,194 | -$148 | -0.03% | |
| Srh Advisors, Llc | 0.14% | 14,500 | $526,930 | $526,785 | -$145 | -0.03% | |
| Mml Investors Services, Llc | 0.00% | 14,765 | $524,759 | $536,412 | +$11,653 | +2.22% | |
| Tyche Wealth Partners Llc | 0.07% | 13,775 | $489,564 | $500,446 | +$10,882 | +2.22% | |
| Csenge Advisory Group | 0.02% | 13,660 | $485,476 | $496,268 | +$10,792 | +2.22% | |
| Stonebridge Financial Group, Llc / Mo | 0.32% | 13,571 | $482,313 | $493,034 | +$10,721 | +2.22% | |
| Westshore Wealth, Llc | 0.12% | 11,141 | $395,951 | $404,753 | +$8,802 | +2.22% | |
| Castle Rock Wealth Management, Llc | 0.06% | 8,536 | $312,247 | $310,113 | -$2,134 | -0.68% | |
| Foundations Investment Advisors, Llc | 0.00% | 8,230 | $292,500 | $298,996 | +$6,496 | +2.22% | |
| Secure Asset Management, Llc | 0.04% | 8,001 | $290,756 | $290,676 | -$80 | -0.03% | |
| Moors & Cabot, Inc. | 0.01% | 7,650 | $271,881 | $277,925 | +$6,044 | +2.22% | |
| Access Financial Services, Inc. | 0.08% | 7,190 | $255,533 | $261,213 | +$5,680 | +2.22% | |
| Modern Wealth Management, Llc | 0.00% | 6,833 | $242,854 | $248,243 | +$5,389 | +2.22% | |
| Avidian Wealth Enterprises, Llc | 0.01% | 5,707 | $207,392 | $207,335 | -$57 | -0.03% | |
| Kintra Wealth, Llc | 0.01% | 5,612 | $203,041 | $203,884 | +$843 | +0.42% | |
| Gallagher Fiduciary Advisors, Llc | 0.01% | 5,635 | $200,268 | $204,720 | +$4,452 | +2.22% | |
| Quest 10 Wealth Builders, Inc. | 0.14% | 5,074 | $180,330 | $184,338 | +$4,008 | +2.22% |
Frequently asked questions about FEBW
Who are the largest institutional holders of FEBW?
The largest institutional holders of FEBW reported in the latest SEC Form 13F filings include Lpl Financial Llc, Kestra Advisory Services, Llc, Osaic Holdings, Inc., Commonwealth Equity Services, Llc, and Pom Investment Strategies, Llc. InsiderSet ranks institutional holders by their latest reported FEBW position.
What is FEBW institutional ownership?
This page tracks FEBW positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US LC BUFFER20 FEB (FEBW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FEBW?
InsiderSet currently tracks 65 institutional managers reporting FEBW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FEBW shareholders.
How much FEBW stock do institutions own?
Institutional investment managers disclosed approximately $108.11M in FEBW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FEBW institutional ownership last updated?
The latest FEBW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FEBW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FEBW position after the reporting date.
Are institutions buying or selling FEBW?
Institutional buying and selling can be analyzed by comparing FEBW positions across consecutive 13F reporting periods. InsiderSet's FEBW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FEBW ownership changes.
How has FEBW institutional ownership changed over time?
InsiderSet tracks FEBW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.