13FBOX
ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF · 13F Institutional Holdings
Options Calculator Rankings
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ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF

FEBW
Institutions
29
Combined AUM (Q2 2026)
$114.7M
Combined Shares (Q2 2026)
3.2M
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+1.3M
12 institutions added · 5 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-291,557
17 institutions reduced · 3 exits
Est. sell amount
⚖️ Net Share Change
+965,296
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$114.7M
Institutions
29
New Buys
5
Adds
7
Reduces
14
Exits
3
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AE Wealth Management LLC
0.16%#6$33.3M938,280$00+938,280New Buy
LPL Financial LLC
<0.01%<0.01%#23$10.4M293,322$9.8M291,467+1,855+0.64%Add
Kestra Advisory Services, LLC
0.03%0.04%#14$9.7M271,861$10.1M300,238-28,377-9.45%Reduce
OSAIC HOLDINGS, INC.
0.01%0.02%#19$9.0M254,242$11.7M350,191-95,949-27.40%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#18$8.6M242,499$8.6M257,917-15,418-5.98%Reduce
POM Investment Strategies, LLC
8.18%#1$7.2M203,177$00+203,177New Buy
ALLIANZ SE
0.07%0.06%#8$6.8M191,866$5.2M156,481+35,385+22.61%Add
AMERICAN ASSET MANAGEMENT INC.
4.08%4.43%#2$5.0M140,875$5.1M152,324-11,449-7.52%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#26$3.8M107,751$3.7M109,024-1,273-1.17%Reduce
Spire Wealth Management
0.09%0.1%#7$3.0M85,018$2.9M85,246-228-0.27%Reduce
Cetera Investment Advisers
<0.01%<0.01%#22$2.6M73,583$2.3M68,893+4,690+6.81%Add
World Investment Advisors
0.03%0.03%#13$2.0M56,841$2.0M60,210-3,369-5.60%Reduce
HARBOUR INVESTMENTS, INC.
0.03%0.03%#15$2.0M56,491$2.1M61,995-5,504-8.88%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#28$1.7M48,188$299,9818,960+39,228+437.81%Add
Focus Financial Network, Inc.
0.04%0.04%#12$1.3M36,456$1.2M36,575-119-0.33%Reduce
JIM SAULNIER & ASSOCIATES, LLC
0.5%0.57%#3$1.2M34,981$1.2M34,983-2-0.01%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#24$982,25527,638$925,00027,63800.00%Unchanged
Lloyd Advisory Services, LLC.
0.34%#4$883,41824,857$00+24,857New Buy
Farther Finance Advisors, LLC
0.01%0.01%#20$852,71223,993$826,59924,566-573-2.33%Reduce
Joseph P. Lucia & Associates, LLC
0.25%0.3%#5$830,92523,380$825,95224,670-1,290-5.23%Reduce
OLD MISSION CAPITAL LLC
0.01%0.02%#17$802,45722,579$1.0M31,115-8,536-27.43%Reduce
First Heartland Consultants, Inc.
0.05%0.06%#11$767,55721,597$723,06821,59700.00%Unchanged
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#25$524,75914,765$421,84012,600+2,165+17.18%Add
Tyche Wealth Partners LLC
0.07%0.07%#9$489,56413,775$461,18713,77500.00%Unchanged
Castle Rock Wealth Management, LLC
0.06%0.06%#10$303,6558,536$261,2517,761+775+9.99%Add
Avidian Wealth Enterprises, LLC
0.01%#21$202,8275,707$00+5,707New Buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.01%0.02%#16$117,7083,312$114,4013,417-105-3.07%Reduce
IFP Advisors, Inc
<0.01%<0.01%#27$39,0941,100$36,4931,090+10+0.92%Add
UBS Group AG
<0.01%#29$25,731724$00+724New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow