FEBT Institutional Ownership
AllianzIM U.S. Equity Buffer10 Feb ETF
1W: -0.1%
1M: +0.8%
3M: +2.7%
YTD: +11.0%
1Y: +14.3%
3Y: +62.1%
$42.38
+0.17 (+0.40%)
Weekly Expected Move ±0.8%
$42
$42
$42
$43
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FEBT
57
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
138M
Total Invested
25
New Positions
10
Increased
13
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (59 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 1,378,809 | $58M | +16,116 | +1.2% | 5Q | SEC ↗ |
| 2 | AE Wealth Management LLC | 947,801 | $40M | +946,769 | +91741.2% | 11Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 164,324 | $7M | -36,684 | -18.3% | 14Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 109,042 | $5M | -6,303 | -5.5% | 10Q | SEC ↗ |
| 5 | LPL Financial LLC | 91,753 | $4M | -188 | -0.2% | 10Q | SEC ↗ |
| 6 | FWG Investments, LLC. NEW | 72,521 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Wellment Financial NEW | 62,476 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 8 | SMART Wealth LLC NEW | 56,854 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 44,434 | $2M | +4,582 | +11.5% | 7Q | SEC ↗ |
| 10 | Richmond Brothers, Inc. NEW | 39,690 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,545 | $2M | +10,625 | +36.7% | 2Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 33,858 | $1M | +2,589 | +8.3% | 10Q | SEC ↗ |
| 13 | Snowden Capital Advisors LLC | 26,588 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 26,161 | $1M | +2,920 | +12.6% | 10Q | SEC ↗ |
| 15 | Lloyd Advisory Services, LLC. NEW | 19,641 | $832K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Quest 10 Wealth Builders, Inc. NEW | 19,465 | $825K | — | +0.0% | 1Q | SEC ↗ |
| 17 | FSA Advisors, Inc. NEW | 19,150 | $812K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Modern Wealth Management, LLC | 18,921 | $802K | -161,532 | -89.5% | 5Q | SEC ↗ |
| 19 | JPMORGAN CHASE & CO | 17,815 | $755K | +17,607 | +8464.9% | 5Q | SEC ↗ |
| 20 | Brown Financial Advisors | 15,875 | $673K | -175 | -1.1% | 5Q | SEC ↗ |
| 21 | HARBOUR INVESTMENTS, INC. | 11,760 | $498K | -2,812 | -19.3% | 14Q | SEC ↗ |
| 22 | GTS SECURITIES LLC NEW | 11,466 | $486K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Sanctuary Advisors, LLC | 11,045 | $468K | — | +0.0% | 6Q | SEC ↗ |
| 24 | Mattson Financial Services, LLC | 10,575 | $448K | +1,332 | +14.4% | 5Q | SEC ↗ |
| 25 | Paladin Wealth, LLC | 9,876 | $419K | -640 | -6.1% | 5Q | SEC ↗ |
| 26 | CWM, LLC | 9,400 | $398K | -38 | -0.4% | 13Q | SEC ↗ |
| 27 | Cambridge Investment Research Advisors | 8,625 | $366K | — | +0.0% | 6Q | SEC ↗ |
| 28 | Csenge Advisory Group NEW | 7,936 | $336K | — | +0.0% | 1Q | SEC ↗ |
| 29 | A4 Wealth Advisors LLC | 7,701 | $326K | -6,119 | -44.3% | 4Q | SEC ↗ |
| 30 | Strategic Blueprint, LLC | 7,368 | $312K | — | +0.0% | 5Q | SEC ↗ |
| 31 | Focus Financial Network, Inc. | 6,813 | $289K | -17 | -0.2% | 10Q | SEC ↗ |
| 32 | Nvest Financial, LLC | 6,640 | $281K | +135 | +2.1% | 2Q | SEC ↗ |
| 33 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 6,620 | $281K | +175 | +2.7% | 14Q | SEC ↗ |
| 34 | INDEPENDENT FINANCIAL GROUP, LLC | 6,526 | $277K | — | +0.0% | 6Q | SEC ↗ |
| 35 | OLD MISSION CAPITAL LLC NEW | 6,206 | $263K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Accurate Wealth Management, LLC | 5,375 | $228K | -231 | -4.1% | 2Q | SEC ↗ |
| 37 | Kestra Advisory Services, LLC | 5,190 | $220K | -6,040 | -53.8% | 7Q | SEC ↗ |
| 38 | Allianz SE | 5,000 | $212K | — | +0.0% | 3Q | SEC ↗ |
| 39 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 3,785 | $160K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Mosley Wealth Management NEW | 2,590 | $110K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Innovative Asset Advisors Group, LLC NEW | 2,320 | $98K | — | +0.0% | 1Q | SEC ↗ |
| 42 | BARCLAYS PLC NEW | 2,238 | $95K | — | +0.0% | 1Q | SEC ↗ |
| 43 | AdvisorNet Financial, Inc | 1,600 | $68K | — | +0.0% | 13Q | SEC ↗ |
| 44 | Decker Retirement Planning Inc. NEW | 1,451 | $61K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Networth Advisors, LLC NEW | 1,372 | $58K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Kingdom Financial Group LLC. NEW | 1,324 | $56K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Integrated Wealth Concepts LLC NEW | 1,028 | $44K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Key Capital Management, INC NEW | 903 | $38K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Elevated Capital Advisors, LLC NEW | 515 | $22K | — | +0.0% | 1Q | SEC ↗ |
| 50 | ASSETMARK, INC NEW | 400 | $17K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| FWG Investments, LLC. | 72,521 | $3M |
| Wellment Financial | 62,476 | $3M |
| SMART Wealth LLC | 56,854 | $2M |
| Richmond Brothers, Inc. | 39,690 | $2M |
| Lloyd Advisory Services, LLC. | 19,641 | $832K |
| Quest 10 Wealth Builders, Inc. | 19,465 | $825K |
| FSA Advisors, Inc. | 19,150 | $812K |
| GTS SECURITIES LLC | 11,466 | $486K |
| Csenge Advisory Group | 7,936 | $336K |
| OLD MISSION CAPITAL LLC | 6,206 | $263K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 3,785 | $160K |
| Mosley Wealth Management | 2,590 | $110K |
| Innovative Asset Advisors Group, LL | 2,320 | $98K |
| BARCLAYS PLC | 2,238 | $95K |
| Decker Retirement Planning Inc. | 1,451 | $61K |
| Networth Advisors, LLC | 1,372 | $58K |
| Kingdom Financial Group LLC. | 1,324 | $56K |
| Integrated Wealth Concepts LLC | 1,028 | $44K |
| Key Capital Management, INC | 903 | $38K |
| Elevated Capital Advisors, LLC | 515 | $22K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Orion Porfolio Solutions, LLC | 6,432 | $273K |
| JIM SAULNIER & ASSOCIATES, LLC | 6,048 | $256K |
| UBS Group AG | 187 | $8K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | +946,769 | +91741.2% | 947,801 |
| JPMORGAN CHASE & CO | +17,607 | +8464.9% | 17,815 |
| Gradient Investments LLC | +16,116 | +1.2% | 1,378,809 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +10,625 | +36.7% | 39,545 |
| RAYMOND JAMES FINANCIAL INC | +4,582 | +11.5% | 44,434 |
| ENVESTNET ASSET MANAGEMENT INC | +2,920 | +12.6% | 26,161 |
| Cetera Investment Advisers | +2,589 | +8.3% | 33,858 |
| Mattson Financial Services, LLC | +1,332 | +14.4% | 10,575 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | +175 | +2.7% | 6,620 |
| Nvest Financial, LLC | +135 | +2.1% | 6,640 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Modern Wealth Management, LLC | -161,532 | -89.5% | 18,921 |
| OSAIC HOLDINGS, INC. | -36,684 | -18.3% | 164,324 |
| COMMONWEALTH EQUITY SERVICES, LLC | -6,303 | -5.5% | 109,042 |
| A4 Wealth Advisors LLC | -6,119 | -44.3% | 7,701 |
| Kestra Advisory Services, LLC | -6,040 | -53.8% | 5,190 |
| HARBOUR INVESTMENTS, INC. | -2,812 | -19.3% | 11,760 |
| Paladin Wealth, LLC | -640 | -6.1% | 9,876 |
| Accurate Wealth Management, LLC | -231 | -4.1% | 5,375 |
| LPL Financial LLC | -188 | -0.2% | 91,753 |
| Brown Financial Advisors | -175 | -1.1% | 15,875 |
| CWM, LLC | -38 | -0.4% | 9,400 |
| Focus Financial Network, Inc. | -17 | -0.2% | 6,813 |