FEBW Institutional Ownership
AllianzIM U.S. Equity Buffer20 Feb ETF
1W: +0.1%
1M: +0.7%
3M: +2.3%
YTD: +7.3%
1Y: +9.9%
3Y: +39.7%
$36.46
+0.11 (+0.31%)
Weekly Expected Move ±0.5%
$36
$36
$36
$37
$37
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FEBW
71
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
140M
Total Invested
21
New Positions
10
Increased
28
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (73 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 938,280 | $34M | +931,104 | +12975.3% | 14Q | SEC ↗ |
| 2 | LPL Financial LLC | 293,322 | $11M | +1,855 | +0.6% | 11Q | SEC ↗ |
| 3 | Kestra Advisory Services, LLC | 271,861 | $10M | -28,377 | -9.5% | 14Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 254,242 | $9M | -95,949 | -27.4% | 14Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 242,499 | $9M | -15,418 | -6.0% | 14Q | SEC ↗ |
| 6 | POM Investment Strategies, LLC NEW | 203,177 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Allianz SE | 191,866 | $7M | +35,385 | +22.6% | 3Q | SEC ↗ |
| 8 | Wellment Financial NEW | 142,672 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 9 | AMERICAN ASSET MANAGEMENT INC. | 140,875 | $5M | -11,449 | -7.5% | 6Q | SEC ↗ |
| 10 | Outlook Wealth Advisors, LLC NEW | 108,127 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 107,751 | $4M | -1,273 | -1.2% | 7Q | SEC ↗ |
| 12 | Spire Wealth Management | 85,018 | $3M | -228 | -0.3% | 7Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 73,583 | $3M | +4,690 | +6.8% | 14Q | SEC ↗ |
| 14 | Networth Advisors, LLC NEW | 60,456 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 15 | World Investment Advisors | 56,841 | $2M | -3,369 | -5.6% | 3Q | SEC ↗ |
| 16 | HARBOUR INVESTMENTS, INC. | 56,491 | $2M | -5,504 | -8.9% | 14Q | SEC ↗ |
| 17 | Integrated Wealth Management NEW | 54,581 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48,188 | $2M | +39,228 | +437.8% | 5Q | SEC ↗ |
| 19 | FSA Advisors, Inc. NEW | 40,315 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Focus Financial Network, Inc. | 36,456 | $1M | -119 | -0.3% | 10Q | SEC ↗ |
| 21 | JIM SAULNIER & ASSOCIATES, LLC | 34,981 | $1M | -2 | -0.0% | 6Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 28,856 | $1M | -8,967 | -23.7% | 14Q | SEC ↗ |
| 23 | Cambridge Investment Research Advisors | 27,638 | $1M | — | +0.0% | 14Q | SEC ↗ |
| 24 | Forty-three Eighteen Advisors, LLC | 26,417 | $963K | — | +0.0% | 3Q | SEC ↗ |
| 25 | Lloyd Advisory Services, LLC. | 24,857 | $906K | +24,224 | +3826.9% | 3Q | SEC ↗ |
| 26 | Farther Finance Advisors, LLC | 23,993 | $875K | -573 | -2.3% | 8Q | SEC ↗ |
| 27 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 23,453 | $855K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Joseph P. Lucia & Associates, LLC | 23,380 | $852K | -1,290 | -5.2% | 6Q | SEC ↗ |
| 29 | OLD MISSION CAPITAL LLC | 22,579 | $823K | -8,536 | -27.4% | 9Q | SEC ↗ |
| 30 | First Heartland Consultants, Inc. | 21,597 | $787K | — | +0.0% | 4Q | SEC ↗ |
| 31 | Blackston Financial Advisory Group, LL NEW | 20,867 | $761K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Fortis Capital Management LLC | 19,182 | $699K | — | +0.0% | 6Q | SEC ↗ |
| 33 | INDEPENDENT FINANCIAL GROUP, LLC | 18,479 | $674K | — | +0.0% | 14Q | SEC ↗ |
| 34 | SMART Wealth LLC NEW | 16,812 | $613K | — | +0.0% | 1Q | SEC ↗ |
| 35 | MML INVESTORS SERVICES, LLC | 14,765 | $538K | +2,165 | +17.2% | 6Q | SEC ↗ |
| 36 | SRH ADVISORS, LLC | 14,500 | $529K | — | +0.0% | 2Q | SEC ↗ |
| 37 | Tyche Wealth Partners LLC | 13,775 | $502K | — | +0.0% | 2Q | SEC ↗ |
| 38 | Csenge Advisory Group NEW | 13,660 | $498K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Stonebridge Financial Group, LLC / MO | 13,571 | $495K | — | +0.0% | 3Q | SEC ↗ |
| 40 | Westshore Wealth, LLC | 11,141 | $406K | -4,406 | -28.3% | 2Q | SEC ↗ |
| 41 | Mosley Wealth Management NEW | 10,377 | $378K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Concurrent Investment Advisors, LLC | 8,874 | $324K | -323 | -3.5% | 4Q | SEC ↗ |
| 43 | Castle Rock Wealth Management, LLC | 8,536 | $311K | +775 | +10.0% | 7Q | SEC ↗ |
| 44 | Foundations Investment Advisors, LLC | 8,230 | $300K | -806 | -8.9% | 2Q | SEC ↗ |
| 45 | Secure Asset Management, LLC | 8,001 | $292K | — | +0.0% | 5Q | SEC ↗ |
| 46 | Moors & Cabot, Inc. | 7,650 | $279K | -500 | -6.1% | 3Q | SEC ↗ |
| 47 | ACCESS FINANCIAL SERVICES, INC. | 7,190 | $262K | -13,790 | -65.7% | 2Q | SEC ↗ |
| 48 | Modern Wealth Management, LLC | 6,833 | $249K | -66,211 | -90.6% | 5Q | SEC ↗ |
| 49 | Global Retirement Partners, LLC NEW | 6,463 | $236K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Avidian Wealth Enterprises, LLC NEW | 5,707 | $208K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| POM Investment Strategies, LLC | 203,177 | $7M |
| Wellment Financial | 142,672 | $5M |
| Outlook Wealth Advisors, LLC | 108,127 | $4M |
| Networth Advisors, LLC | 60,456 | $2M |
| Integrated Wealth Management | 54,581 | $2M |
| FSA Advisors, Inc. | 40,315 | $1M |
| TOUNJIAN ADVISORY PARTNERS, LLC | 23,453 | $855K |
| Blackston Financial Advisory Group, | 20,867 | $761K |
| SMART Wealth LLC | 16,812 | $613K |
| Csenge Advisory Group | 13,660 | $498K |
| Mosley Wealth Management | 10,377 | $378K |
| Global Retirement Partners, LLC | 6,463 | $236K |
| Avidian Wealth Enterprises, LLC | 5,707 | $208K |
| KINTRA WEALTH, LLC | 5,612 | $205K |
| Quest 10 Wealth Builders, Inc. | 5,074 | $185K |
| Innovative Asset Advisors Group, LL | 2,633 | $96K |
| Key Capital Management, INC | 1,555 | $57K |
| UBS Group AG | 724 | $26K |
| Decker Retirement Planning Inc. | 625 | $23K |
| EVOLUTION WEALTH MANAGEMENT INC. | 526 | $19K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Elevated Capital Advisors, LLC | 37,080 | $1M |
| Clear Point Advisors Inc. | 22,009 | $802K |
| Sanctuary Advisors, LLC | 8,128 | $296K |
| GTS SECURITIES LLC | 6,500 | $237K |
| JANE STREET GROUP, LLC | 6,386 | $233K |
| Atlantic Private Wealth, LLC | 3,000 | $109K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 900 | $33K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | +931,104 | +12975.3% | 938,280 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +39,228 | +437.8% | 48,188 |
| Allianz SE | +35,385 | +22.6% | 191,866 |
| Lloyd Advisory Services, LLC. | +24,224 | +3826.9% | 24,857 |
| Cetera Investment Advisers | +4,690 | +6.8% | 73,583 |
| MML INVESTORS SERVICES, LLC | +2,165 | +17.2% | 14,765 |
| LPL Financial LLC | +1,855 | +0.6% | 293,322 |
| Castle Rock Wealth Management, LLC | +775 | +10.0% | 8,536 |
| Kingdom Financial Group LLC. | +197 | +31.1% | 830 |
| IFP Advisors, Inc | +10 | +0.9% | 1,100 |