Who Owns AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW)?Hedge Fund & Institutional Holders

$33.62-0.13 (-0.37%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.3000800080005481e+126T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$28.69$30.12$31.55$32.97$34.40Sep 24Jun 25Mar 26

FEBW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+248K+$8.0M
AMERICAN ASSET MANAGEMENT INC.New Position+161K+$5.5M
ALLIANZ INVESTMENT MANAGEMENT LLCNew Position+109K+$3.7M
World Investment AdvisorsNew Position+66K+$2.2M
JIM SAULNIER & ASSOCIATES, LLCNew Position+36K+$1.2M
Spire Wealth ManagementNew Position+35K+$1.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+40K+$1.0M
Clear Point Advisors Inc.New Position+22K+$747K
Joseph P. Lucia & Associates, LLCNew Position+13K+$429K
Stonebridge Financial Group, LLC / MONew Position+12K+$411K
Concurrent Investment Advisors, LLCNew Position+9K+$302K
Skyview Financial Group LLCNew Position+8K+$272K
Castle Rock Wealth Management, LLCNew Position+8K+$264K
AE Wealth Management LLCNew Position+6K+$190K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+3K+$92K

FEBW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-49K-$15.0B
LPL Financial LLCDecreased-4K-$4.6B
RAYMOND JAMES FINANCIAL INCDecreased-224-$3.2B
Modern Wealth Management, LLCDecreased-14K-$2.9B
Cetera Investment AdvisersDecreased-2K-$2.2B
HARBOUR INVESTMENTS, INC.Decreased-6K-$1.5B
First Heartland Consultants, Inc.Decreased-244-$718.3M
Farther Finance Advisors, LLCDecreased-2K-$676.5M
Focus Financial Network, Inc.Decreased-181-$619.4M
PFG AdvisorsClosed Position-11K-$365.7M
Consolidated Portfolio Review CorpClosed Position-11K-$350.4M
BARCLAYS PLCClosed Position-5K-$162.3M
UBS Group AGDecreased-3K-$102.8M
Cambridge Investment Research Advisors, Inc.Decreased-5K-$872K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OSAIC HOLDINGS, INC.403,153$13.0M0.02%Share
2Kestra Advisory Services, LLC248,868$8.0M0.03%Share
3COMMONWEALTH EQUITY SERVICES, LLC248,184$8.0M0.01%Share
4AMERICAN ASSET MANAGEMENT INC.161,386$5.5M4.65%Share
5LPL Financial LLC134,926$4.0M0.00%Share
6ALLIANZ INVESTMENT MANAGEMENT LLC109,429$3.7M2.33%Share
7RAYMOND JAMES FINANCIAL INC94,879$3.0M0.00%Share
8Modern Wealth Management, LLC73,878$2.5M0.05%Share
9World Investment Advisors65,868$2.2M0.04%Share
10Cetera Investment Advisers64,555$2.0M0.00%Share
11HARBOUR INVESTMENTS, INC.40,538$1.4M0.03%Share
12OLD MISSION CAPITAL LLC37,294$1.3M0.03%Share
13Elevated Capital Advisors, LLC37,080$1.3M0.29%Share
14JIM SAULNIER & ASSOCIATES, LLC36,049$1.2M0.63%Share
15Spire Wealth Management34,900$1.2M0.04%Share
16ENVESTNET ASSET MANAGEMENT INC40,094$1.0M0.00%Share
17Fortis Capital Management LLC23,299$791K0.10%Share
18Clear Point Advisors Inc.22,009$747K0.58%Share
19First Heartland Consultants, Inc.21,452$728K0.06%Share
20Focus Financial Network, Inc.18,528$629K0.02%Share
21Farther Finance Advisors, LLC18,043$612K0.01%Share
22Joseph P. Lucia & Associates, LLC12,645$429K0.15%Share
23Stonebridge Financial Group, LLC / MO12,107$411K0.36%Share
24Concurrent Investment Advisors, LLC8,904$302K0.00%Share
25Skyview Financial Group LLC8,012$272K0.28%Share
26Secure Asset Management, LLC8,001$271K0.04%Share
27Castle Rock Wealth Management, LLC7,761$264K0.06%Share
28Gallagher Fiduciary Advisors, LLC7,075$240K0.01%Share
29NBC SECURITIES, INC.5,469$185K0.01%Share
30AE Wealth Management LLC5,292$179K0.00%Share
31Luminist Capital LLC4,904$166K0.20%Share
32BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,717$92K0.01%Share
33CREATIVE FINANCIAL DESIGNS INC /ADV900$30K0.00%Share
34Lloyd Advisory Services, LLC.878$29K0.01%Share
35Kingdom Financial Group LLC.633$21K0.01%Share
36PFS Partners, LLC600$20K0.01%Share
37AE Wealth Management LLC335$11K0.00%Share
38Financial Network Wealth Advisors LLC345$11K0.01%Share
39UBS Group AG183$6K0.00%Share
40OSAIC HOLDINGS, INC.5,848$00.00%Share
41MML INVESTORS SERVICES, LLC9,950$00.00%Share
42IFP Advisors, Inc780$00.00%Share
43RAYMOND JAMES FINANCIAL INC1,053$00.00%Share
44ALLIANZ SE5,000$00.00%Share
45Cambridge Investment Research Advisors, Inc.21,282$00.00%Share
46Global Retirement Partners, LLC6,463$00.00%Share
47Moors & Cabot, Inc.5,900$00.00%Share
48SUSQUEHANNA INTERNATIONAL GROUP, LLP26,178$00.00%Share
49SUSQUEHANNA INTERNATIONAL GROUP, LLP7,200$00.00%Share
50GTS SECURITIES LLC6,500$00.00%Share

FEBW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202546$65.7M+19
Q3 202527$44.9B-16
Q2 202543$43.9B+0
Q1 202543$55.4B+9
Q4 202434$4.7T+5
Q3 202429$11.6T-2
Q2 202431$12.9T+4
Q1 202427$9.7T—

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As of Q4 2025, 50 institutional investors hold FEBW (AllianzIM U.S. Equity Buffer20 Feb ETF). The largest holder is OSAIC HOLDINGS, INC. with $13.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own FEBW?

As of Q4 2025, 50 institutional investors report holding FEBW (AllianzIM U.S. Equity Buffer20 Feb ETF) in their 13F filings.

Who is the largest institutional holder of FEBW?

The largest institutional holder of FEBW is OSAIC HOLDINGS, INC. with $13.0M in shares.

Is institutional ownership of FEBW increasing or decreasing?

This quarter, 15 institutions opened new positions in FEBW and 3 closed their positions.