F&G Annuities & Life, Inc. (FG) — Institutional Holders, Q2 2026 (page 3)
326 institutional investment managers reported a FG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FG 13F holders ranked 201–300 of 326
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | UMB Bank, n.a.#201 · 221 sh | 221 | $5.9K | <0.01% | +132.6% |
| 202 | WOLFF WIESE MAGANA#202 · 217 sh | 217 | $5.8K | — | New |
| 203 | HM PAYSON#203 · 207 sh | 207 | $5.5K | <0.01% | +132.6% |
| 204 | Kilter Group#204 · 195 sh | 195 | $5.2K | <0.01% | -3.9% |
| 205 | HUNTINGTON NATIONAL BANK#205 · 189 sh | 189 | $5.0K | 0.00% | 0.0% |
| 206 | ROTHSCHILD INVESTMENT#206 · 171 sh | 171 | $4.5K | <0.01% | +20.4% |
| 207 | MassMutual Private Wealth & , FSB#207 · 161 sh | 161 | $4.3K | — | 0.0% |
| 208 | WHITTIER#208 · 150 sh | 150 | $4.3K | 0.00% | 0.0% |
| 209 | GHP Investment Advisors#209 · 145 sh | 145 | $3.9K | — | -1.4% |
| 210 | Quarry#210 · 140 sh | 140 | $3.7K | <0.01% | New |
| 211 | HARBOUR INVESTMENTS#211 · 136 sh | 136 | $3.6K | 0.00% | -57.1% |
| 212 | CVA Family Office#212 · 128 sh | 128 | $3.4K | <0.01% | +753.3% |
| 213 | RICHARDSON FINANCIAL SERVICES#213 · 127 sh | 127 | $3.4K | <0.01% | -3.8% |
| 214 | HARBOR INVESTMENT ADVISORY#214 · 124 sh | 124 | $3.3K | — | 0.0% |
| 215 | Tradewinds Capital Management#215 · 120 sh | 120 | $3.2K | — | 0.0% |
| 216 | Continuum Advisory#216 · 117 sh | 117 | $3.1K | <0.01% | New |
| 217 | ROYAL LONDON ASSET MANAGEMENT LTD#217 · 117 sh | 117 | $3.1K | 0.00% | -67.6% |
| 218 | Essential Partners#218 · 116 sh | 116 | $3.1K | — | +510.5% |
| 219 | Atlantic Edge Private Wealth Management#219 · 109 sh | 109 | $2.9K | — | 0.0% |
| 220 | Global Retirement Partners#220 · 107 sh | 107 | $2.8K | 0.00% | — |
| 221 | JPL Wealth Management#221 · 101 sh | 101 | $2.7K | <0.01% | -2.9% |
| 222 | Fortitude Family Office#222 · 92 sh | 92 | $2.4K | — | +17.9% |
| 223 | Keating Financial Advisory Services#223 · 92 sh | 92 | $2.4K | <0.01% | +119.0% |
| 224 | Quent Capital#224 · 84 sh | 84 | $2.2K | <0.01% | 0.0% |
| 225 | Synergy Investment Management#225 · 77 sh | 77 | $2.1K | <0.01% | +8.5% |
| 226 | Pflug Koory#226 · 76 sh | 76 | $2.0K | — | 0.0% |
| 227 | Capital Analysts#227 · 66 sh | 66 | $2.0K | 0.00% | 0.0% |
| 228 | Smartleaf Asset Management#228 · 70 sh | 70 | $1.9K | <0.01% | 0.0% |
| 229 | BAYBAN#229 · 71 sh | 71 | $1.9K | <0.01% | 0.0% |
| 230 | Basecamp Wealth Advisors#230 · 69 sh | 69 | $1.8K | <0.01% | 0.0% |
| 231 | Private Wealth Management Group#231 · 66 sh | 66 | $1.8K | — | 0.0% |
| 232 | Bell Investment Advisors#232 · 62 sh | 62 | $1.6K | <0.01% | 0.0% |
| 233 | Deseret Mutual Benefit Administrators#233 · 61 sh | 61 | $1.6K | <0.01% | 0.0% |
| 234 | Grove Bank#234 · 60 sh | 60 | $1.6K | — | 0.0% |
| 235 | DHJJ Financial Advisors, Ltd.#235 · 57 sh | 57 | $1.5K | — | 0.0% |
| 236 | Markowski Investments#236 · 56 sh | 56 | $1.5K | <0.01% | — |
| 237 | Geneos Wealth Management#237 · 53 sh | 53 | $1.4K | 0.00% | 0.0% |
| 238 | Parkside Financial Bank#238 · 52 sh | 52 | $1.4K | — | +100.0% |
| 239 | Fedenia Advisers#239 · 52 sh | 52 | $1.4K | — | New |
| 240 | Silver Grove Financial Group#240 · 52 sh | 52 | $1.4K | <0.01% | New |
| 241 | MCF Advisors#241 · 46 sh | 46 | $1.2K | 0.00% | 0.0% |
| 242 | Mitsubishi UFJ Asset Management , Ltd.#242 · 43 sh | 43 | $1.1K | 0.00% | 0.0% |
| 243 | Elevated Capital Advisors#243 · 43 sh | 43 | $1.1K | <0.01% | -17.3% |
| 244 | VALLEY NATIONAL ADVISERS#244 · 41 sh | 41 | $1.1K | — | 0.0% |
| 245 | Steward Partners Investment Advisory#245 · 40 sh | 40 | $1.1K | 0.00% | -63.3% |
| 246 | Institute for Wealth Management#246 · 38 sh | 38 | $1.0K | <0.01% | New |
| 247 | BESSEMER GROUP#247 · 27 sh | 27 | $1.0K | 0.00% | +125.0% |
| 248 | CX Institutional#248 · 47 sh | 47 | $1.0K | — | -23.0% |
| 249 | TSFG#249 · 32 sh | 32 | $1.0K | — | 0.0% |
| 250 | HAZLETT, BURT & WATSON#250 · 20 sh | 20 | $1.0K | <0.01% | 0.0% |
| 251 | Investors Research#251 · 37 sh | 37 | $984.00 | — | 0.0% |
| 252 | Clearstead Advisors#252 · 36 sh | 36 | $959.00 | 0.00% | +300.0% |
| 253 | Private Wealth Asset Management#253 · 36 sh | 36 | $957.00 | <0.01% | 0.0% |
| 254 | Rialto Wealth Management#254 · 35 sh | 35 | $931.00 | <0.01% | New |
| 255 | GABLES CAPITAL MANAGEMENT#255 · 34 sh | 34 | $904.00 | <0.01% | 0.0% |
| 256 | TOWER & INVESTMENT#256 · 34 sh | 34 | $904.00 | <0.01% | 0.0% |
| 257 | ACTION POINT FINANCIAL PLANNING#257 · 33 sh | 33 | $824.00 | <0.01% | New |
| 258 | Signature Resources Capital Management#258 · 27 sh | 27 | $718.00 | — | 0.0% |
| 259 | Creative Capital Management Investments#259 · 27 sh | 27 | $718.00 | <0.01% | New |
| 260 | ADIRONDACK#260 · 24 sh | 24 | $638.00 | — | 0.0% |
| 261 | Bare Financial Services#261 · 24 sh | 24 | $638.00 | <0.01% | -11.1% |
| 262 | Commonwealth Retirement Investments#262 · 22 sh | 22 | $585.00 | — | New |
| 263 | Quest 10 Wealth Builders#263 · 22 sh | 22 | $585.00 | <0.01% | -12.0% |
| 264 | Johnson Financial Group#264 · 21 sh | 21 | $559.00 | 0.00% | -89.7% |
| 265 | North Star Investment Management#265 · 20 sh | 20 | $532.00 | 0.00% | -82.5% |
| 266 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#266 · 19 sh | 19 | $505.00 | 0.00% | -90.1% |
| 267 | TD Waterhouse Canada#267 · 18 sh | 18 | $491.00 | — | 0.0% |
| 268 | Steigerwald, Gordon & Koch#268 · 18 sh | 18 | $479.00 | 0.00% | 0.0% |
| 269 | Physician Wealth Advisors#269 · 18 sh | 18 | $479.00 | — | New |
| 270 | Vision Retirement#270 · 18 sh | 18 | $479.00 | <0.01% | 0.0% |
| 271 | Wealth Enhancement Services#271 · 17 sh | 17 | $452.00 | — | +1600.0% |
| 272 | True Wealth Design#272 · 16 sh | 16 | $426.00 | — | 0.0% |
| 273 | PRIVATE NA#273 · 16 sh | 16 | $425.00 | — | 0.0% |
| 274 | Princeton Global Asset Management#274 · 15 sh | 15 | $399.00 | — | 0.0% |
| 275 | DiNuzzo Private Wealth#275 · 14 sh | 14 | $373.00 | — | +366.7% |
| 276 | HFM Investment Advisors#276 · 14 sh | 14 | $373.00 | <0.01% | +1300.0% |
| 277 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#277 · 14 sh | 14 | $372.00 | 0.00% | -12.5% |
| 278 | Cornerstone Planning Group#278 · 12 sh | 12 | $367.00 | — | -7.7% |
| 279 | Truvestments Capital#279 · 13 sh | 13 | $348.00 | <0.01% | 0.0% |
| 280 | Costello Asset Management#280 · 12 sh | 12 | $319.00 | <0.01% | 0.0% |
| 281 | Asset Dedication#281 · 11 sh | 11 | $293.00 | 0.00% | 0.0% |
| 282 | THOMPSON INVESTMENT MANAGEMENT#282 · 11 sh | 11 | $292.00 | — | 0.0% |
| 283 | ASSETMARK#283 · 11 sh | 11 | $292.00 | — | -98.9% |
| 284 | Plante Moran Financial Advisors#284 · 11 sh | 11 | $292.00 | 0.00% | -78.8% |
| 285 | St. Johns Investment Management Company#285 · 11 sh | 11 | $292.00 | <0.01% | 0.0% |
| 286 | Nalls Sherbakoff Group#286 · 11 sh | 11 | $292.00 | <0.01% | 0.0% |
| 287 | Bay Harbor Wealth Management#287 · 11 sh | 11 | $292.00 | <0.01% | +1000.0% |
| 288 | FLAGSHIP WEALTH ADVISORS#288 · 11 sh | 11 | $292.00 | <0.01% | New |
| 289 | Bogart Wealth#289 · 10 sh | 10 | $266.00 | 0.00% | 0.0% |
| 290 | LRI Investments#290 · 10 sh | 10 | $266.00 | 0.00% | New |
| 291 | GILPIN WEALTH MANAGEMENT#291 · 10 sh | 10 | $266.00 | — | New |
| 292 | Union Bankshares#292 · 10 sh | 10 | $266.00 | 0.00% | 0.0% |
| 293 | SBI Securities , Ltd.#293 · 9 sh | 9 | $239.00 | — | -66.7% |
| 294 | Ankerstar Wealth#294 · 8 sh | 8 | $213.00 | <0.01% | New |
| 295 | CENTRAL#295 · 8 sh | 8 | $213.00 | 0.00% | New |
| 296 | OLD SECOND NATIONAL BANK OF AURORA#296 · 8 sh | 8 | $213.00 | — | 0.0% |
| 297 | Colonial / SC#297 · 7 sh | 7 | $189.00 | 0.00% | 0.0% |
| 298 | TD PRIVATE CLIENT WEALTH#298 · 7 sh | 7 | $186.00 | 0.00% | -30.0% |
| 299 | Reyes Financial Architecture#299 · 5 sh | 5 | $133.00 | — | 0.0% |
| 300 | Hughes Financial Services#300 · 5 sh | 5 | $133.00 | 0.00% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.