Funds holding ALLIANZIM US EQ BUFFER20 APR
ISIN US00888H2085 · United States · LEI 549300SGIMO3F6C4AV23
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 5.9M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| AllianzIM Buffer20 Allocation ETF AIM ETF Products Trust | 160,262 | 5.9M $ | 8.32 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| AllianzIM Buffer20 Allocation ETF AIM ETF Products Trust | 8.32 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 160,262 | +35.5 % |
| 2026Q1 | 1 | 0 | 118,259 | +24.1 % |
| 2025Q4 | 1 | 0 | 95,323 | +0.1 % |
| 2025Q3 | 1 | 0 | 95,226 | +37.1 % |
| 2025Q2 | 1 | 0 | 69,467 | +51.9 % |
| 2025Q1 | 1 | 45,744 |
Institutional managers
57 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 873,251 | 30.9M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 413,522 | 14.6M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 343,757 | 12.2M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 299,396 | 10.6M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 220,887 | 7.8M $ | as of Mar 31, 2026 |
| Allianz SE | 148,229 | 5.2M $ | as of Mar 31, 2026 |
| Advyzon Investment Management, LLC | 142,189 | 5M $ | as of Mar 31, 2026 |
| GTS FINANCIAL, LLC | 140,527 | 4.5M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 137,519 | 4.9M $ | as of Mar 31, 2026 |
| CENTAURUS FINANCIAL, INC. | 107,668 | 3.8K $ | as of Mar 31, 2026 |
| Guardian Capital, LLC | 105,827 | 3.7M $ | as of Mar 31, 2026 |
| World Investment Advisors | 87,906 | 3.1M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 85,243 | 3M $ | as of Mar 31, 2026 |
| Farther Finance Advisors, LLC | 80,327 | 2.9M $ | as of Mar 31, 2026 |
| Ausdal Financial Partners, Inc. | 50,796 | 1.8M $ | as of Mar 31, 2026 |
| Joseph P. Lucia & Associates, LLC | 48,532 | 1.7M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 44,691 | 1.6K $ | as of Mar 31, 2026 |
| Long Island Wealth Management, Inc. | 36,613 | 1.3M $ | as of Mar 31, 2026 |
| Compass Advisory Group LLC | 35,804 | 1.3M $ | as of Mar 31, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | 28,170 | 996.5K $ | as of Mar 31, 2026 |
| Westshore Wealth, LLC | 25,000 | 884.4K $ | as of Mar 31, 2026 |
| Clear Point Advisors Inc. | 23,937 | 846.8K $ | as of Mar 31, 2026 |
| Focus Financial Network, Inc. | 23,888 | 845K $ | as of Mar 31, 2026 |
| Fortis Capital Management LLC | 22,221 | 786.1K $ | as of Mar 31, 2026 |
| Accurate Wealth Management, LLC | 20,006 | 719.8K $ | as of Mar 31, 2026 |
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Titelia. "Funds holding ALLIANZIM US EQ BUFFER20 APR". https://titelia.com/en/stocks/allianzim-us-eq-buffer20-apr-US00888H2085