Funds holding ALLIANZIM US EQ BUFFER20 DEC
ISIN US00888H7944 · United States · LEI 549300Z2F4IOF4GJDS53
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 7M $
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 | 196,626 | 7M $ | 8.42 % | as of Jul 31, 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 | 8.42 % | as of Jul 31, 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 |
|---|---|---|---|---|
| 2026Q3 | 1 | 0 | 196,626 | +15.8 % |
| 2026Q2 | 1 | 0 | 169,791 | +34.9 % |
| 2026Q1 | 1 | 0 | 125,876 | +23.0 % |
| 2025Q4 | 1 | 0 | 102,342 | -0.0 % |
| 2025Q3 | 1 | 0 | 102,365 | +36.5 % |
| 2025Q2 | 1 | 0 | 74,970 | +51.8 % |
| 2025Q1 | 1 | 49,393 |
Institutional managers
81 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| AE Wealth Management LLC | 886,736 | 29.6M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 628,119 | 21M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 304,853 | 10.2M $ | as of Mar 31, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | 244,852 | 8.2M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 234,098 | 7.8M $ | as of Mar 31, 2026 |
| Authentikos Wealth Advisory, LLC | 199,404 | 6.7M $ | as of Mar 31, 2026 |
| POM Investment Strategies, LLC | 178,365 | 6M $ | as of Mar 31, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | 164,816 | 5.5M $ | as of Mar 31, 2026 |
| Allianz SE | 157,894 | 5.3M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 147,721 | 4.9M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 143,956 | 4.8M $ | as of Mar 31, 2026 |
| Wellment Financial | 128,126 | 4.3M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 109,287 | 3.7M $ | as of Mar 31, 2026 |
| Outlook Wealth Advisors, LLC | 100,551 | 3.4M $ | as of Mar 31, 2026 |
| Spire Wealth Management | 74,128 | 2.5M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 58,405 | 2M $ | as of Mar 31, 2026 |
| OPPENHEIMER & CO INC | 55,564 | 1.9M $ | as of Mar 31, 2026 |
| Networth Advisors, LLC | 53,233 | 1.8M $ | as of Mar 31, 2026 |
| Farther Finance Advisors, LLC | 48,762 | 1.6M $ | as of Mar 31, 2026 |
| Integrated Wealth Management | 45,247 | 1.5M $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 43,265 | 1.4M $ | as of Mar 31, 2026 |
| Aegis Wealth Management, Inc. | 38,446 | 1.3M $ | as of Mar 31, 2026 |
| FSA Advisors, Inc. | 35,458 | 1.2M $ | as of Mar 31, 2026 |
| Focus Financial Network, Inc. | 33,842 | 1.1M $ | as of Mar 31, 2026 |
| OLD MISSION CAPITAL LLC | 33,153 | 1.1M $ | as of Mar 31, 2026 |
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Titelia. "Funds holding ALLIANZIM US EQ BUFFER20 DEC". https://titelia.com/en/stocks/allianzim-us-eq-buffer20-dec-US00888H7944