Funds holding ALLIANZIM US EQ BUFFER20 FEB
ISIN US00888H7860 · United States · LEI 549300V9EWYRNOB0Q459
- 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 | 168,375 | 5.9M $ | 8.33 % | 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 | 8.33 % | 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 | 168,375 | +35.2 % |
| 2026Q1 | 1 | 0 | 124,515 | +23.3 % |
| 2025Q4 | 1 | 0 | 100,948 | +0.0 % |
| 2025Q3 | 1 | 0 | 100,934 | +36.6 % |
| 2025Q2 | 1 | 0 | 73,883 | +52.0 % |
| 2025Q1 | 1 | 48,601 |
Institutional managers
50 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | 350,191 | 11.7M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 300,238 | 10.1M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 291,467 | 9.8M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 257,917 | 8.6M $ | as of Mar 31, 2026 |
| Allianz SE | 156,481 | 5.2M $ | as of Mar 31, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | 152,324 | 5.1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 109,024 | 3.7M $ | as of Mar 31, 2026 |
| Spire Wealth Management | 85,246 | 2.9M $ | as of Mar 31, 2026 |
| Modern Wealth Management, LLC | 73,044 | 2.5M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 68,893 | 2.3M $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 61,995 | 2.1M $ | as of Mar 31, 2026 |
| World Investment Advisors | 60,210 | 2M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 37,823 | 1.3M $ | as of Mar 31, 2026 |
| Focus Financial Network, Inc. | 36,575 | 1.2M $ | as of Mar 31, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | 34,983 | 1.2M $ | as of Mar 31, 2026 |
| OLD MISSION CAPITAL LLC | 31,115 | 1M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 27,638 | 925 $ | as of Mar 31, 2026 |
| Forty-three Eighteen Advisors, LLC | 26,417 | 884.4K $ | as of Mar 31, 2026 |
| Joseph P. Lucia & Associates, LLC | 24,670 | 826K $ | as of Mar 31, 2026 |
| Farther Finance Advisors, LLC | 24,566 | 826.6K $ | as of Mar 31, 2026 |
| Clear Point Advisors Inc. | 22,009 | 736.9K $ | as of Mar 31, 2026 |
| First Heartland Consultants, Inc. | 21,597 | 723.1K $ | as of Mar 31, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | 20,980 | 702.4K $ | as of Mar 31, 2026 |
| Fortis Capital Management LLC | 19,182 | 642.2K $ | as of Mar 31, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | 18,479 | 618.7K $ | as of Mar 31, 2026 |
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Titelia. "Funds holding ALLIANZIM US EQ BUFFER20 FEB". https://titelia.com/en/stocks/allianzim-us-eq-buffer20-feb-US00888H7860