Funds holding ALLIANZIM US EQ BUFFER20 JAN
ISIN US00888H8025 · United States · LEI 549300YGTVYUDRIV0S50
- 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 | 179,235 | 7M $ | 8.34 % | 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 | 8.34 % | 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 | 179,235 | +16.0 % |
| 2026Q2 | 1 | 0 | 154,523 | +35.3 % |
| 2026Q1 | 1 | 0 | 114,207 | +23.3 % |
| 2025Q4 | 1 | 0 | 92,604 | +0.0 % |
| 2025Q3 | 1 | 0 | 92,593 | +36.5 % |
| 2025Q2 | 1 | 0 | 67,837 | +51.8 % |
| 2025Q1 | 1 | 44,678 |
Institutional managers
86 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| AMERICAN ASSET MANAGEMENT INC. | 1,098,579 | 40.1M $ | as of Mar 31, 2026 |
| AE Wealth Management LLC | 1,013,292 | 37M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 588,062 | 21.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 422,134 | 15.4M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 294,761 | 10.8M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 277,114 | 10.1M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 259,194 | 9.5M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 231,431 | 8.4M $ | as of Mar 31, 2026 |
| POM Investment Strategies, LLC | 208,819 | 7.6M $ | as of Mar 31, 2026 |
| Wellment Financial | 149,405 | 5.5M $ | as of Mar 31, 2026 |
| Allianz SE | 141,496 | 5.2M $ | as of Mar 31, 2026 |
| Advyzon Investment Management, LLC | 137,265 | 5M $ | as of Mar 31, 2026 |
| BCGM Wealth Management, LLC | 124,426 | 4.5M $ | as of Mar 31, 2026 |
| Outlook Wealth Advisors, LLC | 117,551 | 4.3M $ | as of Mar 31, 2026 |
| Compass Advisory Group LLC | 115,608 | 4.2M $ | as of Mar 31, 2026 |
| Guardian Capital, LLC | 103,904 | 3.8M $ | as of Mar 31, 2026 |
| Long Island Wealth Management, Inc. | 94,923 | 3.5M $ | as of Mar 31, 2026 |
| Aegis Wealth Management, Inc. | 87,982 | 3.2M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 87,521 | 3.2M $ | as of Mar 31, 2026 |
| World Investment Advisors | 80,982 | 3M $ | as of Mar 31, 2026 |
| CENTAURUS FINANCIAL, INC. | 80,301 | 2.9K $ | as of Mar 31, 2026 |
| Spire Wealth Management | 70,244 | 2.6M $ | as of Mar 31, 2026 |
| Farther Finance Advisors, LLC | 63,136 | 2.3M $ | as of Mar 31, 2026 |
| Networth Advisors, LLC | 62,030 | 2.3M $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 60,112 | 2.2M $ | as of Mar 31, 2026 |
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Titelia. "Funds holding ALLIANZIM US EQ BUFFER20 JAN". https://titelia.com/en/stocks/allianzim-us-eq-buffer20-jan-US00888H8025