Funds holding ALLIANZIM US EQ BUFFER20 JUL
ISIN US00888H4065 · United States · LEI 549300NLOX8K4SZNWT16
- 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 | 170,363 | 7M $ | 8.33 % | 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 | 8.33 % | 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 | 170,363 | +15.9 % |
| 2026Q2 | 1 | 0 | 146,958 | +34.8 % |
| 2026Q1 | 1 | 0 | 109,053 | +23.1 % |
| 2025Q4 | 1 | 0 | 88,619 | -0.0 % |
| 2025Q3 | 1 | 0 | 88,656 | +36.3 % |
| 2025Q2 | 1 | 0 | 65,046 | +51.8 % |
| 2025Q1 | 1 | 42,849 |
Institutional managers
69 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 1,271,928 | 49.4M $ | as of Mar 31, 2026 |
| AE Wealth Management LLC | 817,175 | 31.7M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 258,027 | 10M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 253,272 | 9.8M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 228,448 | 8.9M $ | as of Mar 31, 2026 |
| CENTAURUS FINANCIAL, INC. | 189,377 | 7.4K $ | as of Mar 31, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | 150,999 | 5.9M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 146,890 | 5.7M $ | as of Mar 31, 2026 |
| Allianz SE | 137,398 | 5.3M $ | as of Mar 31, 2026 |
| Advyzon Investment Management, LLC | 127,664 | 5M $ | as of Mar 31, 2026 |
| Long Island Wealth Management, Inc. | 122,547 | 4.8M $ | as of Mar 31, 2026 |
| World Investment Advisors | 116,771 | 4.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 98,252 | 3.8M $ | as of Mar 31, 2026 |
| Elevated Capital Advisors, LLC | 95,852 | 3.7M $ | as of Mar 31, 2026 |
| Guardian Capital, LLC | 95,103 | 3.7M $ | as of Mar 31, 2026 |
| B.O.S.S. Retirement Advisors, LLC | 81,235 | 3.2M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 81,210 | 3.2K $ | as of Mar 31, 2026 |
| HOWARD BAILEY SECURITIES, LLC | 77,440 | 3M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 73,992 | 2.9M $ | as of Mar 31, 2026 |
| RFG Advisory, LLC | 70,976 | 2.8M $ | as of Mar 31, 2026 |
| BIP Wealth, LLC | 65,719 | 2.6M $ | as of Mar 31, 2026 |
| GTS FINANCIAL, LLC | 59,754 | 2.1M $ | as of Mar 31, 2026 |
| Great Lakes Retirement, Inc. | 51,710 | 2M $ | as of Mar 31, 2026 |
| Compass Advisory Group LLC | 45,781 | 1.8M $ | as of Mar 31, 2026 |
| Ausdal Financial Partners, Inc. | 44,597 | 1.7M $ | as of Mar 31, 2026 |
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Titelia. "Funds holding ALLIANZIM US EQ BUFFER20 JUL". https://titelia.com/en/stocks/allianzim-us-eq-buffer20-jul-US00888H4065