Funds holding ALLIANZIM US EQ BUFFER20 MAR
ISIN US00888H7787 · United States · LEI 549300YOTOCLYBLKVS13
- 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 | 166,257 | 5.9M $ | 8.36 % | 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 | 8.36 % | 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 | 166,257 | +35.0 % |
| 2026Q1 | 1 | 0 | 123,183 | +23.3 % |
| 2025Q4 | 1 | 0 | 99,886 | +0.0 % |
| 2025Q3 | 1 | 0 | 99,883 | +36.2 % |
| 2025Q2 | 1 | 0 | 73,333 | +51.5 % |
| 2025Q1 | 1 | 48,389 |
Institutional managers
40 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 235,301 | 8M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 187,538 | 6.4M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 176,917 | 6M $ | as of Mar 31, 2026 |
| Allianz SE | 154,690 | 5.3M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 137,428 | 4.7M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 92,049 | 3.1M $ | as of Mar 31, 2026 |
| Westshore Wealth, LLC | 70,675 | 2.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 61,201 | 2.1M $ | as of Mar 31, 2026 |
| Forty-three Eighteen Advisors, LLC | 51,809 | 1.8M $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 40,931 | 1.4M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 38,775 | 1.3K $ | as of Mar 31, 2026 |
| Spire Wealth Management | 38,445 | 1.3M $ | as of Mar 31, 2026 |
| Castle Rock Wealth Management, LLC | 34,536 | 1.2M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,121 | 1.1M $ | as of Mar 31, 2026 |
| PFG Advisors | 30,533 | 1M $ | as of Mar 31, 2026 |
| Farther Finance Advisors, LLC | 30,479 | 1M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 26,923 | 917.8K $ | as of Mar 31, 2026 |
| World Investment Advisors | 26,876 | 916.2K $ | as of Mar 31, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | 21,587 | 735.9K $ | as of Mar 31, 2026 |
| GTS FINANCIAL, LLC | 20,628 | 639.2K $ | as of Mar 31, 2026 |
| CENTAURUS FINANCIAL, INC. | 20,163 | 687 $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 16,380 | 558.4K $ | as of Mar 31, 2026 |
| Concurrent Investment Advisors, LLC | 13,042 | 444.6K $ | as of Mar 31, 2026 |
| Cypress Wealth Services, LLC | 11,059 | 377K $ | as of Mar 31, 2026 |
| Focus Financial Network, Inc. | 10,856 | 370.1K $ | as of Mar 31, 2026 |
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Titelia. "Funds holding ALLIANZIM US EQ BUFFER20 MAR". https://titelia.com/en/stocks/allianzim-us-eq-buffer20-mar-US00888H7787