Funds holding ALLIANZIM US EQ BUFFER20 NOV
ISIN US00888H8447 · United States · LEI 549300RBORQPR2FI2K30
- 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 | 168,283 | 5.9M $ | 8.32 % | 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 | 8.32 % | 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 | 168,283 | +35.5 % |
| 2026Q1 | 1 | 0 | 124,158 | +23.4 % |
| 2025Q4 | 1 | 0 | 100,579 | +0.0 % |
| 2025Q3 | 1 | 0 | 100,573 | +36.4 % |
| 2025Q2 | 1 | 0 | 73,745 | +51.7 % |
| 2025Q1 | 1 | 48,606 |
Institutional managers
44 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 240,251 | 8M $ | as of Mar 31, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | 230,398 | 7.7M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 205,340 | 6.8M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 175,730 | 5.8M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 161,928 | 5.4M $ | as of Mar 31, 2026 |
| Allianz SE | 156,274 | 5.2M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 143,977 | 4.8M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 102,807 | 3.4M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 77,692 | 2.6K $ | as of Mar 31, 2026 |
| Castle Rock Wealth Management, LLC | 74,803 | 2.5M $ | as of Mar 31, 2026 |
| PFG Advisors | 68,227 | 2.3M $ | as of Mar 31, 2026 |
| Spire Wealth Management | 66,079 | 2.2M $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 41,035 | 1.4M $ | as of Mar 31, 2026 |
| OLD MISSION CAPITAL LLC | 36,684 | 1.2M $ | as of Mar 31, 2026 |
| World Investment Advisors | 24,359 | 810.8K $ | as of Mar 31, 2026 |
| Tyche Wealth Partners LLC | 24,290 | 808.5K $ | as of Mar 31, 2026 |
| CENTAURUS FINANCIAL, INC. | 22,879 | 761 $ | as of Mar 31, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | 18,344 | 610.6K $ | as of Mar 31, 2026 |
| Farther Finance Advisors, LLC | 17,886 | 597.6K $ | as of Mar 31, 2026 |
| Focus Financial Network, Inc. | 16,498 | 549.1K $ | as of Mar 31, 2026 |
| Patriot Financial Group Insurance Agency, LLC | 14,452 | 481K $ | as of Mar 31, 2026 |
| Joseph P. Lucia & Associates, LLC | 12,719 | 423.3K $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 12,266 | 408.3K $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,604 | 388.1K $ | as of Mar 31, 2026 |
| Avidian Wealth Enterprises, LLC | 10,923 | 363.6K $ | as of Mar 31, 2026 |
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Titelia. "Funds holding ALLIANZIM US EQ BUFFER20 NOV". https://titelia.com/en/stocks/allianzim-us-eq-buffer20-nov-US00888H8447