Funds holding ALLIANZIM US EQ BUFFER20 OCT
ISIN US00888H5054 · United States · LEI 54930038447385CN5E67
- 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 | 169,576 | 7M $ | 8.36 % | 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 | 8.36 % | 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 | 169,576 | +16.0 % |
| 2026Q2 | 1 | 0 | 146,194 | +35.4 % |
| 2026Q1 | 1 | 0 | 108,010 | +23.4 % |
| 2025Q4 | 1 | 0 | 87,546 | +0.0 % |
| 2025Q3 | 1 | 0 | 87,543 | +36.4 % |
| 2025Q2 | 1 | 0 | 64,183 | +51.8 % |
| 2025Q1 | 1 | 42,294 |
Institutional managers
98 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 2,268,557 | 87.3M $ | as of Mar 31, 2026 |
| AE Wealth Management LLC | 2,223,975 | 85.6M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,153,580 | 44.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 467,490 | 18M $ | as of Mar 31, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | 349,811 | 13.5M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 244,155 | 9.4M $ | as of Mar 31, 2026 |
| CENTAURUS FINANCIAL, INC. | 218,252 | 8.4K $ | as of Mar 31, 2026 |
| Mid-American Wealth Advisory Group, Inc. | 216,453 | 8.4M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 197,233 | 7.6M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 197,002 | 7.6M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 194,938 | 7.5M $ | as of Mar 31, 2026 |
| POM Investment Strategies, LLC | 189,826 | 7.3M $ | as of Mar 31, 2026 |
| Wellment Financial | 144,301 | 5.6M $ | as of Mar 31, 2026 |
| Allianz SE | 136,494 | 5.3M $ | as of Mar 31, 2026 |
| Advyzon Investment Management, LLC | 131,095 | 5M $ | as of Mar 31, 2026 |
| Elevated Capital Advisors, LLC | 120,829 | 4.6M $ | as of Mar 31, 2026 |
| HOWARD BAILEY SECURITIES, LLC | 120,245 | 4.6M $ | as of Mar 31, 2026 |
| Forty-three Eighteen Advisors, LLC | 117,528 | 4.5M $ | as of Mar 31, 2026 |
| Outlook Wealth Advisors, LLC | 107,029 | 4.1M $ | as of Mar 31, 2026 |
| B.O.S.S. Retirement Advisors, LLC | 106,592 | 4.1M $ | as of Mar 31, 2026 |
| Guardian Capital, LLC | 99,498 | 3.8M $ | as of Mar 31, 2026 |
| Integrated Wealth Management | 98,059 | 3.8M $ | as of Mar 31, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 92,260 | 3.5M $ | as of Mar 31, 2026 |
| World Investment Advisors | 80,575 | 3.1M $ | as of Mar 31, 2026 |
| Spire Wealth Management | 79,066 | 3M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding ALLIANZIM US EQ BUFFER20 OCT". https://titelia.com/en/stocks/allianzim-us-eq-buffer20-oct-US00888H5054