13FBOX
ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF · 13F Institutional Holdings
Options Calculator Rankings
A

ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF

MART
Institutions
22
Combined AUM (Q2 2026)
$20.8M
Combined Shares (Q2 2026)
495,433
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+45,909
8 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-46,968
14 · 3 Exit · ≈
⚖️ Net
-1,059
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$20.8M
Institutions
22
New Buys
2
Adds
6
Reduces
11
Exits
3
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#5$5.7M135,736$5.0M130,632+5,104+3.91%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#9$3.4M80,653$2.5M65,403+15,250+23.32%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#10$2.7M65,277$2.6M67,881-2,604-3.84%Reduce
LPL Financial LLC
<0.01%<0.01%#14$1.9M46,356$1.8M48,043-1,687-3.51%Reduce
Nvest Financial, LLC
0.44%0.52%#1$1.4M33,526$1.4M36,174-2,648-7.32%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#19$1.3M30,903$476,85812,431+18,472+148.60%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#16$780,21318,608$716,07418,667-59-0.32%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#18$637,86415,213$510,57713,310+1,903+14.30%Add
HARBOUR INVESTMENTS, INC.
0.01%0.01%#6$616,94214,714$604,36815,755-1,041-6.61%Reduce
Cetera Investment Advisers
<0.01%<0.01%#15$421,21810,046$385,75210,056-10-0.10%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#12$406,0819,685$445,78611,621-1,936-16.66%Reduce
Cypress Wealth Services, LLC
0.04%0.04%#3$301,8047,198$276,1187,19800.00%Unchanged
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.03%0.03%#4$236,4795,640$188,6954,919+721+14.66%Add
Focus Financial Network, Inc.
0.01%0.01%#7$223,8585,339$210,2535,481-142-2.59%Reduce
ALLIANZ SE
<0.01%<0.01%#11$209,6455,000$191,8025,00000.00%Unchanged
Innovative Asset Advisors Group, LLC
0.08%#2$178,1564,249$00+4,249New Buy
CENTAURUS FINANCIAL, INC.
0.01%0.02%#8$173,6694,142$318,0008,285-4,143-50.01%Reduce
ASSETMARK, INC
<0.01%<0.01%#17$103,4812,468$96,8982,526-58-2.30%Reduce
AE Wealth Management LLC
<0.01%<0.01%#20$12,578300$26,852700-400-57.14%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#22$7,055169$3,758100+69+69.00%Add
FIDUCIARY FINANCIAL ADVISORS
<0.01%#13$5,912141$00+141New Buy
IFP Advisors, Inc
<0.01%<0.01%#21$2,93570$2,6857000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow