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

ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF

NVBT
Institutions
26
Combined AUM (Q2 2026)
$21.0M
Combined Shares (Q2 2026)
529,522
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+30,175
6 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-83,234
15 · 4 Exit · ≈
⚖️ Net
-53,059
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$21.0M
Institutions
26
New Buys
3
Adds
3
Reduces
11
Exits
4
Unchanged
9
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#18$4.5M112,774$4.0M112,635+139+0.12%Add
LPL Financial LLC
<0.01%<0.01%#19$2.7M68,750$3.0M83,047-14,297-17.22%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#11$2.5M63,949$2.5M69,148-5,199-7.52%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#10$2.4M60,072$2.2M61,161-1,089-1.78%Reduce
Cetera Investment Advisers
<0.01%<0.01%#16$1.3M34,078$1.4M38,541-4,463-11.58%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#22$792,16620,005$705,61819,710+295+1.50%Add
Grantvest Financial Group LLC
0.45%0.46%#1$768,92219,418$705,97619,720-302-1.53%Reduce
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#8$767,37719,379$693,76819,37900.00%Unchanged
OLD MISSION CAPITAL LLC
0.01%#7$589,18414,879$00+14,879New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#24$521,55113,171$867,18324,223-11,052-45.63%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#14$504,42412,739$662,56918,508-5,769-31.17%Reduce
Lido Advisors, LLC
<0.01%<0.01%#17$449,23911,345$963,55726,915-15,570-57.85%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#21$442,03711,163$262,4867,332+3,831+52.25%Add
Innovative Asset Advisors Group, LLC
0.19%#2$433,95910,959$00+10,959New Buy
Sanctuary Advisors, LLC
<0.01%<0.01%#13$410,63510,370$371,24610,37000.00%Unchanged
HARBOUR INVESTMENTS, INC.
0.01%0.01%#9$388,5409,812$421,25911,767-1,955-16.61%Reduce
CENTAURUS FINANCIAL, INC.
0.01%0.02%#6$377,8089,541$342,0009,54100.00%Unchanged
Nvest Financial, LLC
0.1%0.11%#3$313,3037,912$283,2507,91200.00%Unchanged
Accurate Wealth Management, LLC
0.03%0.04%#4$311,0407,795$342,8199,290-1,495-16.09%Reduce
ALLIANZ SE
<0.01%<0.01%#12$197,9925,000$179,0005,00000.00%Unchanged
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.02%0.02%#5$190,3104,806$172,0554,80600.00%Unchanged
Spire Wealth Management
<0.01%<0.01%#15$46,0531,163$41,6351,16300.00%Unchanged
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#20$8,830223$9,594268-45-16.79%Reduce
IFP Advisors, Inc
<0.01%<0.01%#23$3,960100$3,58010000.00%Unchanged
BARCLAYS PLC
<0.01%#26$2,85172$00+72New Buy
AE Wealth Management LLC
<0.01%<0.01%#25$1,86147$1,6834700.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow