13FBOX
ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF · 13F Institutional Holdings
Options Calculator Rankings
A

ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF

AUGU
Institutions
61
Combined AUM (Q2 2026)
$114.8M
Combined Shares (Q2 2026)
3.4M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+149,038
21 · 9 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-357,040
29 · 8 Exit · ≈
⚖️ Net
-208,002
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$114.8M
Institutions
61
New Buys
9
Adds
12
Reduces
21
Exits
8
Unchanged
19
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#36$28.0M821,230$26.4M821,717-487-0.06%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#28$12.8M376,381$12.7M396,314-19,933-5.03%Reduce
OSAIC HOLDINGS, INC.
0.01%0.01%#33$9.8M288,312$9.1M281,786+6,526+2.32%Add
ALLIANZ SE
0.07%0.06%#15$6.8M200,818$5.3M163,930+36,888+22.50%Add
ACCESS FINANCIAL SERVICES, INC.
1.79%1.9%#2$5.5M160,448$5.4M167,079-6,631-3.97%Reduce
LPL Financial LLC
<0.01%<0.01%#53$4.0M118,420$3.5M108,797+9,623+8.84%Add
STEPHENS INC /AR/
0.04%0.04%#20$3.7M116,802$3.4M118,363-1,561-1.32%Reduce
Cetera Investment Advisers
<0.01%<0.01%#44$3.5M104,268$3.6M110,645-6,377-5.76%Reduce
Advisory Alpha, LLC
0.09%0.09%#14$3.5M103,834$3.5M107,317-3,483-3.25%Reduce
AMERICAN ASSET MANAGEMENT INC.
2.77%2.81%#1$3.4M99,779$3.2M100,564-785-0.78%Reduce
Kestra Advisory Services, LLC
0.01%0.01%#37$2.3M68,564$3.1M96,436-27,872-28.90%Reduce
NBZ Investment Advisors LLC
0.89%0.9%#4$2.3M72,314$2.1M72,594-280-0.39%Reduce
PARK AVENUE SECURITIES LLC
0.01%0.02%#32$2.2M64,084$2.1M64,08400.00%Unchanged
GTS FINANCIAL, LLC
1.27%1.33%#3$1.7M56,858$1.7M58,196-1,338-2.30%Reduce
World Investment Advisors
0.03%0.03%#22$1.7M50,923$1.6M50,189+734+1.46%Add
Savant Capital, LLC
0.01%0.01%#39$1.7M54,269$1.5M54,126+143+0.26%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#55$1.7M49,733$1.8M55,899-6,166-11.03%Reduce
Spire Wealth Management
0.04%0.08%#19$1.4M42,492$2.4M73,590-31,098-42.26%Reduce
Castle Rock Wealth Management, LLC
0.27%0.28%#7$1.4M40,567$1.3M40,667-100-0.25%Reduce
PFG Advisors
0.06%0.06%#16$1.3M37,681$1.2M38,476-795-2.07%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#58$1.1M31,547$727,65622,633+8,914+39.38%Add
OLD MISSION CAPITAL LLC
0.02%0.01%#27$1.0M30,568$844,71426,274+4,294+16.34%Add
HARBOUR INVESTMENTS, INC.
0.01%0.02%#31$1.0M29,853$982,34930,555-702-2.30%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#49$992,37829,149$942,00029,286-137-0.47%Reduce
Westshore Wealth, LLC
0.3%0.38%#6$981,72228,836$1.1M33,794-4,958-14.67%Reduce
Focus Financial Network, Inc.
0.03%0.03%#23$898,92426,404$829,82925,811+593+2.30%Add
JPMORGAN CHASE & CO
<0.01%#59$880,34928,010$00+28,010New Buy
Innovative Asset Advisors Group, LLC
0.32%#5$722,12921,211$00+21,211New Buy
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#52$717,43021,073$677,50121,07300.00%Unchanged
Merit Financial Group, LLC
<0.01%<0.01%#41$640,47518,813$665,46420,699-1,886-9.11%Reduce
Stratos Wealth Advisors, LLC
0.03%0.03%#21$633,22519,975$567,09019,97500.00%Unchanged
Crown Wealth Group, LLC
0.16%0.17%#12$622,64918,289$587,99518,28900.00%Unchanged
Joseph P. Lucia & Associates, LLC
0.16%0.18%#11$541,24715,898$511,12415,89800.00%Unchanged
Arax Advisory Partners
<0.01%0.01%#43$535,87216,904$411,99614,512+2,392+16.48%Add
AE Wealth Management LLC
<0.01%<0.01%#50$458,34813,463$431,32713,416+47+0.35%Add
CENTAURUS FINANCIAL, INC.
0.01%0.02%#30$361,86410,629$342,00010,62900.00%Unchanged
Concurrent Investment Advisors, LLC
<0.01%<0.01%#47$317,8789,337$300,1869,33700.00%Unchanged
Forty-three Eighteen Advisors, LLC
0.21%0.22%#9$306,4059,000$289,3529,00000.00%Unchanged
INDEPENDENT FINANCIAL GROUP, LLC
0.01%#38$298,0308,754$00+8,754New Buy
Diligent Investors, LLC
0.06%0.07%#17$287,8508,455$265,4008,255+200+2.42%Add
Regatta Research & Money Management
0.27%#8$281,7608,888$00+8,888New Buy
RED CRANE WEALTH MANAGEMENT, LLC
0.19%0.2%#10$253,6697,451$239,5517,45100.00%Unchanged
Allegheny Financial Group
0.03%0.03%#25$236,6396,950$223,4696,95000.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#51$236,5116,947$246,1857,615-668-8.77%Reduce
Grantvest Financial Group LLC
0.13%0.14%#13$230,4176,768$217,5936,76800.00%Unchanged
Ausdal Financial Partners, Inc.
0.01%0.01%#35$229,5316,742$216,7576,74200.00%Unchanged
GTS SECURITIES LLC
<0.01%0.01%#40$229,4296,739$216,6596,73900.00%Unchanged
Cypress Wealth Services, LLC
0.03%0.03%#24$216,9356,372$204,8616,37200.00%Unchanged
Global Retirement Partners, LLC
<0.01%#46$184,5585,421$00+5,421New Buy
Lloyd Advisory Services, LLC.
0.06%#18$153,0664,496$00+4,496New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow