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

ALLIANZIM U.S. EQUITY BUFFER20 MAR ETF

MARW
Institutions
48
Combined AUM (Q2 2026)
$62.5M
Combined Shares (Q2 2026)
1.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+152,529
21 · 9 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-173,574
15 · 1 Exit · ≈
⚖️ Net
-21,045
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$62.5M
Institutions
48
New Buys
9
Adds
12
Reduces
14
Exits
1
Unchanged
13
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#23$8.4M231,904$8.0M235,301-3,397-1.44%Reduce
OSAIC HOLDINGS, INC.
0.01%0.01%#26$6.9M190,706$6.0M176,917+13,789+7.79%Add
ALLIANZ SE
0.07%0.06%#9$6.8M189,457$5.3M154,690+34,767+22.48%Add
LPL Financial LLC
<0.01%<0.01%#39$6.7M185,697$6.4M187,538-1,841-0.98%Reduce
Kestra Advisory Services, LLC
0.01%0.02%#21$4.3M119,401$4.7M137,428-18,027-13.12%Reduce
Cetera Investment Advisers
<0.01%<0.01%#35$3.4M92,964$3.1M92,049+915+0.99%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#40$2.2M60,715$2.1M61,201-486-0.79%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#44$1.9M51,404$1.1M33,121+18,283+55.20%Add
Forty-three Eighteen Advisors, LLC
1.24%1.33%#1$1.8M51,209$1.8M51,809-600-1.16%Reduce
Westshore Wealth, LLC
0.57%0.85%#2$1.8M50,996$2.4M70,675-19,679-27.84%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#33$1.6M44,083$1.3M38,775+5,308+13.69%Add
HARBOUR INVESTMENTS, INC.
0.02%0.02%#19$1.4M38,593$1.4M40,931-2,338-5.71%Reduce
Castle Rock Wealth Management, LLC
0.24%0.26%#5$1.2M34,536$1.2M34,53600.00%Unchanged
Spire Wealth Management
0.04%0.04%#15$1.2M33,401$1.3M38,445-5,044-13.12%Reduce
World Investment Advisors
0.02%0.01%#18$1.2M32,134$916,20426,876+5,258+19.56%Add
Farther Finance Advisors, LLC
0.01%0.01%#25$1.1M29,908$1.0M30,479-571-1.87%Reduce
PFG Advisors
0.05%0.05%#12$1.0M28,545$1.0M30,533-1,988-6.51%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#42$1.0M28,498$917,80526,923+1,575+5.85%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#38$865,04423,956$558,39416,380+7,576+46.25%Add
JIM SAULNIER & ASSOCIATES, LLC
0.28%0.36%#4$707,64219,597$735,90121,587-1,990-9.22%Reduce
GTS FINANCIAL, LLC
0.47%0.51%#3$647,31619,896$639,23520,628-732-3.55%Reduce
Concurrent Investment Advisors, LLC
<0.01%<0.01%#32$470,94313,042$444,60213,04200.00%Unchanged
Global Retirement Partners, LLC
0.01%#27$463,79312,844$00+12,844New Buy
Arax Advisory Partners
<0.01%<0.01%#36$429,01111,881$59,7551,753+10,128+577.75%Add
CENTAURUS FINANCIAL, INC.
0.02%0.03%#20$418,29511,584$687,00020,163-8,579-42.55%Reduce
Cypress Wealth Services, LLC
0.05%0.05%#13$399,33711,059$377,00111,05900.00%Unchanged
Focus Financial Network, Inc.
0.01%0.01%#22$392,00710,856$370,08110,85600.00%Unchanged
BCGM Wealth Management, LLC
0.08%0.09%#8$364,99710,108$344,58210,10800.00%Unchanged
INDEPENDENT FINANCIAL GROUP, LLC
0.01%#28$363,91410,078$00+10,078New Buy
First Heartland Consultants, Inc.
0.02%0.03%#16$356,4759,872$336,5369,87200.00%Unchanged
Fortis Capital Management LLC
0.04%0.03%#14$351,8179,743$332,1399,74300.00%Unchanged
FreeGulliver LLC
0.11%0.12%#6$313,3248,677$295,7998,67700.00%Unchanged
TAGStone Capital, Inc.
0.09%0.09%#7$272,7737,554$240,9827,069+485+6.86%Add
SAGESPRING WEALTH PARTNERS, LLC
<0.01%<0.01%#34$239,4646,632$229,4006,729-97-1.44%Reduce
CITADEL ADVISORS LLC
<0.01%#46$208,7145,780$00+5,780New Buy
GOLDMAN SACHS GROUP INC
<0.01%#48$206,5115,719$00+5,719New Buy
Joseph P. Lucia & Associates, LLC
0.06%#11$204,8865,674$00+5,674New Buy
FOUNDERS FINANCIAL SECURITIES LLC
0.01%#24$200,5895,555$00+5,555New Buy
Innovative Asset Advisors Group, LLC
0.07%#10$162,6384,504$00+4,504New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#47$130,0003,600$123,0003,60000.00%Unchanged
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01%<0.01%#30$114,0343,158$40,9081,200+1,958+163.17%Add
AE Wealth Management LLC
<0.01%<0.01%#41$101,2882,805$94,0542,759+46+1.67%Add
Elevated Capital Advisors, LLC
0.02%#17$82,3302,280$00+2,280New Buy
Capital Investment Advisory Services, LLC
<0.01%0.01%#31$76,8782,129$72,5782,12900.00%Unchanged
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%<0.01%#37$18,091501$17,07950100.00%Unchanged
IFP Advisors, Inc
<0.01%<0.01%#43$8,341231$7,87523100.00%Unchanged
Financial Network Wealth Advisors LLC
0.01%0.01%#29$6,247173$5,89817300.00%Unchanged
Lloyd Advisory Services, LLC.
<0.01%#45$2537$00+7New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow