ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED MAR ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANZ SE | 0.2% | 0.18% | #1 | $19.3M | 651,422 | $16.4M | 611,612 | +39,810+6.51% | Add | |
| STEPHENS INC /AR/ | 0.05% | 0.05% | #3 | $4.2M | 141,577 | $3.8M | 140,505 | +1,072+0.76% | Add | |
| ARS Wealth Advisors Group, LLC | 0.2% | 0.19% | #2 | $2.5M | 85,014 | $2.3M | 85,014 | 00.00% | Unchanged | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #9 | $2.0M | 66,851 | $542,494 | 20,212 | +46,639+230.75% | Add | |
| Savant Capital, LLC | <0.01% | 0.01% | #4 | $1.5M | 50,132 | $1.3M | 50,132 | 00.00% | Unchanged | |
| Arax Advisory Partners | <0.01% | 0.01% | #5 | $625,328 | 21,069 | $509,696 | 18,990 | +2,079+10.95% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #8 | $419,650 | 14,139 | $365,750 | 13,627 | +512+3.76% | Add | |
| Farther Finance Advisors, LLC | <0.01% | — | #6 | $265,399 | 8,942 | $0 | 0 | +8,942 | New Buy | |
| HARBOUR INVESTMENTS, INC. | <0.01% | <0.01% | #7 | $64,791 | 2,183 | $58,592 | 2,183 | 00.00% | Unchanged | |
| COUNTRY TRUST BANK | <0.01% | — | #10 | $4,333 | 146 | $0 | 0 | +146 | New Buy | |
| IFP Advisors, Inc | <0.01% | <0.01% | #11 | $920 | 31 | $832 | 31 | 00.00% | Unchanged |