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AIOO Institutional Ownership

AllianzIM U.S. Equity Buffer100 Protection ETF
1W: +0.2% YTD: +0.4%
$26.54
+0.07 (+0.26%)
 
ETF CBOE · AUM $49.1M

Institutional Ownership — AIOO

36
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
28M
Total Invested
9
New Positions
13
Increased
10
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (36 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Allianz SE 147,041 4M -32,500 -18.1% 3Q SEC ↗
2 AE Wealth Management LLC 139,689 4M +5,264 +3.9% 4Q SEC ↗
3 HARBOUR INVESTMENTS, INC. 69,119 2M +6,383 +10.2% 4Q SEC ↗
4 COMMONWEALTH EQUITY SERVICES, LLC 68,421 2M +22,640 +49.5% 4Q SEC ↗
5 Cetera Investment Advisers 66,303 2M +6,784 +11.4% 3Q SEC ↗
6 RFG Advisory, LLC 64,971 2M -5,595 -7.9% 3Q SEC ↗
7 Farther Finance Advisors, LLC NEW 58,626 2M — +0.0% 1Q SEC ↗
8 HOWARD BAILEY SECURITIES, LLC 53,952 1M +3,889 +7.8% 4Q SEC ↗
9 Csenge Advisory Group 47,173 1M -10,771 -18.6% 4Q SEC ↗
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 45,788 1M -13,046 -22.2% 4Q SEC ↗
11 Arkadios Wealth Advisors 38,989 1M +2,000 +5.4% 3Q SEC ↗
12 ENVESTNET ASSET MANAGEMENT INC NEW 28,679 761K — +0.0% 1Q SEC ↗
13 Envision Financial Transparency, LLC NEW 23,562 625K — +0.0% 1Q SEC ↗
14 MML INVESTORS SERVICES, LLC 22,104 587K +14,135 +177.4% 2Q SEC ↗
15 Integrated Wealth Management 21,366 567K -2,160 -9.2% 3Q SEC ↗
16 Key Capital Management, INC 20,393 541K +1,402 +7.4% 3Q SEC ↗
17 Fortis Group Advisors, LLC NEW 19,677 522K — +0.0% 1Q SEC ↗
18 INDEPENDENT FINANCIAL GROUP, LLC NEW 17,046 452K — +0.0% 1Q SEC ↗
19 Cambridge Investment Research Advisors 15,722 417K +2,100 +15.4% 4Q SEC ↗
20 Centennial Advisors, LLC 14,894 395K -154 -1.0% 3Q SEC ↗
21 Authentikos Wealth Advisory, LLC 14,355 381K -1,818 -11.2% 4Q SEC ↗
22 Advisory Services Network, LLC 13,896 369K — +0.0% 4Q SEC ↗
23 FSA Advisors, Inc. 11,438 304K -1,715 -13.0% 4Q SEC ↗
24 Accurate Wealth Management, LLC NEW 9,286 246K — +0.0% 1Q SEC ↗
25 Lloyd Advisory Services, LLC. 7,858 209K +7,751 +7243.9% 3Q SEC ↗
26 KESTRA PRIVATE WEALTH SERVICES, LLC NEW 7,798 207K — +0.0% 1Q SEC ↗
27 IFP Advisors, Inc 3,660 97K +368 +11.2% 4Q SEC ↗
28 VIMA LLC NEW 3,305 88K — +0.0% 1Q SEC ↗
29 Mosley Wealth Management 1,888 50K +1,395 +283.0% 2Q SEC ↗
30 OSAIC HOLDINGS, INC. 1,463 39K +463 +46.3% 3Q SEC ↗
31 Networth Advisors, LLC 1,034 27K -40 -3.7% 3Q SEC ↗
32 Murphy & Mullick Capital Management Co 1,000 27K — +0.0% 3Q SEC ↗
33 TOUNJIAN ADVISORY PARTNERS, LLC NEW 432 11K — +0.0% 1Q SEC ↗
34 MORGAN STANLEY 216 6K — +0.0% 4Q SEC ↗
35 Kingdom Financial Group LLC. 107 3K — +0.0% 3Q SEC ↗
36 CITADEL ADVISORS LLC 0 0K -15,246 -100.0% 1Q SEC ↗

Recent Activity

Sold Out (1)
HolderPrev SharesPrev Value
CITADEL ADVISORS LLC 15,246 405K
Biggest Increases (13)
HolderAddedChange %Total Shares
COMMONWEALTH EQUITY SERVICES, LLC +22,640 +49.5% 68,421
MML INVESTORS SERVICES, LLC +14,135 +177.4% 22,104
Lloyd Advisory Services, LLC. +7,751 +7243.9% 7,858
Cetera Investment Advisers +6,784 +11.4% 66,303
HARBOUR INVESTMENTS, INC. +6,383 +10.2% 69,119
AE Wealth Management LLC +5,264 +3.9% 139,689
HOWARD BAILEY SECURITIES, LLC +3,889 +7.8% 53,952
Cambridge Investment Research Advis +2,100 +15.4% 15,722
Arkadios Wealth Advisors +2,000 +5.4% 38,989
Key Capital Management, INC +1,402 +7.4% 20,393
Mosley Wealth Management +1,395 +283.0% 1,888
OSAIC HOLDINGS, INC. +463 +46.3% 1,463
IFP Advisors, Inc +368 +11.2% 3,660
Biggest Decreases (9)
HolderReducedChange %Total Shares
Allianz SE -32,500 -18.1% 147,041
SUSQUEHANNA INTERNATIONAL GROUP, LL -13,046 -22.2% 45,788
Csenge Advisory Group -10,771 -18.6% 47,173
RFG Advisory, LLC -5,595 -7.9% 64,971
Integrated Wealth Management -2,160 -9.2% 21,366
Authentikos Wealth Advisory, LLC -1,818 -11.2% 14,355
FSA Advisors, Inc. -1,715 -13.0% 11,438
Centennial Advisors, LLC -154 -1.0% 14,894
Networth Advisors, LLC -40 -3.7% 1,034

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms