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AUGT Institutional Ownership

AllianzIM U.S. Equity Buffer10 Aug ETF
1W: -0.7% 1M: +0.1% 3M: +2.6% YTD: +9.9% 1Y: +12.2% 3Y: +64.8%
$39.38
+0.18 (+0.46%)
 
Weekly Expected Move ±0.9%
$38 $39 $39 $40 $40
ETF CBOE · AUM $36.6M

Institutional Ownership — AUGT

29
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
18M
Total Invested
2
New Positions
5
Increased
15
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (32 total)

# Holder Shares Value Change Change % Holding Period Filing
1 COMMONWEALTH EQUITY SERVICES, LLC 124,062 5M -5,997 -4.6% 12Q SEC ↗
2 OSAIC HOLDINGS, INC. 67,589 3M -306 -0.5% 12Q SEC ↗
3 LPL Financial LLC 28,926 1M -11,070 -27.7% 5Q SEC ↗
4 Cetera Investment Advisers 24,090 949K +319 +1.3% 12Q SEC ↗
5 OLD MISSION CAPITAL LLC 20,608 812K +399 +2.0% 3Q SEC ↗
6 Kestra Advisory Services, LLC 18,804 741K -10,748 -36.4% 9Q SEC ↗
7 RAYMOND JAMES FINANCIAL INC 17,885 704K -2,148 -10.7% 7Q SEC ↗
8 HARBOUR INVESTMENTS, INC. 17,036 671K -1,298 -7.1% 12Q SEC ↗
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,898 665K +333 +2.0% 2Q SEC ↗
10 PFG Advisors 16,494 650K — +0.0% 12Q SEC ↗
11 Nvest Financial, LLC 15,109 595K +292 +2.0% 8Q SEC ↗
12 Rothschild Wealth LLC 12,649 498K -3,275 -20.6% 9Q SEC ↗
13 Sanctuary Advisors, LLC 12,152 479K -35 -0.3% 4Q SEC ↗
14 Strategic Blueprint, LLC 11,690 460K -133,649 -92.0% 11Q SEC ↗
15 Focus Financial Network, Inc. 10,888 429K -78 -0.7% 10Q SEC ↗
16 Cambridge Investment Research Advisors 8,124 320K -29 -0.4% 4Q SEC ↗
17 ENVESTNET ASSET MANAGEMENT INC 7,870 310K -16 -0.2% 5Q SEC ↗
18 First Heartland Consultants, Inc. 7,829 308K -2,517 -24.3% 10Q SEC ↗
19 CITADEL ADVISORS LLC NEW 6,002 236K — +0.0% 1Q SEC ↗
20 AE Wealth Management LLC 5,709 225K -1,342 -19.0% 8Q SEC ↗
21 Allianz SE 5,000 197K — +0.0% 3Q SEC ↗
22 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 3,197 126K — +0.0% 12Q SEC ↗
23 BARCLAYS PLC 970 38K +750 +340.9% 6Q SEC ↗
24 LANARK FINANCIAL, INC. 600 24K — +0.0% 4Q SEC ↗
25 Ankerstar Wealth, LLC 527 21K — +0.0% 3Q SEC ↗
26 NFSG Corp 480 19K — +0.0% 12Q SEC ↗
27 UBS Group AG NEW 211 8K — +0.0% 1Q SEC ↗
28 Kingdom Financial Group LLC. 157 6K — +0.0% 3Q SEC ↗
29 JPMORGAN CHASE & CO 0 0K -129 -100.0% 1Q SEC ↗
30 Elevated Capital Advisors, LLC 0 0K -7,864 -100.0% 5Q SEC ↗
31 Lloyd Advisory Services, LLC. 0 0K -157 -100.0% 1Q SEC ↗
32 JIM SAULNIER & ASSOCIATES, LLC 0 0K -6,670 -100.0% 6Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
CITADEL ADVISORS LLC 6,002 236K
UBS Group AG 211 8K
Sold Out (4)
Biggest Increases (5)
HolderAddedChange %Total Shares
BARCLAYS PLC +750 +340.9% 970
OLD MISSION CAPITAL LLC +399 +2.0% 20,608
SUSQUEHANNA INTERNATIONAL GROUP, LL +333 +2.0% 16,898
Cetera Investment Advisers +319 +1.3% 24,090
Nvest Financial, LLC +292 +2.0% 15,109
Biggest Decreases (14)
HolderReducedChange %Total Shares
Strategic Blueprint, LLC -133,649 -92.0% 11,690
LPL Financial LLC -11,070 -27.7% 28,926
Kestra Advisory Services, LLC -10,748 -36.4% 18,804
COMMONWEALTH EQUITY SERVICES, LLC -5,997 -4.6% 124,062
Rothschild Wealth LLC -3,275 -20.6% 12,649
First Heartland Consultants, Inc. -2,517 -24.3% 7,829
RAYMOND JAMES FINANCIAL INC -2,148 -10.7% 17,885
AE Wealth Management LLC -1,342 -19.0% 5,709
HARBOUR INVESTMENTS, INC. -1,298 -7.1% 17,036
OSAIC HOLDINGS, INC. -306 -0.5% 67,589
Focus Financial Network, Inc. -78 -0.7% 10,888
Sanctuary Advisors, LLC -35 -0.3% 12,152
Cambridge Investment Research Advis -29 -0.4% 8,124
ENVESTNET ASSET MANAGEMENT INC -16 -0.2% 7,870

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