AZAA Institutional Ownership
AllianzIM U.S. Large Cap Buffer10 Apr ETF
1W: +1.0%
1M: +1.5%
3M: +5.5%
1Y: +11.9%
$27.30
Last traded 2023-05-22 — delisted
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Institutional Ownership — AZAA
34
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
34M
Total Invested
4
New Positions
12
Increased
10
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (37 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 97,720 | $3M | +4,750 | +5.1% | 21Q | SEC ↗ |
| 2 | LPL Financial LLC | 92,698 | $3M | -6,710 | -6.7% | 8Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 74,573 | $2M | +7,301 | +10.9% | 21Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 55,126 | $2M | +830 | +1.5% | 10Q | SEC ↗ |
| 5 | Rothschild Wealth LLC | 48,234 | $1M | +8,763 | +22.2% | 9Q | SEC ↗ |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,192 | $1M | +39,897 | +546.9% | 5Q | SEC ↗ |
| 7 | Nvest Financial, LLC | 40,128 | $1M | -1,472 | -3.5% | 9Q | SEC ↗ |
| 8 | Cambridge Investment Research Advisors | 39,682 | $1M | +2,108 | +5.6% | 9Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 38,907 | $1M | +18,404 | +89.8% | 7Q | SEC ↗ |
| 10 | CENTAURUS FINANCIAL, INC. | 35,517 | $970K | +13,598 | +62.0% | 14Q | SEC ↗ |
| 11 | Bleakley Financial Group, LLC | 21,643 | $591K | — | +0.0% | 13Q | SEC ↗ |
| 12 | CWM, LLC | 19,513 | $533K | -44 | -0.2% | 18Q | SEC ↗ |
| 13 | Bison Wealth, LLC | 19,054 | $520K | — | +0.0% | 3Q | SEC ↗ |
| 14 | Main Street Financial Solutions, LLC | 14,968 | $409K | — | +0.0% | 14Q | SEC ↗ |
| 15 | First Heartland Consultants, Inc. | 12,632 | $345K | -450 | -3.4% | 13Q | SEC ↗ |
| 16 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 12,178 | $332K | +1,161 | +10.5% | 17Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 11,109 | $303K | +454 | +4.3% | 10Q | SEC ↗ |
| 18 | PANORAMIC INVESTMENT ADVISORS, LLC | 7,525 | $205K | — | +0.0% | 8Q | SEC ↗ |
| 19 | Accurate Wealth Management, LLC | 7,237 | $198K | +385 | +5.6% | 13Q | SEC ↗ |
| 20 | Patriot Financial Group Insurance Agen | 6,810 | $186K | -6,810 | -50.0% | 5Q | SEC ↗ |
| 21 | HARBOUR INVESTMENTS, INC. | 5,887 | $161K | +1,991 | +51.1% | 9Q | SEC ↗ |
| 22 | Sanctuary Advisors, LLC | 5,545 | $151K | -555 | -9.1% | 8Q | SEC ↗ |
| 23 | Focus Financial Network, Inc. | 5,286 | $144K | -1,795 | -25.3% | 10Q | SEC ↗ |
| 24 | INDEPENDENT FINANCIAL GROUP, LLC NEW | 5,236 | $143K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Allianz SE | 5,000 | $136K | — | +0.0% | 3Q | SEC ↗ |
| 26 | Cassady Wealth & Retirement Planning, | 4,898 | $134K | -208 | -4.1% | 3Q | SEC ↗ |
| 27 | OLD MISSION CAPITAL LLC NEW | 4,666 | $127K | — | +0.0% | 1Q | SEC ↗ |
| 28 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4,582 | $125K | -1,026 | -18.3% | 13Q | SEC ↗ |
| 29 | Kestra Advisory Services, LLC | 4,378 | $120K | -1,448 | -24.9% | 13Q | SEC ↗ |
| 30 | AdvisorNet Financial, Inc | 1,300 | $35K | — | +0.0% | 22Q | SEC ↗ |
| 31 | Spire Wealth Management | 1,257 | $34K | — | +0.0% | 5Q | SEC ↗ |
| 32 | ASSETMARK, INC | 720 | $20K | — | +0.0% | 3Q | SEC ↗ |
| 33 | UBS Group AG NEW | 109 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 34 | AE Wealth Management LLC | 49 | $1K | -2 | -3.9% | 10Q | SEC ↗ |
| 35 | Lloyd Advisory Services, LLC. NEW | 19 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 36 | BARCLAYS PLC | 0 | $0K | -3,581 | -100.0% | 4Q | SEC ↗ |
| 37 | JANE STREET GROUP, LLC | 0 | $0K | -11,209 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | 5,236 | $143K |
| OLD MISSION CAPITAL LLC | 4,666 | $127K |
| UBS Group AG | 109 | $3K |
| Lloyd Advisory Services, LLC. | 19 | $1K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 11,209 | $306K |
| BARCLAYS PLC | 3,581 | $98K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +39,897 | +546.9% | 47,192 |
| RAYMOND JAMES FINANCIAL INC | +18,404 | +89.8% | 38,907 |
| CENTAURUS FINANCIAL, INC. | +13,598 | +62.0% | 35,517 |
| Rothschild Wealth LLC | +8,763 | +22.2% | 48,234 |
| OSAIC HOLDINGS, INC. | +7,301 | +10.9% | 74,573 |
| COMMONWEALTH EQUITY SERVICES, LLC | +4,750 | +5.1% | 97,720 |
| Cambridge Investment Research Advis | +2,108 | +5.6% | 39,682 |
| HARBOUR INVESTMENTS, INC. | +1,991 | +51.1% | 5,887 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | +1,161 | +10.5% | 12,178 |
| Cetera Investment Advisers | +830 | +1.5% | 55,126 |
| ENVESTNET ASSET MANAGEMENT INC | +454 | +4.3% | 11,109 |
| Accurate Wealth Management, LLC | +385 | +5.6% | 7,237 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Patriot Financial Group Insurance A | -6,810 | -50.0% | 6,810 |
| LPL Financial LLC | -6,710 | -6.7% | 92,698 |
| Focus Financial Network, Inc. | -1,795 | -25.3% | 5,286 |
| Nvest Financial, LLC | -1,472 | -3.5% | 40,128 |
| Kestra Advisory Services, LLC | -1,448 | -24.9% | 4,378 |
| NATIONS FINANCIAL GROUP INC, /IA/ / | -1,026 | -18.3% | 4,582 |
| Sanctuary Advisors, LLC | -555 | -9.1% | 5,545 |
| First Heartland Consultants, Inc. | -450 | -3.4% | 12,632 |
| Cassady Wealth & Retirement Plannin | -208 | -4.1% | 4,898 |
| CWM, LLC | -44 | -0.2% | 19,513 |
| AE Wealth Management LLC | -2 | -3.9% | 49 |