AZBL Institutional Ownership
AllianzIM U.S. Large Cap Buffer20 Jul ETF
1W: +1.0%
1M: +1.3%
3M: +4.0%
1Y: +9.9%
$26.77
Last traded 2023-05-22 — delisted
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — AZBL
83
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
204M
Total Invested
12
New Positions
20
Increased
36
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (90 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 1,220,617 | 33M | -51,311 | -4.0% | 21Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 414,189 | 11M | +315,937 | +321.6% | 7Q | SEC ↗ |
| 3 | GTS FINANCIAL, LLC | 355,833 | 10M | +296,079 | +495.5% | 2Q | SEC ↗ |
| 4 | LPL Financial LLC | 287,703 | 8M | +34,431 | +13.6% | 14Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 266,353 | 7M | +8,326 | +3.2% | 20Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 230,401 | 6M | +1,953 | +0.9% | 16Q | SEC ↗ |
| 7 | Advyzon Investment Management, LLC | 208,320 | 6M | +80,656 | +63.2% | 4Q | SEC ↗ |
| 8 | Allianz SE | 168,041 | 4M | +30,643 | +22.3% | 3Q | SEC ↗ |
| 9 | AMERICAN ASSET MANAGEMENT INC. | 149,192 | 4M | -1,807 | -1.2% | 9Q | SEC ↗ |
| 10 | Guardian Capital, LLC | 136,855 | 4M | +41,752 | +43.9% | 3Q | SEC ↗ |
| 11 | World Investment Advisors | 130,451 | 3M | +13,680 | +11.7% | 3Q | SEC ↗ |
| 12 | Long Island Wealth Management, Inc. | 122,469 | 3M | -78 | -0.1% | 11Q | SEC ↗ |
| 13 | Kestra Advisory Services, LLC | 112,954 | 3M | -33,936 | -23.1% | 20Q | SEC ↗ |
| 14 | CENTAURUS FINANCIAL, INC. | 91,028 | 2M | -98,349 | -51.9% | 14Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors | 85,713 | 2M | +4,503 | +5.5% | 24Q | SEC ↗ |
| 16 | Ausdal Financial Partners, Inc. | 84,938 | 2M | +40,341 | +90.5% | 2Q | SEC ↗ |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 84,639 | 2M | +73,211 | +640.6% | 8Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 75,564 | 2M | +1,572 | +2.1% | 15Q | SEC ↗ |
| 19 | BIP Wealth, LLC | 62,126 | 2M | -3,593 | -5.5% | 3Q | SEC ↗ |
| 20 | Elevated Capital Advisors, LLC | 48,661 | 1M | -47,191 | -49.2% | 8Q | SEC ↗ |
| 21 | Compass Advisory Group LLC | 45,781 | 1M | — | +0.0% | 21Q | SEC ↗ |
| 22 | RFG Advisory, LLC | 41,515 | 1M | -29,461 | -41.5% | 12Q | SEC ↗ |
| 23 | WEALTHGARDEN F.S. LLC | 35,791 | 958K | -10 | -0.0% | 8Q | SEC ↗ |
| 24 | Aegis Wealth Management, Inc. | 34,584 | 926K | -213 | -0.6% | 3Q | SEC ↗ |
| 25 | Diversify Advisory Services, LLC NEW | 34,101 | 913K | — | +0.0% | 1Q | SEC ↗ |
| 26 | DIVERSIFY WEALTH MANAGEMENT, LLC | 34,101 | 913K | -1,000 | -2.8% | 2Q | SEC ↗ |
| 27 | IFP Advisors, Inc | 31,553 | 845K | +50 | +0.2% | 18Q | SEC ↗ |
| 28 | Forty-three Eighteen Advisors, LLC | 27,827 | 745K | — | +0.0% | 3Q | SEC ↗ |
| 29 | Focus Financial Network, Inc. | 27,353 | 732K | +122 | +0.4% | 10Q | SEC ↗ |
| 30 | Cypress Wealth Services, LLC | 26,852 | 719K | — | +0.0% | 4Q | SEC ↗ |
| 31 | HARBOUR INVESTMENTS, INC. | 24,799 | 664K | -1,540 | -5.8% | 15Q | SEC ↗ |
| 32 | Castle Rock Wealth Management, LLC | 24,619 | 659K | — | +0.0% | 8Q | SEC ↗ |
| 33 | INDEPENDENT FINANCIAL GROUP, LLC | 23,894 | 640K | +557 | +2.4% | 12Q | SEC ↗ |
| 34 | Midwest Financial Network, LLC | 21,732 | 582K | -3,277 | -13.1% | 7Q | SEC ↗ |
| 35 | Joseph P. Lucia & Associates, LLC | 19,895 | 533K | +2,200 | +12.4% | 5Q | SEC ↗ |
| 36 | AE Wealth Management LLC | 18,528 | 496K | -798,647 | -97.7% | 16Q | SEC ↗ |
| 37 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17,421 | 466K | +841 | +5.1% | 18Q | SEC ↗ |
| 38 | Spire Wealth Management | 15,992 | 428K | -2,667 | -14.3% | 8Q | SEC ↗ |
| 39 | Grantvest Financial Group LLC | 15,282 | 409K | -250 | -1.6% | 7Q | SEC ↗ |
| 40 | PFG Advisors | 14,625 | 392K | +122 | +0.8% | 9Q | SEC ↗ |
| 41 | Advisory Solutions Group, LLC NEW | 12,771 | 342K | — | +0.0% | 1Q | SEC ↗ |
| 42 | IFG Advisory, LLC NEW | 12,338 | 330K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Advus Financial Partners, LLC | 11,612 | 311K | — | +0.0% | 9Q | SEC ↗ |
| 44 | Stirlingshire Investments, Inc. | 10,208 | 273K | -301 | -2.9% | 3Q | SEC ↗ |
| 45 | Summit Financial, LLC NEW | 9,780 | 262K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Elevation Wealth Management LLC | 9,585 | 257K | -75 | -0.8% | 3Q | SEC ↗ |
| 47 | Merit Financial Group, LLC | 9,421 | 252K | — | +0.0% | 5Q | SEC ↗ |
| 48 | HB Wealth Management, LLC | 9,357 | 251K | — | +0.0% | 15Q | SEC ↗ |
| 49 | HRT FINANCIAL LP NEW | 8,898 | 238K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Farther Finance Advisors, LLC | 8,258 | 221K | — | +0.0% | 15Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 34,101 | 913K |
| Advisory Solutions Group, LLC | 12,771 | 342K |
| IFG Advisory, LLC | 12,338 | 330K |
| Summit Financial, LLC | 9,780 | 262K |
| HRT FINANCIAL LP | 8,898 | 238K |
| Greenbush Financial Group, LLC | 6,825 | 183K |
| Innovative Asset Advisors Group, LL | 5,195 | 139K |
| Stonebridge Financial Group, LLC / | 4,900 | 131K |
| COMPASS FINANCIAL MANAGEMENT LLC | 865 | 23K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 497 | 13K |
| TRUST CO OF VERMONT | 164 | 4K |
| WELLS FARGO & COMPANY/MN | 1 | 0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| B.O.S.S. Retirement Advisors, LLC | 81,235 | 2M |
| HOWARD BAILEY SECURITIES, LLC | 77,440 | 2M |
| Great Lakes Retirement, Inc. | 51,710 | 1M |
| Integrated Wealth Management | 32,181 | 862K |
| LifeWealth Investments, LLC | 31,350 | 839K |
| OLD MISSION CAPITAL LLC | 29,976 | 803K |
| Centennial Advisors, LLC | 29,127 | 780K |
| SMART Wealth LLC | 19,717 | 528K |
| GTS SECURITIES LLC | 16,393 | 439K |
| Kingdom Financial Group LLC. | 16,371 | 438K |
| Clear Point Advisors Inc. | 15,416 | 413K |
| PARK AVENUE SECURITIES LLC | 8,654 | 232K |
| Mason Investment Advisory Services, | 7,685 | 206K |
| Csenge Advisory Group | 6,605 | 177K |
| Simplicity Wealth,LLC | 6,106 | 163K |
| Quest 10 Wealth Builders, Inc. | 3,711 | 99K |
| JPMORGAN CHASE & CO | 2,960 | 79K |
| GeoWealth Management, LLC | 1,093 | 29K |
| Steward Partners Investment Advisor | 648 | 17K |
| HANTZ FINANCIAL SERVICES, INC. | 154 | 4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +315,937 | +321.6% | 414,189 |
| GTS FINANCIAL, LLC | +296,079 | +495.5% | 355,833 |
| Advyzon Investment Management, LLC | +80,656 | +63.2% | 208,320 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +73,211 | +640.6% | 84,639 |
| Guardian Capital, LLC | +41,752 | +43.9% | 136,855 |
| Ausdal Financial Partners, Inc. | +40,341 | +90.5% | 84,938 |
| LPL Financial LLC | +34,431 | +13.6% | 287,703 |
| Allianz SE | +30,643 | +22.3% | 168,041 |
| World Investment Advisors | +13,680 | +11.7% | 130,451 |
| OSAIC HOLDINGS, INC. | +8,326 | +3.2% | 266,353 |
| Cambridge Investment Research Advis | +4,503 | +5.5% | 85,713 |
| Joseph P. Lucia & Associates, LLC | +2,200 | +12.4% | 19,895 |
| Cetera Investment Advisers | +1,953 | +0.9% | 230,401 |
| ENVESTNET ASSET MANAGEMENT INC | +1,572 | +2.1% | 75,564 |
| NATIONS FINANCIAL GROUP INC, /IA/ / | +841 | +5.1% | 17,421 |
| INDEPENDENT FINANCIAL GROUP, LLC | +557 | +2.4% | 23,894 |
| PFG Advisors | +122 | +0.8% | 14,625 |
| Focus Financial Network, Inc. | +122 | +0.4% | 27,353 |
| BARCLAYS PLC | +82 | +2.6% | 3,263 |
| IFP Advisors, Inc | +50 | +0.2% | 31,553 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | -798,647 | -97.7% | 18,528 |
| CENTAURUS FINANCIAL, INC. | -98,349 | -51.9% | 91,028 |
| COMMONWEALTH EQUITY SERVICES, LLC | -51,311 | -4.0% | 1,220,617 |
| Elevated Capital Advisors, LLC | -47,191 | -49.2% | 48,661 |
| Kestra Advisory Services, LLC | -33,936 | -23.1% | 112,954 |
| RFG Advisory, LLC | -29,461 | -41.5% | 41,515 |
| Lloyd Advisory Services, LLC. | -12,380 | -75.6% | 3,991 |
| BIP Wealth, LLC | -3,593 | -5.5% | 62,126 |
| Midwest Financial Network, LLC | -3,277 | -13.1% | 21,732 |
| Networth Advisors, LLC | -3,014 | -98.9% | 35 |
| Spire Wealth Management | -2,667 | -14.3% | 15,992 |
| AMERICAN ASSET MANAGEMENT INC. | -1,807 | -1.2% | 149,192 |
| HARBOUR INVESTMENTS, INC. | -1,540 | -5.8% | 24,799 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | -1,000 | -2.8% | 34,101 |
| DHJJ Financial Advisors, Ltd. | -330 | -7.4% | 4,128 |
| Stirlingshire Investments, Inc. | -301 | -2.9% | 10,208 |
| Strategic Blueprint, LLC | -292 | -3.7% | 7,582 |
| Grantvest Financial Group LLC | -250 | -1.6% | 15,282 |
| Aegis Wealth Management, Inc. | -213 | -0.6% | 34,584 |
| Long Island Wealth Management, Inc. | -78 | -0.1% | 122,469 |