AZBO Institutional Ownership
AllianzIM U.S. Large Cap Buffer20 Oct ETF
1W: +0.6%
1M: +1.1%
3M: +3.6%
1Y: +13.0%
$27.59
Last traded 2023-05-22 — delisted
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
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Institutional Ownership — AZBO
111
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
286M
Total Invested
10
New Positions
15
Increased
64
Reduced
29
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (116 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2,212,139 | $61M | -56,418 | -2.5% | 15Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 1,140,163 | $31M | -13,417 | -1.2% | 20Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 508,418 | $14M | +40,928 | +8.8% | 7Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 249,190 | $7M | +54,252 | +27.8% | 16Q | SEC ↗ |
| 5 | Kestra Advisory Services, LLC | 230,127 | $6M | -14,028 | -5.7% | 20Q | SEC ↗ |
| 6 | CENTAURUS FINANCIAL, INC. | 216,813 | $6M | -1,439 | -0.7% | 14Q | SEC ↗ |
| 7 | Advyzon Investment Management, LLC | 207,260 | $6M | +76,165 | +58.1% | 4Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 189,674 | $5M | -7,559 | -3.8% | 23Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 184,697 | $5M | -12,305 | -6.2% | 16Q | SEC ↗ |
| 10 | Allianz SE | 167,279 | $5M | +30,785 | +22.6% | 3Q | SEC ↗ |
| 11 | Guardian Capital, LLC | 136,626 | $4M | +37,128 | +37.3% | 3Q | SEC ↗ |
| 12 | Forty-three Eighteen Advisors, LLC | 117,113 | $3M | -415 | -0.4% | 3Q | SEC ↗ |
| 13 | World Investment Advisors | 88,691 | $2M | +8,116 | +10.1% | 3Q | SEC ↗ |
| 14 | MML INVESTORS SERVICES, LLC | 87,868 | $2M | +74,665 | +565.5% | 7Q | SEC ↗ |
| 15 | Ausdal Financial Partners, Inc. | 85,533 | $2M | +39,287 | +85.0% | 2Q | SEC ↗ |
| 16 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 84,833 | $2M | -7,427 | -8.1% | 15Q | SEC ↗ |
| 17 | Spire Wealth Management | 75,586 | $2M | -3,480 | -4.4% | 11Q | SEC ↗ |
| 18 | Elevation Wealth Management LLC | 68,745 | $2M | -730 | -1.1% | 3Q | SEC ↗ |
| 19 | Compass Advisory Group LLC | 66,115 | $2M | -1,473 | -2.2% | 18Q | SEC ↗ |
| 20 | Elevated Capital Advisors, LLC | 61,179 | $2M | -59,650 | -49.4% | 2Q | SEC ↗ |
| 21 | Long Island Wealth Management, Inc. | 60,525 | $2M | — | +0.0% | 11Q | SEC ↗ |
| 22 | PFG Advisors | 51,697 | $1M | -1,217 | -2.3% | 11Q | SEC ↗ |
| 23 | Advus Financial Partners, LLC | 51,223 | $1M | -1,217 | -2.3% | 11Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors | 45,558 | $1M | -820 | -1.8% | 19Q | SEC ↗ |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,556 | $1M | +30,580 | +340.7% | 4Q | SEC ↗ |
| 26 | HARBOUR INVESTMENTS, INC. | 37,749 | $1M | -8,715 | -18.8% | 17Q | SEC ↗ |
| 27 | SECURED RETIREMENT ADVISORS, LLC | 28,320 | $781K | +877 | +3.2% | 7Q | SEC ↗ |
| 28 | Summit Financial, LLC NEW | 25,940 | $716K | — | +0.0% | 1Q | SEC ↗ |
| 29 | AE Wealth Management LLC | 25,537 | $704K | -2,198,438 | -98.9% | 7Q | SEC ↗ |
| 30 | BIP Wealth, LLC | 22,310 | $615K | -1,038 | -4.4% | 3Q | SEC ↗ |
| 31 | Midwest Financial Network, LLC | 21,705 | $599K | -3,363 | -13.4% | 7Q | SEC ↗ |
| 32 | Strategic Blueprint, LLC | 20,977 | $579K | — | +0.0% | 16Q | SEC ↗ |
| 33 | IFG Advisory, LLC NEW | 20,776 | $573K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Castle Rock Wealth Management, LLC | 19,771 | $545K | — | +0.0% | 8Q | SEC ↗ |
| 35 | DIVERSIFY WEALTH MANAGEMENT, LLC | 17,912 | $494K | — | +0.0% | 2Q | SEC ↗ |
| 36 | Diversify Advisory Services, LLC NEW | 17,912 | $494K | — | +0.0% | 1Q | SEC ↗ |
| 37 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17,090 | $471K | +873 | +5.4% | 18Q | SEC ↗ |
| 38 | Westshore Wealth, LLC | 14,508 | $400K | — | +0.0% | 3Q | SEC ↗ |
| 39 | Focus Financial Network, Inc. | 14,462 | $399K | +46 | +0.3% | 7Q | SEC ↗ |
| 40 | Certified Advisory Corp | 14,003 | $386K | -250 | -1.8% | 11Q | SEC ↗ |
| 41 | INDEPENDENT FINANCIAL GROUP, LLC | 13,424 | $370K | -300 | -2.2% | 11Q | SEC ↗ |
| 42 | OLD MISSION CAPITAL LLC | 13,222 | $365K | +68 | +0.5% | 3Q | SEC ↗ |
| 43 | GTS FINANCIAL, LLC | 12,486 | $344K | — | +0.0% | 2Q | SEC ↗ |
| 44 | Stirlingshire Investments, Inc. | 10,198 | $281K | -381 | -3.6% | 3Q | SEC ↗ |
| 45 | Taylor Securities Services, Inc. | 10,150 | $280K | -403 | -3.8% | 3Q | SEC ↗ |
| 46 | IFP Advisors, Inc | 9,948 | $274K | -50 | -0.5% | 12Q | SEC ↗ |
| 47 | FreeGulliver LLC | 9,938 | $274K | — | +0.0% | 2Q | SEC ↗ |
| 48 | HB Wealth Management, LLC | 9,908 | $273K | — | +0.0% | 15Q | SEC ↗ |
| 49 | BCGM Wealth Management, LLC | 9,715 | $268K | — | +0.0% | 3Q | SEC ↗ |
| 50 | DHJJ Financial Advisors, Ltd. | 9,560 | $264K | -33 | -0.3% | 20Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Summit Financial, LLC | 25,940 | $716K |
| IFG Advisory, LLC | 20,776 | $573K |
| Diversify Advisory Services, LLC | 17,912 | $494K |
| CITADEL ADVISORS LLC | 4,892 | $135K |
| Global Retirement Partners, LLC | 3,119 | $86K |
| COMPASS FINANCIAL MANAGEMENT LLC | 2,515 | $69K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 1,007 | $28K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 157 | $4K |
| Archer Investment Corp | 140 | $4K |
| WELLS FARGO & COMPANY/MN | 0 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ACCESS FINANCIAL SERVICES, INC. | 349,811 | $10M |
| Mid-American Wealth Advisory Group, | 216,453 | $6M |
| Wellment Financial | 144,301 | $4M |
| HOWARD BAILEY SECURITIES, LLC | 120,245 | $3M |
| Outlook Wealth Advisors, LLC | 107,029 | $3M |
| B.O.S.S. Retirement Advisors, LLC | 106,592 | $3M |
| Integrated Wealth Management | 98,059 | $3M |
| Great Lakes Retirement, Inc. | 60,208 | $2M |
| LifeWealth Investments, LLC | 49,021 | $1M |
| SMART Wealth LLC | 47,946 | $1M |
| FSA Advisors, Inc. | 46,294 | $1M |
| Centennial Advisors, LLC | 44,270 | $1M |
| Modern Wealth Management, LLC | 32,758 | $904K |
| JANE STREET GROUP, LLC | 29,466 | $813K |
| Kingdom Financial Group LLC. | 23,377 | $645K |
| Blackston Financial Advisory Group, | 21,537 | $594K |
| Authentikos Wealth Advisory, LLC | 21,249 | $586K |
| Patriot Financial Group Insurance A | 14,650 | $404K |
| Quest 10 Wealth Builders, Inc. | 10,612 | $293K |
| Foundations Investment Advisors, LL | 10,590 | $292K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Advyzon Investment Management, LLC | +76,165 | +58.1% | 207,260 |
| MML INVESTORS SERVICES, LLC | +74,665 | +565.5% | 87,868 |
| ENVESTNET ASSET MANAGEMENT INC | +54,252 | +27.8% | 249,190 |
| RAYMOND JAMES FINANCIAL INC | +40,928 | +8.8% | 508,418 |
| Ausdal Financial Partners, Inc. | +39,287 | +85.0% | 85,533 |
| Guardian Capital, LLC | +37,128 | +37.3% | 136,626 |
| Allianz SE | +30,785 | +22.6% | 167,279 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +30,580 | +340.7% | 39,556 |
| World Investment Advisors | +8,116 | +10.1% | 88,691 |
| SECURED RETIREMENT ADVISORS, LLC | +877 | +3.2% | 28,320 |
| NATIONS FINANCIAL GROUP INC, /IA/ / | +873 | +5.4% | 17,090 |
| OLD MISSION CAPITAL LLC | +68 | +0.5% | 13,222 |
| Focus Financial Network, Inc. | +46 | +0.3% | 14,462 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +35 | +1.1% | 3,367 |
| CreativeOne Wealth, LLC | +27 | +0.4% | 6,773 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | -2,198,438 | -98.9% | 25,537 |
| POM Investment Strategies, LLC | -188,619 | -99.4% | 1,207 |
| Networth Advisors, LLC | -62,279 | -99.8% | 134 |
| Elevated Capital Advisors, LLC | -59,650 | -49.4% | 61,179 |
| LPL Financial LLC | -56,418 | -2.5% | 2,212,139 |
| Csenge Advisory Group | -42,420 | -83.1% | 8,631 |
| Lloyd Advisory Services, LLC. | -21,947 | -93.9% | 1,430 |
| Kestra Advisory Services, LLC | -14,028 | -5.7% | 230,127 |
| COMMONWEALTH EQUITY SERVICES, LLC | -13,417 | -1.2% | 1,140,163 |
| Cetera Investment Advisers | -12,305 | -6.2% | 184,697 |
| HARBOUR INVESTMENTS, INC. | -8,715 | -18.8% | 37,749 |
| OSAIC HOLDINGS, INC. | -7,559 | -3.8% | 189,674 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | -7,427 | -8.1% | 84,833 |
| Spire Wealth Management | -3,480 | -4.4% | 75,586 |
| Midwest Financial Network, LLC | -3,363 | -13.4% | 21,705 |
| Compass Advisory Group LLC | -1,473 | -2.2% | 66,115 |
| CENTAURUS FINANCIAL, INC. | -1,439 | -0.7% | 216,813 |
| Advus Financial Partners, LLC | -1,217 | -2.3% | 51,223 |
| PFG Advisors | -1,217 | -2.3% | 51,697 |
| BIP Wealth, LLC | -1,038 | -4.4% | 22,310 |