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MARW Institutional Ownership

AllianzIM U.S. Equity Buffer20 Mar ETF
1W: +0.0% 1M: +0.6% 3M: +2.1% YTD: +7.6% 1Y: +9.9% 3Y: +39.7%
$36.95
+0.07 (+0.20%)
 
Weekly Expected Move ±0.4%
$37 $37 $37 $37 $37
ETF CBOE · AUM $88.2M

Institutional Ownership — MARW

49
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
63M
Total Invested
8
New Positions
12
Increased
16
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (52 total)

# Holder Shares Value Change Change % Holding Period Filing
1 COMMONWEALTH EQUITY SERVICES, LLC 231,904 9M -3,397 -1.4% 14Q SEC ↗
2 OSAIC HOLDINGS, INC. 190,706 7M +13,789 +7.8% 14Q SEC ↗
3 Allianz SE 189,457 7M +34,767 +22.5% 3Q SEC ↗
4 LPL Financial LLC 185,697 7M -1,841 -1.0% 11Q SEC ↗
5 Kestra Advisory Services, LLC 119,401 4M -18,027 -13.1% 14Q SEC ↗
6 Cetera Investment Advisers 92,964 3M +915 +1.0% 10Q SEC ↗
7 RAYMOND JAMES FINANCIAL INC 60,715 2M -486 -0.8% 7Q SEC ↗
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 51,404 2M +18,283 +55.2% 5Q SEC ↗
9 Forty-three Eighteen Advisors, LLC 51,209 2M -600 -1.2% 3Q SEC ↗
10 Westshore Wealth, LLC 50,996 2M -19,679 -27.8% 2Q SEC ↗
11 Cambridge Investment Research Advisors 44,083 2M +5,308 +13.7% 10Q SEC ↗
12 HARBOUR INVESTMENTS, INC. 38,593 1M -2,338 -5.7% 14Q SEC ↗
13 Castle Rock Wealth Management, LLC 34,536 1M — +0.0% 10Q SEC ↗
14 Spire Wealth Management 33,401 1M -5,044 -13.1% 7Q SEC ↗
15 World Investment Advisors 32,134 1M +5,258 +19.6% 3Q SEC ↗
16 Farther Finance Advisors, LLC 29,908 1M -571 -1.9% 8Q SEC ↗
17 PFG Advisors 28,545 1M -1,988 -6.5% 10Q SEC ↗
18 ENVESTNET ASSET MANAGEMENT INC 28,498 1M +1,575 +5.9% 10Q SEC ↗
19 MML INVESTORS SERVICES, LLC 23,956 885K +7,576 +46.3% 6Q SEC ↗
20 GTS FINANCIAL, LLC 19,896 735K -732 -3.5% 2Q SEC ↗
21 JIM SAULNIER & ASSOCIATES, LLC 19,597 724K -1,990 -9.2% 8Q SEC ↗
22 Concurrent Investment Advisors, LLC 13,042 482K — +0.0% 2Q SEC ↗
23 Global Retirement Partners, LLC NEW 12,844 475K — +0.0% 1Q SEC ↗
24 Arax Advisory Partners 11,881 439K +10,128 +577.8% 2Q SEC ↗
25 CENTAURUS FINANCIAL, INC. 11,584 428K -8,579 -42.5% 10Q SEC ↗
26 Cypress Wealth Services, LLC 11,059 409K — +0.0% 5Q SEC ↗
27 Advus Financial Partners, LLC 10,887 402K -2,128 -16.4% 10Q SEC ↗
28 Focus Financial Network, Inc. 10,856 401K — +0.0% 10Q SEC ↗
29 BCGM Wealth Management, LLC 10,108 374K — +0.0% 10Q SEC ↗
30 INDEPENDENT FINANCIAL GROUP, LLC 10,078 372K -101 -1.0% 10Q SEC ↗
31 First Heartland Consultants, Inc. 9,872 365K — +0.0% 2Q SEC ↗
32 Fortis Capital Management LLC 9,743 360K — +0.0% 6Q SEC ↗
33 FreeGulliver LLC 8,677 321K — +0.0% 2Q SEC ↗
34 TAGStone Capital, Inc. 7,554 279K +485 +6.9% 6Q SEC ↗
35 SAGESPRING WEALTH PARTNERS, LLC 6,632 245K -97 -1.4% 6Q SEC ↗
36 CITADEL ADVISORS LLC NEW 5,780 214K — +0.0% 1Q SEC ↗
37 GOLDMAN SACHS GROUP INC NEW 5,719 211K — +0.0% 1Q SEC ↗
38 Joseph P. Lucia & Associates, LLC NEW 5,674 210K — +0.0% 1Q SEC ↗
39 FOUNDERS FINANCIAL SECURITIES LLC NEW 5,555 205K — +0.0% 1Q SEC ↗
40 Innovative Asset Advisors Group, LLC NEW 4,504 166K — +0.0% 1Q SEC ↗
41 ROYAL BANK OF CANADA 3,600 133K — +0.0% 3Q SEC ↗
42 CREATIVE FINANCIAL DESIGNS INC /ADV 3,158 117K +1,958 +163.2% 10Q SEC ↗
43 AE Wealth Management LLC 2,805 104K +46 +1.7% 10Q SEC ↗
44 Elevated Capital Advisors, LLC NEW 2,280 84K — +0.0% 1Q SEC ↗
45 Capital Investment Advisory Services, 2,129 79K — +0.0% 3Q SEC ↗
46 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 501 19K — +0.0% 2Q SEC ↗
47 IFP Advisors, Inc 231 9K — +0.0% 14Q SEC ↗
48 Financial Network Wealth Advisors LLC 173 6K — +0.0% 7Q SEC ↗
49 Lloyd Advisory Services, LLC. NEW 7 0K — +0.0% 1Q SEC ↗
50 OLD MISSION CAPITAL LLC 0 0K -41,336 -100.0% 3Q SEC ↗

Recent Activity

Sold Out (3)
HolderPrev SharesPrev Value
OLD MISSION CAPITAL LLC 41,336 2M
BARCLAYS PLC 4,288 158K
UBS Group AG 143 5K
Biggest Increases (12)
HolderAddedChange %Total Shares
Allianz SE +34,767 +22.5% 189,457
SUSQUEHANNA INTERNATIONAL GROUP, LL +18,283 +55.2% 51,404
OSAIC HOLDINGS, INC. +13,789 +7.8% 190,706
Arax Advisory Partners +10,128 +577.8% 11,881
MML INVESTORS SERVICES, LLC +7,576 +46.3% 23,956
Cambridge Investment Research Advis +5,308 +13.7% 44,083
World Investment Advisors +5,258 +19.6% 32,134
CREATIVE FINANCIAL DESIGNS INC /ADV +1,958 +163.2% 3,158
ENVESTNET ASSET MANAGEMENT INC +1,575 +5.9% 28,498
Cetera Investment Advisers +915 +1.0% 92,964
TAGStone Capital, Inc. +485 +6.9% 7,554
AE Wealth Management LLC +46 +1.7% 2,805
Biggest Decreases (16)
HolderReducedChange %Total Shares
Westshore Wealth, LLC -19,679 -27.8% 50,996
Kestra Advisory Services, LLC -18,027 -13.1% 119,401
CENTAURUS FINANCIAL, INC. -8,579 -42.5% 11,584
Spire Wealth Management -5,044 -13.1% 33,401
COMMONWEALTH EQUITY SERVICES, LLC -3,397 -1.4% 231,904
HARBOUR INVESTMENTS, INC. -2,338 -5.7% 38,593
Advus Financial Partners, LLC -2,128 -16.4% 10,887
JIM SAULNIER & ASSOCIATES, LLC -1,990 -9.2% 19,597
PFG Advisors -1,988 -6.5% 28,545
LPL Financial LLC -1,841 -1.0% 185,697
GTS FINANCIAL, LLC -732 -3.5% 19,896
Forty-three Eighteen Advisors, LLC -600 -1.2% 51,209
Farther Finance Advisors, LLC -571 -1.9% 29,908
RAYMOND JAMES FINANCIAL INC -486 -0.8% 60,715
INDEPENDENT FINANCIAL GROUP, LLC -101 -1.0% 10,078
SAGESPRING WEALTH PARTNERS, LLC -97 -1.4% 6,632

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