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MAYT Institutional Ownership

AllianzIM U.S. Equity Buffer10 May ETF
1W: -0.1% 1M: +8.4% 3M: +9.9% YTD: +0.8% 1Y: +19.2%
$40.07
+0.14 (+0.35%)
 
Weekly Expected Move ±3.9%
$37 $39 $40 $42 $43
ETF CBOE · AUM $17.5M

Institutional Ownership — MAYT

52
Institutional Holders
+29 vs prior quarter
0.0%
Ownership
+0.00pp
194M
Total Invested
34
New Positions
12
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (57 total)

# Holder Shares Value Change Change % Holding Period Filing
1 AE Wealth Management LLC 2,654,485 $106M +2,653,982 +527630.6% 7Q SEC ↗
2 Modern Wealth Management, LLC NEW 272,003 $11M — +0.0% 1Q SEC ↗
3 Lloyd Advisory Services, LLC. NEW 254,388 $10M — +0.0% 1Q SEC ↗
4 COMMONWEALTH EQUITY SERVICES, LLC 174,606 $7M +113,738 +186.9% 13Q SEC ↗
5 FWG Investments, LLC. NEW 144,178 $6M — +0.0% 1Q SEC ↗
6 Wellment Financial NEW 128,454 $5M — +0.0% 1Q SEC ↗
7 SMART Wealth LLC NEW 121,864 $5M — +0.0% 1Q SEC ↗
8 Golden Reserve Retirement LLC NEW 80,779 $3M — +0.0% 1Q SEC ↗
9 Richmond Brothers, Inc. NEW 78,997 $3M — +0.0% 1Q SEC ↗
10 OSAIC HOLDINGS, INC. 77,932 $3M +47,777 +158.4% 13Q SEC ↗
11 B.O.S.S. Retirement Advisors, LLC NEW 75,504 $3M — +0.0% 1Q SEC ↗
12 HOWARD BAILEY SECURITIES, LLC NEW 74,876 $3M — +0.0% 1Q SEC ↗
13 ENVESTNET ASSET MANAGEMENT INC NEW 74,825 $3M — +0.0% 1Q SEC ↗
14 Aegis Wealth Management, Inc. NEW 64,671 $3M — +0.0% 1Q SEC ↗
15 Cetera Investment Advisers NEW 56,083 $2M — +0.0% 1Q SEC ↗
16 Great Lakes Retirement, Inc. NEW 53,491 $2M — +0.0% 1Q SEC ↗
17 Elevated Capital Advisors, LLC NEW 42,862 $2M — +0.0% 1Q SEC ↗
18 Nvest Financial, LLC 41,939 $2M -251 -0.6% 9Q SEC ↗
19 FSA Advisors, Inc. NEW 41,899 $2M — +0.0% 1Q SEC ↗
20 Quest 10 Wealth Builders, Inc. NEW 39,673 $2M — +0.0% 1Q SEC ↗
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 39,050 $2M +28,804 +281.1% 11Q SEC ↗
22 LPL Financial LLC 38,737 $2M +14,857 +62.2% 4Q SEC ↗
23 Integrated Wealth Management NEW 35,397 $1M — +0.0% 1Q SEC ↗
24 TOUNJIAN ADVISORY PARTNERS, LLC NEW 32,802 $1M — +0.0% 1Q SEC ↗
25 LifeWealth Investments, LLC NEW 32,732 $1M — +0.0% 1Q SEC ↗
26 Centennial Advisors, LLC NEW 31,386 $1M — +0.0% 1Q SEC ↗
27 Snowden Capital Advisors LLC 22,407 $898K -217 -1.0% 3Q SEC ↗
28 Csenge Advisory Group NEW 21,136 $847K — +0.0% 1Q SEC ↗
29 Cambridge Investment Research Advisors 19,835 $795K +84 +0.4% 13Q SEC ↗
30 RAYMOND JAMES FINANCIAL INC 19,259 $772K +1,809 +10.4% 3Q SEC ↗
31 Kingdom Financial Group LLC. NEW 17,467 $700K — +0.0% 1Q SEC ↗
32 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 12,835 $514K +79 +0.6% 12Q SEC ↗
33 Accurate Wealth Management, LLC 11,929 $478K +3,301 +38.3% 9Q SEC ↗
34 McAdam, LLC 10,615 $425K +2,165 +25.6% 5Q SEC ↗
35 GTS SECURITIES LLC NEW 8,854 $355K — +0.0% 1Q SEC ↗
36 Montgomery Financial Services LLC NEW 8,616 $345K — +0.0% 1Q SEC ↗
37 JANE STREET GROUP, LLC NEW 8,419 $337K — +0.0% 1Q SEC ↗
38 First Heartland Consultants, Inc. 8,337 $334K +2,237 +36.7% 13Q SEC ↗
39 GOLDMAN SACHS GROUP INC NEW 7,381 $296K — +0.0% 1Q SEC ↗
40 HARBOUR INVESTMENTS, INC. 6,397 $256K +5,461 +583.4% 9Q SEC ↗
41 Networth Advisors, LLC NEW 5,650 $226K — +0.0% 1Q SEC ↗
42 OLD MISSION CAPITAL LLC 5,328 $213K -13,172 -71.2% 2Q SEC ↗
43 Mosley Wealth Management NEW 5,152 $206K — +0.0% 1Q SEC ↗
44 Allianz SE 5,000 $200K — +0.0% 3Q SEC ↗
45 CWM, LLC 4,629 $185K -891 -16.1% 12Q SEC ↗
46 Decker Retirement Planning Inc. NEW 4,036 $162K — +0.0% 1Q SEC ↗
47 IFG Advisory, LLC NEW 3,832 $154K — +0.0% 1Q SEC ↗
48 JPMORGAN CHASE & CO 2,688 $108K -5,189 -65.9% 6Q SEC ↗
49 Key Capital Management, INC NEW 1,791 $72K — +0.0% 1Q SEC ↗
50 NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW 332 $13K — +0.0% 1Q SEC ↗
Biggest Increases (12)
HolderAddedChange %Total Shares
AE Wealth Management LLC +2,653,982 +527630.6% 2,654,485
COMMONWEALTH EQUITY SERVICES, LLC +113,738 +186.9% 174,606
OSAIC HOLDINGS, INC. +47,777 +158.4% 77,932
SUSQUEHANNA INTERNATIONAL GROUP, LL +28,804 +281.1% 39,050
LPL Financial LLC +14,857 +62.2% 38,737
HARBOUR INVESTMENTS, INC. +5,461 +583.4% 6,397
Accurate Wealth Management, LLC +3,301 +38.3% 11,929
First Heartland Consultants, Inc. +2,237 +36.7% 8,337
McAdam, LLC +2,165 +25.6% 10,615
RAYMOND JAMES FINANCIAL INC +1,809 +10.4% 19,259
Cambridge Investment Research Advis +84 +0.4% 19,835
BLUE BELL PRIVATE WEALTH MANAGEMENT +79 +0.6% 12,835
Biggest Decreases (5)
HolderReducedChange %Total Shares
OLD MISSION CAPITAL LLC -13,172 -71.2% 5,328
JPMORGAN CHASE & CO -5,189 -65.9% 2,688
CWM, LLC -891 -16.1% 4,629
Nvest Financial, LLC -251 -0.6% 41,939
Snowden Capital Advisors LLC -217 -1.0% 22,407

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