MAYW Institutional Ownership
AllianzIM U.S. Equity Buffer20 May ETF
1W: +0.1%
1M: +0.7%
3M: +2.1%
YTD: +6.1%
1Y: +8.1%
3Y: +38.5%
$35.63
+0.10 (+0.29%)
Weekly Expected Move ±0.6%
$35
$35
$36
$36
$36
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — MAYW
78
Institutional Holders
+39 vs prior quarter
0.0%
Ownership
+0.00pp
326M
Total Invested
40
New Positions
23
Increased
8
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (78 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 3,711,221 | $132M | +3,711,200 | +17672381.0% | 13Q | SEC ↗ |
| 2 | Lloyd Advisory Services, LLC. NEW | 719,712 | $26M | — | +0.0% | 1Q | SEC ↗ |
| 3 | POM Investment Strategies, LLC | 357,484 | $13M | +354,484 | +11816.1% | 2Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 282,595 | $10M | +50,881 | +22.0% | 13Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 282,561 | $10M | +174,553 | +161.6% | 13Q | SEC ↗ |
| 6 | LPL Financial LLC | 281,451 | $10M | +150,181 | +114.4% | 7Q | SEC ↗ |
| 7 | Wellment Financial NEW | 263,404 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Mid-American Wealth Advisory Group, In NEW | 215,020 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 9 | B.O.S.S. Retirement Advisors, LLC NEW | 198,617 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Allianz SE | 193,052 | $7M | +35,811 | +22.8% | 3Q | SEC ↗ |
| 11 | HOWARD BAILEY SECURITIES, LLC NEW | 192,678 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Outlook Wealth Advisors, LLC NEW | 190,171 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Integrated Wealth Management NEW | 181,878 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 14 | AMERICAN ASSET MANAGEMENT INC. | 146,366 | $5M | -1,576 | -1.1% | 9Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 121,384 | $4M | +94,060 | +344.2% | 9Q | SEC ↗ |
| 16 | Kestra Advisory Services, LLC | 115,531 | $4M | -6,567 | -5.4% | 13Q | SEC ↗ |
| 17 | Aegis Wealth Management, Inc. NEW | 114,627 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Networth Advisors, LLC NEW | 114,369 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Great Lakes Retirement, Inc. NEW | 112,552 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 20 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 105,999 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Modern Wealth Management, LLC NEW | 104,160 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Elevated Capital Advisors, LLC NEW | 103,773 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 23 | FSA Advisors, Inc. NEW | 81,195 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 24 | OPPENHEIMER & CO INC NEW | 80,319 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Centennial Advisors, LLC NEW | 76,091 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 72,518 | $3M | +35,977 | +98.5% | 13Q | SEC ↗ |
| 27 | LifeWealth Investments, LLC NEW | 68,766 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 28 | RAYMOND JAMES FINANCIAL INC | 59,937 | $2M | +14,265 | +31.2% | 7Q | SEC ↗ |
| 29 | Spire Wealth Management | 56,960 | $2M | +34,983 | +159.2% | 7Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 53,923 | $2M | +13,811 | +34.4% | 13Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors | 53,544 | $2M | +38,410 | +253.8% | 13Q | SEC ↗ |
| 32 | SMART Wealth LLC NEW | 53,419 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 33 | GTS FINANCIAL, LLC | 52,341 | $2M | +4,512 | +9.4% | 2Q | SEC ↗ |
| 34 | World Investment Advisors | 49,823 | $2M | -4,628 | -8.5% | 3Q | SEC ↗ |
| 35 | Kingdom Financial Group LLC. NEW | 38,784 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 36 | BCGM Wealth Management, LLC | 38,018 | $1M | — | +0.0% | 11Q | SEC ↗ |
| 37 | Blackston Financial Advisory Group, LL NEW | 36,725 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Csenge Advisory Group NEW | 33,629 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 39 | HARBOUR INVESTMENTS, INC. | 25,677 | $915K | +18,212 | +244.0% | 13Q | SEC ↗ |
| 40 | Castle Rock Wealth Management, LLC | 24,166 | $861K | +9,239 | +61.9% | 10Q | SEC ↗ |
| 41 | JIM SAULNIER & ASSOCIATES, LLC | 23,820 | $849K | +7,931 | +49.9% | 8Q | SEC ↗ |
| 42 | Montgomery Financial Services LLC NEW | 23,368 | $833K | — | +0.0% | 1Q | SEC ↗ |
| 43 | MML INVESTORS SERVICES, LLC | 23,120 | $824K | +9,500 | +69.8% | 5Q | SEC ↗ |
| 44 | Mosley Wealth Management NEW | 20,415 | $727K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Cypress Wealth Services, LLC | 18,314 | $653K | — | +0.0% | 5Q | SEC ↗ |
| 46 | PFG Advisors | 12,811 | $456K | +5,904 | +85.5% | 3Q | SEC ↗ |
| 47 | Farther Finance Advisors, LLC | 12,262 | $437K | +2,138 | +21.1% | 8Q | SEC ↗ |
| 48 | McAdam, LLC NEW | 12,077 | $430K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Quest 10 Wealth Builders, Inc. NEW | 11,654 | $415K | — | +0.0% | 1Q | SEC ↗ |
| 50 | INDEPENDENT FINANCIAL GROUP, LLC | 11,458 | $408K | +2,912 | +34.1% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Lloyd Advisory Services, LLC. | 719,712 | $26M |
| Wellment Financial | 263,404 | $9M |
| Mid-American Wealth Advisory Group, | 215,020 | $8M |
| B.O.S.S. Retirement Advisors, LLC | 198,617 | $7M |
| HOWARD BAILEY SECURITIES, LLC | 192,678 | $7M |
| Outlook Wealth Advisors, LLC | 190,171 | $7M |
| Integrated Wealth Management | 181,878 | $6M |
| Aegis Wealth Management, Inc. | 114,627 | $4M |
| Networth Advisors, LLC | 114,369 | $4M |
| Great Lakes Retirement, Inc. | 112,552 | $4M |
| TOUNJIAN ADVISORY PARTNERS, LLC | 105,999 | $4M |
| Modern Wealth Management, LLC | 104,160 | $4M |
| Elevated Capital Advisors, LLC | 103,773 | $4M |
| FSA Advisors, Inc. | 81,195 | $3M |
| OPPENHEIMER & CO INC | 80,319 | $3M |
| Centennial Advisors, LLC | 76,091 | $3M |
| LifeWealth Investments, LLC | 68,766 | $2M |
| SMART Wealth LLC | 53,419 | $2M |
| Kingdom Financial Group LLC. | 38,784 | $1M |
| Blackston Financial Advisory Group, | 36,725 | $1M |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 44,150 | $2M |
| CENTAURUS FINANCIAL, INC. | 8,000 | $285K |
| UBS Group AG | 441 | $16K |
| BARCLAYS PLC | 27 | $1K |
Biggest Increases (20)
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kestra Advisory Services, LLC | -6,567 | -5.4% | 115,531 |
| World Investment Advisors | -4,628 | -8.5% | 49,823 |
| AMERICAN ASSET MANAGEMENT INC. | -1,576 | -1.1% | 146,366 |
| NWF Advisory Services Inc. | -350 | -3.2% | 10,750 |