13F Insight
DOSSIER · 13F Holders · Q3 2026
AIOO

ALLIANZIM US EQ BUFFER100

37 institutions still hold ALLIANZIM US EQ BUFFER100 as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00888H448·37 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$42M
visible holders
Holders
37
filers reporting
Concentration
24.61%
Envision Financial Transparency, LLC #1
top holder share
AI Holders Summary · Q3 2026

37 institutions reported AIOO in Q3 2026. Envision Financial Transparency, LLC leads at 24.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Envision Financial Transparency, LLC
CIK 0002080849
$10M395K8.05%Q3 202602
AE Wealth Management LLC
CIK 0001697723
$4M146K0.02%Q3 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M138K0.00%Q3 202604
Cetera Investment Advisers
CIK 0001666741
$2M80K0.00%Q3 202605
ALLIANZ SE
CIK 0001127508
$2M73K0.02%Q3 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M72K0.00%Q3 202607
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$2M70K0.03%Q3 202608
RFG Advisory, LLC
CIK 0001633387
$2M67K0.03%Q3 202609
Farther Finance Advisors, LLC
CIK 0001992825
$2M61K0.01%Q3 202610
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$1M56K0.57%Q3 202611
Chicago Partners Investment Group LLC
CIK 0001563525
$1M50K0.02%Q3 202612
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M46K0.00%Q2 202613
Arkadios Wealth Advisors
CIK 0001800798
$1M39K0.02%Q2 202614
Csenge Advisory Group
CIK 0001715593
$1M39K0.04%Q3 202615
Advisor OS, LLC
CIK 0001767580
$832K31K0.05%Q3 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$755K29K0.00%Q2 202617
Fortis Group Advisors, LLC
CIK 0001815183
$579K22K0.09%Q3 202618
Integrated Wealth Management
CIK 0002113155
$566K21K0.56%Q3 202619
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$558K21K0.01%Q3 202620
MML INVESTORS SERVICES, LLC
CIK 0000701059
$531K20K0.00%Q3 2026
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