DOSSIER · 13F Holders · Q2 2026
APRT

ALLIANZIM US LARGE CAP BUFFER10 APR ETF

39 institutions still hold ALLIANZIM US LARGE CAP BUFFER10 APR ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00888H109·39 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$32M
visible holders
Holders
39
filers reporting
Concentration
13.94%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

39 institutions reported APRT in Q2 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 13.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M98K0.01%Q2 2026
02
LPL Financial LLC
CIK 0001403438
$4M93K0.00%Q2 2026
03
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M75K0.00%Q2 2026
04
Cetera Investment Advisers
CIK 0001666741
$3M55K0.00%Q2 2026
05
Rothschild Wealth LLC
CIK 0001811345
$2M48K0.18%Q2 2026
06
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M47K0.00%Q2 2026
07
Nvest Financial, LLC
CIK 0001915315
$2M40K0.58%Q2 2026
08
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M39K0.00%Q2 2026
09
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M38K0.00%Q1 2026
10
Atria Wealth Solutions, Inc.
CIK 0001927543
$1M30K0.03%Q2 2025
11
Bleakley Financial Group, LLC
CIK 0001936953
$993K22K0.01%Q2 2026
12
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$989K24K0.05%Q4 2025
13
Bison Wealth, LLC
CIK 0001845251
$876K19K0.08%Q2 2026
14
CWM, LLC
CIK 0001535847
$829K20K0.00%Q1 2026
15
Main Street Financial Solutions, LLC
CIK 0001763350
$687K15K0.04%Q2 2026
16
First Heartland Consultants, Inc.
CIK 0001428793
$579K13K0.04%Q2 2026
17
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$559K12K0.07%Q2 2026
18
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$510K11K0.00%Q2 2026
19
PANORAMIC INVESTMENT ADVISORS, LLC
CIK 0001967332
$345K8K0.17%Q2 2026
20
Accurate Wealth Management, LLC
CIK 0001877728
$333K7K0.03%Q2 2026
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