DOSSIER · 13F Holders · Q1 2026
DECT

ALLIANZIM U.S. LARGE CAP BUFFER10 DEC ETF

47 institutions still hold ALLIANZIM U.S. LARGE CAP BUFFER10 DEC ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00888H836·47 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$89M
visible holders
Holders
47
filers reporting
Concentration
59.96%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

47 institutions reported DECT in Q1 2026. AE Wealth Management LLC leads at 60.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$53M1.5M0.29%Q1 2026
02
FSR Wealth Management Ltd.
CIK 0001940000
$4M100K4.46%Q2 2026
03
SMART Wealth LLC
CIK 0002044723
$4M104K1.08%Q1 2026
04
FWG Investments, LLC.
CIK 0001944877
$4M99K2.23%Q1 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M93K0.00%Q1 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M81K0.00%Q1 2026
07
LPL Financial LLC
CIK 0001403438
$3M76K0.00%Q1 2026
08
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M65K0.00%Q1 2026
09
Strategic Blueprint, LLC
CIK 0001767821
$2M45K0.09%Q2 2026
10
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M49K0.03%Q1 2026
11
Cetera Investment Advisers
CIK 0001666741
$2M43K0.00%Q1 2026
12
WealthPlan Investment Management, LLC
CIK 0001929986
$1M37K0.07%Q1 2026
13
Golden Reserve Retirement LLC
CIK 0002066488
$1M32K0.23%Q1 2026
14
FSA Advisors, Inc.
CIK 0001905627
$1M29K0.75%Q4 2025
15
Quest 10 Wealth Builders, Inc.
CIK 0002035215
$1M29K0.89%Q1 2026
16
Nvest Financial, LLC
CIK 0001915315
$996K28K0.37%Q1 2026
17
Csenge Advisory Group
CIK 0001715593
$783K22K0.04%Q1 2026
18
WealthPLAN Partners, LLC
CIK 0001639943
$637K18K0.12%Q1 2026
19
Kestra Advisory Services, LLC
CIK 0001830819
$578K16K0.00%Q1 2026
20
Atria Wealth Solutions, Inc.
CIK 0001927543
$571K17K0.01%Q2 2025
Page 1 of 3
27 more holders available. Log in →