13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
DECT

ALLIANZIM U.S. LARGE CAP BUFFER10 DEC ETF

44 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 00888H836·44 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.7%
vs prior quarter
13F value held
$88M
78.0% inst. owned
of float
Holders
44
-119 QoQ
filers reporting
Activity
+60 / −30
+861 added · −812 reduced
this quarter
Concentration
60.19%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

44 institutions reported DECT in Q1 2026. AE Wealth Management LLC leads at 60.2% of the visible book. -119 net institutions QoQ — distribution reading.

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 202602
FSR Wealth Management Ltd.
CIK 0001940000
$4M105K4.62%Q1 202603
SMART Wealth LLC
CIK 0002044723
$4M104K1.08%Q1 202604
FWG Investments, LLC.
CIK 0001944877
$4M99K2.23%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M93K0.00%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M81K0.00%Q1 202607
LPL Financial LLC
CIK 0001403438
$3M76K0.00%Q1 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M65K0.00%Q1 202609
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M49K0.03%Q1 202610
Strategic Blueprint, LLC
CIK 0001767821
$2M45K0.09%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$2M43K0.00%Q1 202612
WealthPlan Investment Management, LLC
CIK 0001929986
$1M37K0.07%Q1 202613
Golden Reserve Retirement LLC
CIK 0002066488
$1M32K0.23%Q1 202614
FSA Advisors, Inc.
CIK 0001905627
$1M29K0.75%Q4 202515
Quest 10 Wealth Builders, Inc.
CIK 0002035215
$1M29K0.89%Q1 202616
Nvest Financial, LLC
CIK 0001915315
$995,93328K0.37%Q1 202617
Csenge Advisory Group
CIK 0001715593
$782,70422K0.04%Q1 202618
WealthPLAN Partners, LLC
CIK 0001639943
$636,59418K0.12%Q1 202619
Kestra Advisory Services, LLC
CIK 0001830819
$578,43716K0.00%Q1 202620
Atria Wealth Solutions, Inc.
CIK 0001927543
$570,86917K0.01%Q2 2025
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