DOSSIER · 13F Holders · Q1 2026
MART

ALLIANZIM U.S. LARGE CAP BUFFER10 MAR ETF

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

CUSIP 00888H810·25 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$21M
visible holders
Holders
25
filers reporting
Concentration
23.69%
Cambridge Investment Research Advisors, Inc. #1
top holder share
AI Holders Summary · Q1 2026

25 institutions reported MART in Q1 2026. Cambridge Investment Research Advisors, Inc. leads at 23.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M131K0.01%Q1 2026
02
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M81K0.00%Q2 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M65K0.00%Q2 2026
04
LPL Financial LLC
CIK 0001403438
$2M46K0.00%Q2 2026
05
Nvest Financial, LLC
CIK 0001915315
$1M34K0.44%Q2 2026
06
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M31K0.00%Q2 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$780K19K0.00%Q2 2026
08
Atria Wealth Solutions, Inc.
CIK 0001927543
$711K20K0.02%Q2 2025
09
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$638K15K0.00%Q2 2026
10
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$617K15K0.01%Q2 2026
11
Cetera Investment Advisers
CIK 0001666741
$421K10K0.00%Q2 2026
12
Kestra Advisory Services, LLC
CIK 0001830819
$406K10K0.00%Q2 2026
13
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$321K8K0.01%Q4 2025
14
Cypress Wealth Services, LLC
CIK 0001721527
$302K7K0.04%Q2 2026
15
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$236K6K0.03%Q2 2026
16
CWM, LLC
CIK 0001535847
$231K6K0.00%Q1 2026
17
Focus Financial Network, Inc.
CIK 0002010942
$224K5K0.01%Q2 2026
18
ALLIANZ SE
CIK 0001127508
$210K5K0.00%Q2 2026
19
Innovative Asset Advisors Group, LLC
CIK 0002127147
$178K4K0.08%Q2 2026
20
ASSETMARK, INC
CIK 0001344551
$103K2K0.00%Q2 2026
Page 1 of 2
5 more holders available. Log in →