13F Insight
DOSSIER · 13F Holders · Q2 2026
NVBT

ALLIANZIM U.S. LARGE CAP BUFFER10 NOV ETF

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

CUSIP 00888H851·27 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$21M
visible holders
Holders
27
filers reporting
Concentration
21.26%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q2 2026

27 institutions reported NVBT in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 21.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M113K0.00%Q2 202602
LPL Financial LLC
CIK 0001403438
$3M69K0.00%Q2 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M64K0.00%Q2 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M60K0.00%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$1M34K0.00%Q2 202606
CITADEL ADVISORS LLC
CIK 0001423053
$792K20K0.00%Q2 202607
Grantvest Financial Group LLC
CIK 0002055216
$769K19K0.45%Q2 202608
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$767K19K0.01%Q2 202609
Atria Wealth Solutions, Inc.
CIK 0001927543
$667K19K0.02%Q2 202510
OLD MISSION CAPITAL LLC
CIK 0001455915
$589K15K0.01%Q2 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$522K13K0.00%Q2 202612
Kestra Advisory Services, LLC
CIK 0001830819
$504K13K0.00%Q2 202613
Lido Advisors, LLC
CIK 0001650150
$449K11K0.00%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$442K11K0.00%Q2 202615
Innovative Asset Advisors Group, LLC
CIK 0002127147
$434K11K0.19%Q2 202616
Sanctuary Advisors, LLC
CIK 0001777271
$411K10K0.00%Q2 202617
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$389K10K0.01%Q2 202618
Nvest Financial, LLC
CIK 0001915315
$313K8K0.10%Q2 202619
Accurate Wealth Management, LLC
CIK 0001877728
$311K8K0.03%Q2 202620
ALLIANZ SE
CIK 0001127508
$198K5K0.00%Q2 2026
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