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

ALLIANZIM U.S. LARGE CAP BUFFER20 NOV ETF

51 institutions still hold ALLIANZIM U.S. LARGE CAP BUFFER20 NOV ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00888H844·51 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$65M
visible holders
Holders
51
filers reporting
Concentration
12.88%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

51 institutions reported NVBW in Q2 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 12.9% 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
$8M235K0.01%Q2 202602
AMERICAN ASSET MANAGEMENT INC.
CIK 0001569454
$8M227K6.60%Q2 202603
ALLIANZ SE
CIK 0001127508
$7M192K0.07%Q2 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M177K0.01%Q2 202605
Kestra Advisory Services, LLC
CIK 0001830819
$6M165K0.02%Q2 202606
Cetera Investment Advisers
CIK 0001666741
$6M163K0.01%Q2 202607
LPL Financial LLC
CIK 0001403438
$5M136K0.00%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M104K0.00%Q2 202609
Castle Rock Wealth Management, LLC
CIK 0001727605
$3M75K0.52%Q2 202610
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M78K0.01%Q1 202611
Spire Wealth Management
CIK 0001858740
$2M65K0.07%Q2 202612
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$1M38K0.02%Q2 202613
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M31K0.02%Q2 202614
Tyche Wealth Partners LLC
CIK 0002004818
$865K24K0.12%Q2 202615
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$813K23K0.00%Q2 202616
World Investment Advisors
CIK 0001652594
$811K24K0.01%Q1 202617
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$774K23K0.04%Q4 202518
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$653K18K0.26%Q2 202619
Farther Finance Advisors, LLC
CIK 0001992825
$637K18K0.01%Q2 202620
PFG Advisors
CIK 0001694435
$618K17K0.03%Q2 2026
Page 1 of 3
31 more holders available. Log in →