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

ALLIANZIM U.S. LARGE CAP BUFFER20 NOV ETF

48 institutions still hold ALLIANZIM U.S. LARGE CAP BUFFER20 NOV ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00888H844·48 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.1%
vs prior quarter
13F value held
$61M
53.0% inst. owned
of float
Holders
48
+115 QoQ
filers reporting
Activity
+74 / −8
+781 added · −742 reduced
this quarter
Concentration
13.03%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

48 institutions reported NVBW in Q1 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 13.0% of the visible book. +115 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M240K0.01%Q1 202602
AMERICAN ASSET MANAGEMENT INC.
CIK 0001569454
$8M230K6.66%Q1 202603
Cetera Investment Advisers
CIK 0001666741
$7M205K0.01%Q1 202604
Kestra Advisory Services, LLC
CIK 0001830819
$6M176K0.02%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M162K0.01%Q1 202606
ALLIANZ SE
CIK 0001127508
$5M156K0.06%Q1 202607
LPL Financial LLC
CIK 0001403438
$5M144K0.00%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M103K0.00%Q1 202609
Castle Rock Wealth Management, LLC
CIK 0001727605
$3M75K0.54%Q1 202610
PFG Advisors
CIK 0001694435
$2M68K0.11%Q1 202611
Spire Wealth Management
CIK 0001858740
$2M66K0.07%Q1 202612
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$1M41K0.02%Q1 202613
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M37K0.02%Q1 202614
World Investment Advisors
CIK 0001652594
$810,75124K0.01%Q1 202615
Tyche Wealth Partners LLC
CIK 0002004818
$808,45424K0.12%Q1 202616
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$774,00023K0.04%Q4 202517
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$610,55118K0.30%Q1 202618
Farther Finance Advisors, LLC
CIK 0001992825
$597,57718K0.01%Q1 202619
Focus Financial Network, Inc.
CIK 0002010942
$549,11016K0.02%Q1 202620
Atria Wealth Solutions, Inc.
CIK 0001927543
$499,38615K0.01%Q2 2025
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