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Get Institutions for : 
Allianzim Us Large Cap Buffer20 Jan Etf (AZBJ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    7
Total shares held : 
 9,863,431  
% of shares held : 
 10.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 7,365,023  
% of shares held change : 
   8.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 984,219
 9.98%
 
Increased Positions :
19
 6,507,445
 65.98%
 
Unchanged Positions :
7
 138,266
 1.4%
 
Decreased Positions :
11
-100,157
-1.02%
 
Closed Positions :
3
-26,484
-0.27%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AE Wealth Management LLC 15 - 2024-03-31 2,574,509 $80,930,000 -2,985,820
   Compass Advisory Group LLC 2 - 2024-03-31 892,718 $28,063,000 35,077
   Advisor Group Holdings Inc. 453 - 2024-03-31 562,964 $17,698,000 372,856
   COMMONWEALTH EQUITY SERVICES LLC. 566 - 2024-03-31 528,233 $16,605,000 240,732
   Cetera Investment Advisers 610 - 2024-03-31 372,007 $11,694,000 325,009
   Outlook Wealth Advisors LLC 8 - 2024-03-31 287,217 $9,029,000 83,760
   AXXCESS WEALTH MANAGEMENT LLC 77 - 2024-03-31 279,844 $8,797,000 -65,268
   ENVESTNET ASSET MANAGEMENT INC 1638 - 2024-03-31 264,589 $8,317,000 95,080
   Sigma Planning Corp 72 *New 2024-03-31 255,130 $8,020,000 255,130
   Strategic Blueprint LLC 42 - 2024-03-31 251,539 $7,907,000 121,896
   Kestra Advisory Services LLC 416 - 2024-03-31 222,213 $6,985,000 145,007
   RAYMOND JAMES & ASSOCIATES 1372 - 2024-03-31 216,393 $6,802,000 8,656
   FINANCIAL NETWORK 552 - 2024-03-31 193,278 $6,076,000 40,445
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1048 *New 2024-03-31 185,230 $5,823,000 185,230
   CENTAURUS FINANCIAL INC. 71 - 2024-03-31 149,431 $4,697,000 35,974
   Atria Wealth Solutions Inc. 400 - 2024-03-31 126,192 $3,967,000 43,844
   BCGM Wealth Management LLC 16 - 2024-03-31 121,808 $3,829,000 -7,465
   Great Lakes Retirement Inc. 42 - 2024-03-31 104,867 $3,297,000 -7,241
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1092 - 2024-03-31 84,225 $2,648,000 57,667
   IFP Advisors Inc 184 - 2023-12-31 84,957 $2,574,000 -189
   AMERICAN ASSET MANAGEMENT INC. 3 - 2024-03-31 78,333 $2,462,000 43,233
   RFG Advisory Group LLC 193 *New 2024-03-31 76,664 $2,410,000 76,664
   MML INVESTORS SERVICES LLC 982 - 2024-03-31 74,335 $2,337,000 0
   Long Island Wealth Management Inc. 21 - 2024-03-31 73,314 $2,305,000 1,089
   MULTIFINANCIAL SECURITIES CORP 827 - 2024-03-31 62,552 $1,966,000 42,118
   Authentikos Wealth Advisory LLC 15 - 2024-03-31 58,187 $1,829,000 -1,016
   Clear Point Advisors Inc. 15 - 2024-03-31 43,765 $1,376,000 2,144
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 233 - 2024-03-31 36,333 $1,142,000 -11,037
   Epic Trust Investment Advisors LLC 18 - 2024-03-31 31,244 $982,000 600
   LPL FINANCIAL CORP 3251 - 2024-03-31 27,789 $874,000 11,181
   Spire Wealth Management 411 - 2024-03-31 26,825 $843,000 -4
   Kingsview Wealth Management LLC 555 *New 2024-03-31 25,162 $791,000 25,162
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 84 - 2024-03-31 24,400 $767,000 -347
   PFG Advisors 348 - 2024-03-31 20,523 $645,000 3,857
   GeoWealth Management LLC 385 *New 2024-03-31 20,097 $632,000 20,097
   PARK AVENUE SECURITIES LLC 861 - 2024-03-31 19,584 $616,000 2,407
   Csenge Advisory Group 390 - 2024-03-31 18,763 $590,000 4,979
   FSA Advisors Inc. 62 - 2024-03-31 15,499 $487,000 6,379
   WEALTHSOURCE PARTNERS LLC 337 - 2023-12-31 15,450 $468,000 -400
   Koshinski Asset Management Inc. 338 - 2024-03-31 14,310 $450,000 -6,375
   Focus Financial Network Inc. 404 - 2024-03-31 14,076 $436,000 0
   SECURED RETIREMENT ADVISORS LLC 77 *New 2024-03-31 13,409 $422,000 13,409
   Castle Rock Wealth Management LLC 176 *New 2024-03-31 10,805 $337,000 10,805
   Kingdom Financial Group LLC. 43 - 2024-03-31 10,382 $326,000 -1,529
   Envestnet Portfolio Solutions Inc. 1318 - 2024-03-31 10,297 $324,000 -955
   HARBOUR INVESTMENTS INC. 700 - 2023-12-31 10,164 $308,000 -2,297
   Moors & Cabot Inc. 680 *New 2024-03-31 9,300 $292,000 9,300
   DHJJ Financial Advisors Ltd. 122 - 2024-03-31 8,425 $265,000 -18
   Wealthquest Corp 111 - 2024-03-31 8,130 $256,000 -6,067
   NBC SECURITIES INC. 782 - 2024-03-31 5,799 $182,000 245
   Pineridge Advisors LLC 130 - 2024-03-31 1,687 $53,000 -134
   COMERICA BANK 2814 - 2024-03-31 1,207 $38,000 0
   UBS Group AG 5586 - 2024-03-31 802 $25,000 802
   Richard W. Paul & Associates LLC 354 - 2024-03-31 171 $5,000 0
   Sound Income Strategies LLC 1050 *New 2024-03-31 59 $2,000 59
   B.O.S.S. Retirement Advisors LLC 130 *Closed 2024-03-31 0 $0 -176,124
   Sentinus LLC 172 *Closed 2024-03-31 0 $0 -8,386
   PROEQUITIES INC. 3505 - 2024-03-31 0 $0 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 739 *Closed 2024-03-31 0 $0 -1,553
   CITADEL ADVISORS LLC 6257 *Closed 2024-03-31 0 $0 -15,153
   AdvisorNet Financial Inc 2144 *Closed 2024-03-31 0 $0 -1,000
   Lloyd Advisory Services LLC. 155 *Closed 2024-03-31 0 $0 -444,692
   GTS SECURITIES LLC 1468 *Closed 2024-03-31 0 $0 -7,435
  63 Records found
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