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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    9
Total shares held : 
 1,285,246  
% of shares held : 
 14.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   20  
Amount of shares held : 
 638,261  
% of shares held change : 
   7.09%  
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 :
9
 388,900
 30.26%
 
Increased Positions :
12
 254,742
 19.82%
 
Unchanged Positions :
4
 223,793
 17.41%
 
Decreased Positions :
1
-5,381
-0.42%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   COMMONWEALTH EQUITY SERVICES LLC. 1066 - 2024-03-31 215,819 $5,867,000 -35,138
   Allianz Investment Management U.S. LLC 14 - 2024-03-31 198,906 $5,407,000 0
   Advisor Group Holdings Inc. 1148 - 2024-03-31 155,789 $4,236,000 -52,302
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1420 *New 2024-03-31 109,187 $2,968,000 109,187
   Kestra Advisory Services LLC 1078 - 2024-03-31 48,029 $1,306,000 26,217
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1812 - 2024-03-31 32,050 $871,000 -940
   JANE STREET GROUP LLC 3234 *New 2024-03-31 31,968 $869,000 31,968
   BCGM Wealth Management LLC 68 - 2024-03-31 30,533 $830,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2856 - 2024-03-31 28,717 $781,000 2,820
   FINANCIAL NETWORK 1623 - 2024-03-31 28,288 $769,000 0
   OLD MISSION CAPITAL LLC 467 *New 2024-03-31 26,952 $733,000 26,952
   ENVESTNET ASSET MANAGEMENT INC 3294 - 2024-03-31 22,261 $605,000 -523
   PFG Advisors 392 - 2024-03-31 17,901 $487,000 0
   HARBOUR INVESTMENTS INC. 556 - 2023-12-31 17,861 $465,000 0
   MULTIFINANCIAL SECURITIES CORP 1814 - 2024-03-31 13,082 $356,000 -3,100
   Strategic Blueprint LLC 486 - 2024-03-31 11,081 $301,000 0
   Atria Wealth Solutions Inc. 1550 - 2024-03-31 10,918 $297,000 -1,189
   FIRST HEARTLAND CONSULTANTS INC 339 *New 2024-03-31 10,674 $290,000 10,674
   LINCOLN NATIONAL CORP 1036 - 2024-03-31 8,900 $242,000 0
   Farther Finance Advisors LLC 833 - 2024-03-31 5,000 $136,000 0
   CENTAURUS FINANCIAL INC. 755 *New 2024-03-31 3,800 $103,000 3,800
   IFP Advisors Inc 1493 - 2023-12-31 2,026 $53,000 0
   UBS Group AG 5469 - 2024-03-31 1,250 $34,000 148
   US BANCORP 2929 - 2024-03-31 994 $27,000 298
   Clear Point Advisors Inc. 297 - 2024-03-31 500 $14,000 0
   TUCKER ASSET MANAGEMENT LLC 614 *New 2023-12-31 203 $5,000 203
   AE Wealth Management LLC 1276 *Closed 2024-03-31 0 $0 -316,677
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 726 *Closed 2024-03-31 0 $0 -133
   H D Vest Advisory Services 1673 *Closed 2024-03-31 0 $0 -10,553
   PROEQUITIES INC. 6529 - 2024-03-31 0 $0 0
   Outlook Wealth Advisors LLC 280 *Closed 2024-03-31 0 $0 -26,357
   Allegheny Financial Group LTD 210 *Closed 2024-03-31 0 $0 -9,138
   Cetera Investment Advisers 2265 *Closed 2024-03-31 0 $0 -9,274
  33 Records found
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  Page 1 of 1
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