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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 51    8
Total shares held : 
 5,873,407  
% of shares held : 
 65.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 1,368  
% of shares held change : 
   0.02%  
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
 187,640
 3.19%
 
Increased Positions :
10
 354,652
 6.04%
 
Unchanged Positions :
13
 181,740
 3.09%
 
Decreased Positions :
18
-515,566
-8.78%
 
Closed Positions :
2
-25,358
-0.43%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 246 - 2024-03-31 1,387,880 $45,261,000 -101,208
   Advisor Group Holdings Inc. 598 - 2024-03-31 368,127 $12,005,000 -181,434
   CENTAURUS FINANCIAL INC. 46 - 2024-03-31 214,133 $6,983,000 -1,885
   FINANCIAL NETWORK 636 - 2024-03-31 150,143 $4,896,000 -38,454
   Kestra Advisory Services LLC 565 - 2024-03-31 135,593 $4,422,000 -24,962
   ENVESTNET ASSET MANAGEMENT INC 2544 - 2024-03-31 62,229 $2,029,000 -2,118
   Compass Advisory Group LLC 24 - 2024-03-31 55,261 $1,802,000 -1,015
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1387 - 2024-03-31 50,427 $1,645,000 -672
   Atria Wealth Solutions Inc. 737 - 2024-03-31 45,542 $1,485,000 -13,096
   MULTIFINANCIAL SECURITIES CORP 1128 - 2024-03-31 32,411 $1,057,000 -35,786
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2616 - 2024-03-31 29,332 $957,000 -5,403
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 270 - 2024-03-31 28,565 $932,000 -10,837
   LINCOLN NATIONAL CORP 620 - 2024-03-31 21,733 $709,000 -680
   JANE STREET GROUP LLC 3765 - 2024-03-31 16,674 $544,000 -1,868
   AE Wealth Management LLC 811 - 2024-03-31 15,587 $508,000 -1,850,467
   RFG Advisory Group LLC 506 - 2024-03-31 15,278 $498,000 -112,306
   Csenge Advisory Group 509 - 2024-03-31 10,973 $358,000 -2,984
   DHJJ Financial Advisors Ltd. 113 - 2024-03-31 8,940 $292,000 -47
   Accurate Wealth Management LLC 259 - 2024-03-31 7,040 $226,000 -610
   Farther Finance Advisors LLC 721 - 2024-03-31 5,440 $177,000 -60
   AdvisorNet Financial Inc 602 - 2024-03-31 3,453 $113,000 -1,000
   MORGAN STANLEY 5963 - 2024-03-31 1,650 $54,000 -250
   Pineridge Advisors LLC 252 - 2024-03-31 414 $14,000 -1,251
  23 Records found
  1    
  Page 1 of 1
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